Customer Service Representative

Location:

Posted:

July 22, 2016

Shauri B. Bates

Parker, CO 80134

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

To integrate my practical knowledge and products together with my exceptional

interpersonal and customer service skills, and associate with an organization that

allows me to develop and grow as a financial service professional.

● Current on IRS rules and regulations pertaining to self-directed IRA’s, and

● Possess initiative with ability to lead and mentor others

● Strong written and verbal communication skills

● Meets commitments and deadlines

● Skilled in MS Office tools

Associate Advisor Service Representative, July 2000 – April 2016

● Generated daily transaction confirmations, redemption checks, maintenance

confirmations and shareholder statements, conducting quality control as

● Delivered professional correspondence to shareholders and Fund

companies via email and written correspondence.

● Compute, classify, and record numerical data to keep financial records

● Perform any combination of routine calculating, posting, and verifying

duties to obtain primary financial data for use in maintaining accounting

● May also check the accuracy of figures, calculations, and postings pertaining

to business transactions recorded by other workers.

● Perform general office duties, such as filing, answering telephones, and

handling routine correspondence.

● Classify, record, and summarize numerical and financial data to compile and

keep financial records, using journals and ledgers or computers.

References are available upon request