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Customer Service Manager

Location:
Chicago, IL
Posted:
January 29, 2017

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Resume:

KENNETH D. KIEBLES *********@*****.*** *** North Dearborn Street, Apt 1308

708-***-**** Chicago, IL 60654

EDUCATION

DePaul University, Chicago, IL 2015-Currently Enrolled

Bachelor of Science in Business: Finance Expected Graduation: March 2017

Current GPA: 3.2/4

Moraine Valley Community College, Palos Hills, IL 2013-2014

GPA: 3.5/4

Experience

Morgan Stanley-Smith Barney LLC, Chicago, IL, Private Wealth Management Intern December 2016-Current

Responsibilities Included: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs.

UBS-Davis Wealth Mgmt. Group, Oakbrook Terrace, IL, Financial Planning Intern September 2016-October 2016

Responsibilities included: Analyzing investment statements from outside accounts, organizing client workshops, constructing financial plans for existing/potential clients, creating asset allocation reports for clients, learning about a variety of different investment vehicles used in today's market environment, partaking in group discussions directed by a financial advisor.

Forester’s Financial, Lombard, IL, Financial Representative Intern September 2016-December 2016

Responsibilities included: Attend bi-monthly intern class/conference calls that cover different financial concepts each week. Observe training classes, taught by office management, for new reps in which participants work together to come up with solutions for client cases and learn about advanced topics. Work on a mock client project throughout the internship, using knowledge gained in classes to put together recommendations/illustrations for hypothetical clients. Present results of the mock client project to the intern class at the end of the program, demonstrating the knowledge and understanding gained throughout the internship.

Uber/Lyft, Greater Chicago Area, Driver/Self-Employed May 2015-Current

Responsibilities included: Providing safe and professional customer service while transporting customers to their desired destination. Responsible for filing self-employed taxes.

Red Mango, Burr Ridge, IL, Manager March 2014-June 2015

Responsibilities included: Opening/closing store, providing professional customer service, reconciling cash, daily deposits, analyzing and ordering inventory, training, coordinating work schedule, and delegating responsibilities to team members.

Skills

•Proficient in Microsoft Office

•Outstanding analytical skills

•Interpersonal Communications

•Excellent leadership/management qualities

•Quick Learner/ Keen Observer

Leadership, Involvement, and Honors

Bloomberg Market Concepts Certified April 2016

Description: Certified as an individual who has a thorough understanding of the Bloomberg Terminal and its components.

Phi Theta Kappa Honor Society 2014-Current Organization Information: International honor society for students beginning undergraduate careers at two-year colleges.

Presidents List, Moraine Valley Community College 2014 Spring Semester

Dean’s List, Moraine Valley Community College 2013 Spring/Fall Semesters

REFERENCES AVAILABLE UPON REQUEST



Contact this candidate