Customer Service Project Manager

PAULA C. DILL

** ******** *****, *******, ** ****7 410-***-**** *********.****@***.***

SKILLS SUMMARY

Outstanding support professional, skilled in use of Microsoft Office products to assist a busy financial services branch. Possess excellent customer service, data entry, and communication skills. Effective multitasker and problem solver. Organized, efficient and diligent worker.

EXPERIENCE

Wells Fargo Advisors 2000-Present

Client Associate

Provide administrative support to the branch manager and financial associates. Duties include:

processing client’s incoming/outgoing correspondence,

opening of accounts

inputting and completing client service requests

work directly with clients, financial advisors and back office staff to resolve service or operational issues

front desk greeter for clients, wholesalers or other business associates

work the multi-phone line switchboard, forwarding calls, handling calls

process incoming office mail (sort & time stamp)

enter and balance deposits

maintain compliance files for branch, accounts payable, sponsorships-contributions

monitor fax machine, delivery receipt reports and insurance policy delivery logs.

order office supplies as needed

coordinate any software updates, migrations and or programs for the branch by working with the IT project manager

set up computer stations for new or existing employees

Bob Bell Chevrolet of Bel Air 1986-2000

Accounts Payable Clerk

Data entry of parts invoices, assist service customers, manage dealership switchboard, and order office supplies for dealership.

EDUCATION

1983, 1995 Strayer College, Harford Community College

Various college courses in business and accounting.

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