Customer Service Financial Services
Resume:
Kathleen O'Brien
Client Relationship Associate
Mesa, AZ 85201
***********@*****.***
To gain a full-time position in Financial Services or Customer Service with the possibility of
advancement into a managerial position.
Authorized to work in the US for any employer
Internal Sales and Service Analyst
RP Private / Annuity
Nationwide Financial – Scottsdale, Az
May 20, 2019 to present -
Internal Sales and Service Analyst
Randstad/Nationwide Financial
October 16, 2018 – May 19, 2019
Staff and field calls with existing 401k account and pensions customers. Also works with investment professionals
And customers understanding the different products and services Nationwide services. Maintains a record of the
Conversations and follows a process of documentation to support our strategy of knowing our member better
Than anyone and use the information to drive the relationship deeper with Nationwide. Follows all rules and
Regulations to ensure compliance with FINRA or other licensure requirements. Performs other duties as assigned.
Client Services Representative
Mass Mutual Insurance - Phoenix, AZ
May 2016 to June 2018
Series 6 licensed. Defined benefits and pension buyout call center representative. Staff and field calls
with existing 401k participant's problem solving. Have a broad knowledge of the financial industry and
an understanding of Mass Mutual’s service model. Responsibilities include: investigate and decision daily
incoming claims using multiple systems and tools; resolve client differences; answer service requests
and inquiries received from various channels. Processed loan distributions and also termination distributions.
Client Relationship Associate
Randstad/Vanguard - Scottsdale, AZ
June 2015 to May 2016
Responsibilities
Staff the telephone lines and field calls from current and potential clients at vanguard. Provide
excellent customer service. Handles incoming calls from clients that sometimes require research and
outgoing calls. Process transactions and changes on accounts. Series 6 licensed.
Retail Sales Clerk / Assistant Manager
Circle K Corporation - Fountain Hills, AZ
April 2009 to June 2015
Responsibilities
Assisted all clients in purchasing products. Daily books and bank deposits. Hiring of employees.
Caregiver for Catherine Marsh
Circle K Corporation
September 2009 to May 2010
cancer patient
Insurance Agent II
Balboa Insurance - Chandler, AZ
August 2008 to May 2009
Made outbound telephone calls to customers to verify insurance coverage. Maintained QA and QC
goals.
Personal Banking Officer
M&I Bank - Scottsdale, AZ
December 2006 to February 2008
Develop, retain and expand banking relationships with clients by profiling and tailoring financial
solutions to satisfy specific client needs in order to meet established individual and department sales
goals. Thoroughly understand and explain products and services to clients using benefit statements.
Provide quality, personalized service to ensure customer satisfaction and retention.
Customer Service Manager
M & I Bank - Scottsdale, AZ
October 2005 to December 2006
Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing
work; appraising performance; rewarding and disciplining employees; addressing complaints and
resolving problems. Accountable for directing and administering a retail branch of $150 million while
ensuring that the branch is providing superior customer service. Also responsible for all operations and
branch audits.
Insurance Agent
Mutual of Omaha - Phoenix, AZ
August 2003 to October 2005
Generated life, health, long term care products and annuities for clients. Provided quality, personalized
service to ensure customer satisfaction.
Branch Manager/Vice President
Wells Fargo Bank - Scottsdale, AZ
June 1997 to April 2002
Responsible for managing a $40 million location with a team of twelve employees. Development of the
branch; training and coaching staff; delegation and monitoring daily activities. Overseeing the quality
and effectiveness of branch operations with an emphasis on meeting sales goals.
Education
Attended in Business with a concentration of Finance
University of Phoenix - Phoenix, AZ
2013 to 2016
Newton High School - Newton, NJ
1974 to 1978
Skills
Customer Service, Call Center, CSR, Customer Care, Customer Support
Certifications/Licenses
Contact this candidate