Customer Service Data Entry

Tiffany Moser

**** ******* *****, ********** *****, CA 92649 • ad1r3y@r.postjobfree.com • 714-***-****

Objective

Dedicated and experienced Customer Service Specialist with proven success managing client accounts and providing excellent service to clients and supporting teams. Seeking a remote or hybrid position where I can utilize my 30 years of experience to be an asset to your team.

Skills

Computer Literate with strong Excel Skills

Extremely Detail Oriented

Team Player

Quicker Learner

Multi-Task Talented

Self-Starter

Administrative Support

Active Listening Skills

Time Management

Comfortable in Fast Paced Environment

Experience with Servicenet, Data Entry

Strong Communication Sk ills

Dedicated

Hard Working

Professional Experience

Client Services Manager

LIBERTY CAPITAL MANAGEMENT, Santa Ana, CA

05/2007 to 04/2022

Interacted with clients on a regular basis to quickly alleviate issues and provide account status updates

Built client relationships by responding to inquiries, identifying and assessing clients’ needs, resolving problems, and following up on potential and existing clients

Worked closely as a liaison between clients and internal teams (Operations, IT and Account Management) for maximum collaboration efforts

Opened new brokerage accounts and handled new and additional business with mutual fund distributors

Processed applications for annuity, life insurance and health insurance transactions

Monitored the processing of incoming and outgoing checks, wires and ACH transfers

Created client invoices for advisory fees and tracked the collection of advisory fees and commissions

Prepared quarterly portfolio performance reports and portfolio analysis reports for client meetings

Investigated SEC, IRS, and FTB rules and regulations as required

Utilized financial planning and project management software to create financial plans and retirement projections

Responded to requests for client and firm information from in-house and government auditors

Maintained responsibility for the filing of client records and documents utilizing an electronic filing system

Ensured completion of logs and compliance reports as required by the advisor’s sales procedure manual

Personal Caregiver 06/2022 to 10/2023

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