Customer Service Microsoft Office

Sandra Velasquez **** Adoree St., Downey, CA ***** ******.**********@*****.*** 562-***-****

Objective

To obtain a challenging career and develop new skills that will allow me to provide excellent services in the business field.

Experience

MullinTBG El Segundo, CA 2008 – 2015

Account Manager

Day-to-day point of contact for clients and trustees

Ensure the client team and individual work product is timely and accurate

Consistently fulfill internal and external commitments and responsibilities

Provide client with daily service support, problem solving and trouble-shooting.

Conduct monthly audits, produce various ad hoc reports which required the use of v-look ups and pivot tables, respond to internal and external inquiries, and generate benefit statements on a routine basis

Coordinate clients’ activities, participants, trustee and insurance companies with excellent organizational skills and attention to detail

Forecast distributions for funding purposes

Processes plan terminations and distributions, benefits, and account change forms utilizing excel and word processing software skills

Research and respond to inquiries regarding accounts via written and verbal communication

Facilitate daily activity of deferred compensation plans with Client Company and participants using outstanding client services and knowledge of benefits, insurance and investments products

Upload participant contribution dollars into the database and process participant distributions as they commence

Train new employees, as well as provide assistance and coaching

Communicate and coordinate cross-departments to fulfill clients’ needs such as IT and Insurance departments

Work on special projects that are important to process improvement

Citibank Seal Beach, CA 2006– 2008 Personal Banker

Responsible for opening and closing the financial center as well as printing the reports

Performed tasks such as opening deposit accounts, taking loan applications, and handling customer service requests

Established, developed and retained long-term relationships with current and potential customers in the community

Responsible for offering and selling financial products and services (i.e. CD's, IRA's, Loans, Investments) to both consumer and business customers

Met sales and customer goals by proactively meeting and greeting customers and quickly identifying needs as they enter

Created new sales pitches for customers

Organized and structured the business day to maximize efficiency

Forecasted and analyzed the ability to reach goals with the use of spreadsheets

Morgan Stanley Irvine, CA 2005– 2006 Financial Advisor

Proactively sought and located new clients

Used consultative selling techniques, as well as analyzed clients’ financial needs and provided adequate solutions

Prepared presentation material for clients and protects

Researched the market for new, innovative products

Recommended/sold specific, appropriate products

Worked with top producing brokers in marketing strategies and presentations; also translated the presentations in Spanish

Summary of Skills

Detail-oriented with strong research, analytical, assessment, and problem-solving skills

Ability to quickly accommodate to change and adapt accordingly

Work well independently and in a group environment

License: Series 7, 66, 31 Insurance: Life and Health

Computer: Proficient in Microsoft Office: Excel, Word, PowerPoint, Access, Adobe Photoshop, Outlook, Quicken, Money, Data Entry

Fluently speak, write, and read Spanish

Education

California State University, Long Beach Long Beach, CA Spring 2004

Bachelor of Science (BS) in International Business

Bachelor of Science (BS) in Finance

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