Customer Service Representative

Location:

Posted:

November 18, 2015

Carson Blake Davis

Justin, TX 76247

************@*****.***

QUALIFICATIONS

Eleven years of experience in the financial services field

Excellent verbal and written communication skills

Proficient at MS Word, Excel, PowerPoint, & Access

Excels at finding creative solutions to new problems

Skilled at learning new concepts quickly while working well under pressure

EDUCATION

University of North Texas Denton, TX

Bachelors of Business Administration in Finance, 2013 3.6 GPA

EXPERIENCE

5/15-Present Sparkle Brite Pool Stores Carrollton, TX

Consultant

Coordinated new small business startup operations

Developed integrated inventory tracking system

Provided support for store management software and QuickBooks

Prepared month-end financial reports and cash flow budgets

7/11–03/12 TD Ameritrade Fort Worth, TX

Customer Service Representative

Provided and explained account information to customers

Assisted customers in placing brokerage trades through various trading platforms

Performed transfers, withdrawals, and deposits per customer requests

Explained trading rules and restrictions related to customer accounts to clients

11/99-04/10 Fidelity Investments Westlake, TX

Software Support Specialist

Educated customers in the use of web and software based trading platforms

Diagnosed and resolved technical issues on client computers

Advised investors on appropriate trading strategies based on investment objectives

Evaluated customer needs and constructed custom solutions

Reviewed peer technical submissions and updated departmental knowledgebase

Prepared and presented PowerPoint presentations to team on monthly basis

LICENSES

FINRA – Financial Industry Regulatory Authority

Series 7: General Securities Representative (not current)

Series 63: Uniform Securities Agent State Law (not current)