Customer Service Manager
Resume:
Sandra Weaver
Ashtabula, OH
Motivated and enthusiastic, I will work independently to produce quality results, overcoming obstacles in order to complete projects. I work with minimum supervision effectively and efficiently addressing the needs as required. I am highly organized and a self-starter who exhibits good judgment and flexibility to meet the demands of my job. I am able to communicate and relate well at all levels internal and external, seeking opportunities to develop personal abilities and improve individual performance. I demonstrate flexibility by providing back-up support to co-workers in order to maintain the proper service level, also demonstrating the ability to work effectively with people from diverse backgrounds and cultures.
PROFESSIONAL EXPERIENCE
Client Service Associate February 2003 to October 2016
Complex Technology Liaison
Business Service Associate
UBS Financial Services Inc.
30050 Chagrin Blvd. Suite 200
Pepper Pike, OH 44124
Service oriented, provide operational and administrative support to Financial Advisors. Keep management systems up-to-date with client information. Educate clients on account services and capabilities. Help with the preparation of reports and other materials for client meetings. Collect the right documentation for opening new accounts and service requests. Plan team marketing events and maintain marketing materials. Provide the team with a detailed calendar of activities. Provide service to clients on investment accounts, retirement accounts, college accounts, annuities and insurance. Help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Excellent communicator, with solid interpersonal skills, and problem solving skills. Detail and service oriented. Excellent in Microsoft Office Suite and other technologies.
Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information. Dispersed incoming mail to correct recipients throughout the office. Processed deposits for clients and reconciled deposits daily, handled disbursements of check requests to clients, entered and processed overnight mailings and processed all outgoing mail for branch. Ordered all office supplies through purchasing system.
As Branch Technology Liaison, handled all technology issues that arose. Ensured the technical health of the branch by being the liaison between the branch and outside vendors or corporate office personnel with regard to branch technical issues and user technical needs. Responsible for problem resolution in the branch, rather than users callings the service area directly. Log problems and follow up to ensure issues are resolved as efficiently as possible. On-site manager for all additions, deletions or changes made to the technical environment in the branch (i.e., new employees, moves, phones, etc.) Perform routine maintenance on various systems, databases and equipment that affect the technical health of the branch. Responsible for ensuring all first-level basic training users’ needs are met. Conduct training or arrange for another branch employee to handle specific applications. Coordinate additional training with the regional Training Specialist. On-site manager for TRAC releases involving new systems, system upgrades and enhancements, new equipment, etc. Oversee and implement installation of new computers, phone systems and scanning systems. Liaise with property manager on facilities management issues.
Executive Assistant/Office Manger August 1977 to September 2002
Zehrco Plastics
Ashtabula, OH 44004
Through my 25 year tenor starting as a temporary typist, I worked in all phases of the manufacturing company; customer service/sales, production scheduling, compound scheduling, shipping and purchasing. For the last 10 years, I was the Executive Assistant to the President and Vice President and Office Manager. Managing the dayto-day operations of the office. Prepare and edit correspondence, communications, presentations and other documents. Design and maintain databases. File and retrieve documents and reference materials. Conduct research, collect and analyze data to prepare reports and documents. Manage and maintain executives' schedules, appointments and travel arrangements. Arrange and co-ordinate meetings and events. Record, transcribe and distribute minutes of meetings. Monitor, screen, respond to and distribute incoming communications. Answer and manage incoming calls. Receive and interact with incoming visitors. Liaise with internal staff at all levels. Interact with external clients. Co-ordinate project-based work. Review operating practices and implement improvements where necessary. Supervise, coach and train lower level staff. Plan, organize and execute all client and employee events.
SKILLS
Excellent customer service skills, Proficient in Microsoft Office products including; Word, Excel, PowerPoint, Outlook, and Internet Explorer. Possess strong written and oral communication skills including the composition of letters and report processing; effective time management skills; and the ability to perform precise record keeping. Very knowledgeable of all office equipment, implementing IT programs, phone systems, setting up computer systems and data technology. Notary Public.
EDUCATION
Graduate of Harbor High School
REFERENCES
Ricardo Popovsky Sarah Stratton
Vice President Wealth Management Vice President Wealth Management
UBS Financial Services Inc. UBS Financial Services Inc.
Becky Britton Fred English
Manager/Perkins Restaurant Engineer/GMR
OBJECTIVE
To pursue a challenging and rewarding opportunity that will utilize my excellent communication skills (verbal and written) in addition to utilizing my ability to work independently, with diversity and/or as an integral part of a team.
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