Data Entry High School
Resume:
ANDREA
DANIELS
ad2cuq@r.postjobfree.com
Loganville, GA 30052
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SKILLS
Delivering Medical Records
Excellent Driving Skills
Delivering Medical Supplies
Error Detection
Word Processing
Spreadsheet Management
Portfolio Maintenance
Document Management
Compliance Requirements
Stock Market Understanding
EDUCATION
Martinsburg College
Martinsburg, WV • 12/2023
Medical Coding/Billing
Miami Southridge Senior High School
Miami, FL • 06/1995
High School Diploma
PROFESSIONAL SUMMARY
Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
WORK HISTORY
Courier Connection - Medical Courier
10/2023 - Current
Communicated route progress to management, noting traffic, and construction issues to avoid delays for critical deliveries.
Followed safety procedures and regulations to protect packages and vehicles.
Built professional relationships with customers and business partners to establish trust and credibility.
Loaded and unloaded packages onto delivery vehicles for proper storage and handling.
Established lasting relationships with customers by delivering packages on time, interacting professionally, and responding promptly to questions.
Communicated with dispatch and customers for accurate delivery information.
Utilized GPS technology to navigate delivery routes and avoid traffic congestion.
Obtained signatures for delivery documents and packages.
Frabel Gallery Inc - Data Entry Specialist
Remote • 08/2023 - Current
Completed data entry tasks with accuracy and efficiency.
Compiled data and reviewed information for accuracy prior to input.
Reviewed and updated client correspondence files and database information to maintain accurate records.
Maintained files, records and chronologies of entry activities.
Collaborate with other departments to resolve discrepancies in data.
Maintain confidentiality of sensitive information
BNY Mellon - CLIENT SERVICE SPECIALIST
Remote • 11/2022 - 06/2023
Provided knowledgeable service and support for all customer needs.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Supported loan process by gathering loan documentation and assisting with loan processing and general loan analysis.
Proactively assists clients in reviewing potential business. needs and facilitates introductions to the appropriate resources at BNY Mellon.
Accurately updated client's records.
Provided guidance to less experienced team member.
Help with password resets.
Processed return mail.
Assisted clients through chat.
Morgan Stanley - Registered Associate
Duluth, GA • 09/2019 - 09/2022
Educated clients on industry rules and explained complex industry terminology.
Managed the processing procedures of new account applications.
Processed client deposits and securities.
Assisted with preparation of marketing campaigns and seminars.
Managed client calls and disseminated information to appropriate advisor.
Excellent customer to high-net-worth clients.
Generated and packaged research reports.
Researched account inquiries and provided resolutions.
Facilitated client complaints to the appropriate management team and department.
Partnered with financial advisor for increased business market exposure.
Merrill Lynch - Registered Client Associate
Duluth • 03/2012 - 09/2019
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Facilitated new client onboarding process and investment account setup.
Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Established and maintained compliance files and client records in accordance with firm and regulatory requirements.
Placed equity orders for client accounts.
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