Customer Service Management
Resume:
Jimmy Phan
PO Box **** Glendale, CA *****
*****.****.**@*****.***
Education
University of CA, San Diego La Jolla, CA 2005 Bachelor of Arts in Economics
Minor in Music
Employment
Dial-A-Coin Whittier, CA
2014 - 2015
Staff Assistant
Was responsible for day-to-day operations which included answering phone calls, drafting and responding to emails, and general customer relations.
Assisted with product development and gathered data of industry trends.
Conceived and formulated marketing strategies for product exposure.
Designed and submitted multiple logo concepts for brand merchandising.
Completed various office duties upon management requests.
LPL Financial Services San Diego, CA
Senior Cash Mgmt Specialist
Oversaw ACH electronic transaction, fed-wire transfer, and check printing operations that averaged $30 million in daily disbursements.
Managed daily reconciliation of general ledgers & suspense accounts and reported data to senior management.
Identified and eliminated workflow inefficiencies, which reduced processing turnaround time for distribution requests.
Evaluated operational controls to minimize impacts on corporate risk.
Implemented LEAN improvement strategies and trained the processing staff accordingly.
Assisted in developing procedure manuals for daily cash management operations.
Notified financial advisors of service related issues and offered potential solutions within FINRA guidelines & corporate policies.
Maintained monthly error reports and analyzed data for inaccurate processing trends.
Selected as a department subject matter expert for cash management inquiries.
2007 - 2014
TD Ameritrade Inc. San Diego, CA
2005 - 2007
Institutional Asset Transfers Associate
Reviewed and processed a variety of brokerage account transfers.
Verified and deposited all Institutional Services transfer checks.
Performed journal entries between client accounts.
Primary contact for DTC stock & government bond transfers.
Skills & Abilities
Experienced in Cash Management operations ranging from transactional processing to cash balancing procedures.
Well versed in workflow assessment and process efficiency enhancement.
7+ years of finance experience in reviewing customer accounts, service level management, and customer service support.
Competent researcher, creative problem solver, and dedicated team leader.
Strong interpersonal skills, highly energetic, a willingness to learn, and a professional drive to succeed.
Contact this candidate