Customer Service High School

Emma J. Velasquez

**** *. ******* ****** 602-***-****

Phoenix, AZ 85009 ********@*****.***

OBJECTIVE

A challenging service support position that allows me to contribute my skills and experience in your office.

SKILLS

• LPL/CCS BranchNet, BETA, Siebel, Microsoft Word, Excel, PowerPoint, Microsoft Office and Internet

• Type 60 WPM

• Clear and concise written and oral communication skills

• Proven accuracy, reliable, self-starter and detail oriented

• Strong work ethic and superior interpersonal and customer service skills

• Ability to answer high volume calls

• Team player that can adapt and perform in any given situation and environment with positive results

• Enthusiastic personality with history of exceeding standards and expectations

• Proven ability to listen effectively to customers

WORK HISTORY

Nov 2012 – Feb 2013 Cost Basis Specialist LPL Financial LLC

• Provided cost basis customer service support to financial advisors and service center representatives

• Proven efficiency in processing service subscription requests utilizing Siebel

• Keen ability to collaborate with peers and management when assistance and escalation are warranted

• BranchNet and BETA navigation

• Processed death distribution updates, wash sales, versus purchases, and employee stock options

• Reconciled cost basis reports and accounts

• Answered high volume phone calls

Aug 2004 – July 2011 Warehouse Supervisor/ Training Supervisor United States Marine Corps

• Motivated and supervised 8+ employees

• Prepared detailed Microsoft Excel/Word/ Power Point Reports and Projects

• Accountable for and maintained $1.2 million worth of military and office equipment that passed surprise audits and inspections

• Successfully shipped and documented $250,000 of office equipment and supplies monthly to support mission readiness of deployed troops.

• Developed the ability to work in a fast-paced environment

• Receptionist responsible for responding to email or fax inquiries in a fast pace environment

• Compiled and sent 600 monthly mailings by deadline with zero discrepancies

• Initiated inter-office correspondence and prepared detailed required reports

• Organized and created a filing system for over 200 clients

• Scheduled and maintained multiple recourse calendars

• Rapidly learned and mastered complex cataloging and ordering systems

• Answered Multiple phone lines

• Requisitioned stocks and supplies to maintain combat readiness for military missions

• Awarded a Commendation Letter for exceptional performance and devotion to duty

EDUCATION

June 2013-Current University of Phoenix Tempe, AZ

May 2004 Bourgade Catholic High School Phoenix, AZ

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