Delivery Driver Customer Service
Resume:
Eric Guzman
Authorized to work in the US for any employer
San Antonio, TX 78251
******.****@*****.***
Successful professional with corporate customer service experience seeking position in the investment and financial industry. Recognized for ability to develop strong relationships and plan strategically. Strengths include:
• Leadership
• Training
• Time Management • Relationship Building
Willing to relocate: Anywhere
Authorized to work in the US for any employer
Work Experience
Shareholder Services Representative
Capital Group/American Funds - San Antonio, TX
November 2016 to May 2021
• Responsible for high-volume inbound phone calls from shareholders, financial professionals and internal colleagues.
• Took on challenging customer interactions with patience, empathy and composure, knowing when to take ownership and when to escalate client concerns.
• Relayed complex, ever-changing information about mutual funds and financial service regulations.
• Built trust in these interactions by learning new concepts and researching information in real-time to provide solutions
• Managed customer accounts
• Resolved customer issues
• Worked in the inbound call center
Annuity Specialist
JPMorgan Chase & Co - San Antonio, TX
August 2011 to November 2016
• Aid the Advisor(s) by building and maintaining client relationships and assisting the Advisor(s) with ongoing financial planning for clients and referral source management
• Assist in managing relationship and account reviews; prepare timely and accurate performance reports
• Help identify cross Line of Business partnership opportunities
• Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
• Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
• Facilitate accurate and timely account set up, money movement and investment trades Education
High school diploma
South San Antonio High School - San Antonio, TX
August 1998 to June 2002
Skills
• Research
• Upselling
• Account Management
• Financial Planning
• Risk Management
Additional Information
• Computer operation (10+ years) • Computer skills (10+ years)
• Customer support (10+ years) • Research (10+ years)
• Technical support (4 years) • Typing (10+ years)
• Microsoft Word (8 years)
• Microsoft Excel (5 years)
• Microsoft Office (5 years)
• Microsoft Powerpoint (7 years) • Public relations
• Financial analysis
• Risk management
• Financial modeling
• Driving
• Quality assurance
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