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Customer Service Representative

Columbus, Ohio, United States
January 14, 2017

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Elizabeth Whitten

*** ****** **.

Groveport, OH *3125

Phone: 614-***-****


OBJECTIVE: To obtain a position as a teacher, using my skills which I have gained from my time working as a substitute teacher and the knowledge I am gaining in the classroom while I attend classes to receive my Master’s Degree in Education.


Grand Canyon University

Masters of Education in Special Education

Ohio University-Athens, Ohio

Bachelor of Arts, Political Science


Alliance Data Whitehall, Ohio Customer Service Representative Mar 2015-Jan 2016

Managed loyalty and marketing campaigns for clients’ branded credit cards by answering inbound calls from their customers

Assisted with client requirements and client support inquiries via phone and email

Processed routine transactions for customers, including credit card setups, payments on credit card accounts and other account updates

Coordinated with other departments when necessary to ensure positive customer experience

Provided quality service by comprehending procedures and continued product knowledge

Maintained assigned clients’ accounts and assessed their needs, provided recommendations and implemented solutions to address their needs

Worked to achieve sales goals

Consistently met or exceeded goals regarding call times, customer satisfaction and other call center metrics

Earned bonuses and awards for exemplary performance

Reason for leaving: Moved to Chicago to help care for family member with serious medical condition

Whitten page 2

Morgan Stanley Columbus, Ohio Client Service Professional Dec 2014 – Mar 2015

Worked with clients to ensure proper account opening procedures and documentation

Answered inbound calls from clients to provide account information and Private Wealth Advisors

Maintained key relationships with clients and Private Wealth Advisors

Proactively resolved clients’ issues and concerns

Learned the business and products in order to assist Private Wealth Advisors

Placed orders for clients in brokerage and advisory accounts

Assisted as tech support for clients with the Morgan Stanley website

Reason for leaving: temporary contract position for tax season

Combined Insurance Agency Canal Winchester, Ohio

Executive Assistant Jan 2008 – Oct 2014

Answered inbound phone calls and directed calls to appropriate person

Set up database to readily identify each client's needs

Gathered required personal information necessary for claims

Scheduled meetings, made travel arrangements for agents

Performed additional routine office tasks, ordered office supplies

Assisted clients in answering questions regarding applications process

Informed clients by phone or written correspondence about the documentation required to process a claim, required time frames, payment information, and claim status

Reason for leaving: Office closed

Franklin County Educational Service Columbus, Ohio

Substitute Teacher Aug 2001- June 2008

Worked in various schools in Franklin County

Worked as long-term substitute teacher grades pre-k through 12th grade

Followed lesson plans and when necessary, implemented my own lesson plans

COMPUTER SKILLS: Word, Exel, PowerPoint and Access; Internet


ADDITIONAL COURSES/SKILLS: First Aid, CPR, Communicable `` Diseases, Early Childhood Education

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