Customer Service Management
Resume:
Christie Langlois
Hartford, CT **105
acyjms@r.postjobfree.com
Objective
My career goals are gaining experience and knowledge on the financial side, as well as administration. I have supported executive level management as well as directors. With strong organization skills, I find I have the level of skill to integrate both.
2016-Current
American Senior Benefits - Agent/Advisor
I currently hold a licence for Life, Accidental, and Health. I am AHIP certified for all Medicare Advantage plans in Connecticut, as well as all Medigap national plans. I also hold additional training for Annuities and Extended Care.
February 2013- 2016
UBS - Hartford, CT - S Client Service Associate
I was previously the lead CSA for the Cyphers Dubey group, handling all account opening and maintenance as well as operational and customer service responsibilities. I was also previously number four in the entire New England Complex for total support staff compensation. I have held the number three position in the New England Complex for most quarters in the past two years in securities backed lending . I have supported a team of three advisors, and I have also managed account opening and maintenance for Schwerin Boyle Capital Management exclusively. I have previously been commended for my excellent client service skills. November 2011 - January 2013
UBS - Springfield, MA - Client Service Associate
Operational responsibilities included document management, and daily financial obligations under the directions of Certified Financial Planners. This position also requires excellent organizational skills, as well as follow-up and problem solving skills. I was able to gain knowledge of navigating systems that were required for this position, as well as comparing numerous reports from both Investment Research and Wealth Management research. I am proficient in performance reports using Consult Works, Morningstar, and Thompson One. I also handled team marketing, as well as administrative tasks to the Branch Manager.
Education
August 2006 - May 20012
Bay Path College, Longmeadow, MA - Bachelor of Arts 2
Obtained an Internship that lead to employment at UBS Financial Services. I was also granted a scholarship towards a Master’s in Business Administration.
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