Customer Service Accounts
Resume:
Frankie D. Fairley
Rowlett, Texas 75089
*************@*****.***
OPERATIONS/FINANCIAL ADMINISTRATIVE/CUSTOMER SERVICE
20+ years of professional Administrative experience with excellent organizational and interpersonal skills, a
keen ability to multi task take on any challenges and responsibilities including planning and leadership.
Maintains outstanding customer service skills, detail oriented, reliable and consistent. Willing to demonstrate
the above qualities and the following skills to any potential employer. Well versed in many aspects of the
financial industry, trading and account requirements.
Skills and Proficiencies
Microsoft Windows/ Word, Excel,
Written and Verbal communication
Planning and Scheduling
Employment History
2009-present
Medco Health Solutions Irving, TX
Patient Care Advocate/Research and Correspondence
• Dedicated representative for Coventry Health Care plans, and Medicare trained
• Responsible for client retention by assisting with insurance and prescriptions needs.
Explaining in detail the guidelines and regulations of (CMS) Centers of Medicare
and Medicade Services.
• Assuring timely and accurate delivery of patient’s prescription medications via mail
order.
• Educate members regarding their plan benefits, and social service assistance.
• Research and Correspondence, requires detail in reviewing prescriptions and
information submitted for research making sure all correspondence is directed to the
correct department and pharmacy area for distribution.
2004-2009
Merrill Lynch, Pierce Fennner & Smith, Inc., Dallas, TX
Client Associate
• Worked simultaneously with numerous teams of financial advisors on a daily basis.
• Processed all incoming and outgoing correspondence, including wire transfers, bank deposits
and daily transactions from clients, operations and the back office.
• Opened various accounts, Ira, 401k, 529 savings accounts assuring all required signatures
and paperwork was obtained for completion.
• Monitored activities in client’s accounts to prevent errors or loss to the clients and the firm
by keeping track of daily, weekly monthly distributions and deposits.
• Maintained customer service and correspondences, via the internet, emails, and face to face.
• Assisted the Financial Advisors in scheduling and planning and hosting client meetings and
seminars and workshops.
• Scheduled and plan domestic travel arrangements.
• Kept track of calendars activities, meetings, schedules, special events and appointment
• Liaison between the IT department in the region setting up computers and phones lines for
new employees.
• Worked on the transition team to bring in new brokers and teams from competitors.
2003-2004
Countrywide Home Loans Plano TX
Los Mitigation Specialist
• Assist homeowners in working out reasonable solutions with mortgage companies to prevent
foreclosures.
• Worked closely with attorneys representing the homeowners and the mortgage companies if
bankruptcy was involved.
• Kept track of in an average month approximately 150-200 accounts to assure all deadlines
were met, all promised monies were received and posted to the accounts and all parties
involved were notified in a timely manner.
1999-2003
Southwest Securities/(parent company to) Mydiscountbroker.Com Dallas, TX
Retirement Specialist and Compliance Coordinator
• Managed monthly and quarterly distributions and tax information for client’s individual,
401k, and 403b accounts.
• Kept account holders informed on the rules and regulations regarding the differences in each
plan.
• Attended the BISYS 401k and retirement training held in San Francisco, Ca. learning the
guidelines, and layout of the many different plans.
• Mydiscountbroker.com opened and maintained new accounts for online stock trading.
• Assisted in web support and account retention.
• Monitored accounts for irregularities such as day trading and debit balances.
• Worked in the margin division to notify clients of margin debts and issue liquidations orders
if necessary.
• Implemented a program to recover outstanding fees and debts on account, bringing in
revenue of over $75,000.00.
Education
Ramapo College of New Jersey
B. A. Communication
A. A. Psychology
Contact this candidate