Customer Service Representative

Nancy L. Weiss

*** ***** ****** ******, #**-***

Aurora, CO 80012

Home 303-***-**** Cell 720-***-****

CAREER PROFILE

Enthusiastic, dynamic, resourceful client relations representative with almost 30 years of increasingly responsible experience in various industries, including 13 most recent years in the payroll and investment industries. Proven track record of strong planning, organizational and communication skills with the ability to prioritize and manage multiple objectives. Team builder with excellent interpersonal skills and ability to establish and maintain strong relationships, both internally and externally. Exceptional intuitive listener who values the worth and dignity of others. Qualifications include:

Customer communications & liaison affairs Excellent analytical and problem-solving skills

Make workable sense out of chaos in short order

Anticipate situations and prepare accordingly

PROFESSIONAL EXPERIENCE

The Financial Group, LLC - Client Relations Representative

10/10/10 - 10/16/12

Handled administrative work for the owner, Marshall Hamilton. Handled client relations with customers wishing to purchase into IPO's. (The owner and company moved to Scottsdale AZ in late October 2011)

ADP Inc. - Client Account Representative

5/21/07 – 4/16/10

Consulted with and instructed clients in regard to system and payroll processing issues and policies, including state and federal statutory tax policies and issues, billing and setting up system features. Utilized 11 systems to provide client assurance of complete and accurate customer service.

Fiserv Investment Support Services/Fiserv Trust Company - Senior Client Relations Representative

1/05 - 3/07

Served as liaison between clients, financial representatives, and Fiserv operations regarding account information, company policies and IRS rules and regulations governing IRAs. Professional relationship-building with customers and financial representatives. Analyzed and resolved account problems, including proper trade execution, distribution of funds, transfer of accounts, contributions, tax reporting and asset positions.

AIM Investments – Formerly known as INVESCO Funds Group - Financial Services Representative

11/99 - 7/04

Provided response to telephone inquiries from shareholders, registered financial representatives and broker/dealers. Reviewed written materials to assure that documents were in good order to set up new accounts, transact trades, and make transfers into accounts. Trained new representatives and wrote a training manual for payment processing procedures. Transacted trades from imaged customer and broker instruction.

JANUS Funds - New Accounts Representative

11/97-10/99

Established new accounts of all types, including IRAs, Money Purchase Plans, Trusts and other retirement accounts. Responsible for adding and maintaining account, banking and distribution options, adhering to company policies and IRS rules & regulations regarding those plans.

EDUCATION

M.A. and B.A. - Educational Psychology- University of Illinois – Champaign and Chicago IL

Series 6 Financial Representative License, expired

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