Customer Service Representative
Resume:
Shahzaib Merchant
San Antonio, TX
*****************@*****.***
Disciplined and insightful Operation specialist with 3+ years of experience Financial field of mutual funds. Analyzed client data thru crm and acting as liaison between department in order to to archived constructive goals for the company. I am very curious and fast learner considerate of tasks. Not passive to take responsibility.
Authorized to work in the US for any employer
Work Experience
Store Manager
Chevron(Defy inc) - San Antonio, TX
December 2022 to Present
1. Maintain store daily needs
2. manage employees
3. collect data of sales and inventory
4. Work with accounting/ hr for payroll, experience with gilbarcopos Investment Associate
Victory Capital Management - San Antonio, TX
March 2022 to November 2022
As an specialist I provide guidance, with consultative sales and service approaches, process automatic investment plan changes, and other service functions through phone. Maintain priority to deescalate the situation with member, in certain situation i have retained Members by educating them about their portfolio and the needs and implanting about tax events that they can avoid. Process payments of clients via ach for sell and buy.
Investment Portfolio Representative
Capital Group flex - San Antonio, TX
November 2020 to March 2022
Experience with High Net Worth clients on day to day basis Process clients buy and sell orders for mutual funds using sap application Updating system to match with brokerages and firms ex:(dealers change, network and updates between firms). After 6 months of efficiently process work I took my responsibility not only managing accounts, but also intaking new clients.
Process documentation for transfer/ rollover with other brokerage and dealer firms Input data from payments received on company management software, compelled with high accuracy Fraud Analyst
Alorica - San Antonio, TX
April 2020 to June 2020
Review all fraud charges submitted by customers, and verify with customer via call Customer Service Representative
Alorica - San Antonio, TX
March 2020 to June 2020
Handled 300 chats in shift
Performed my Job using programs such as : excel, share point, appian CSR - Customer Service Representative
Conduit Global - San Antonio, TX
June 2019 to November 2019
Received income calls of clients customer help them assist better with products and service such as paying bills and selling products,I always tried to use deliver the promise e every time in each call to give customers best experience on that call, plus developing value generation for clients CSR/Sales
zexcel technologies - San Antonio, TX
May 2017 to March 2018
• Interacted with customers through live chat
• Kept records of customer complaints
• Processed orders and customer transactions
• Assisted with technical support duties
• Performed data entry for customer information and orders Education
High school diploma
San Antonio College - San Antonio, TX
October 2016 to February 2017
Macarthur High School - San Antonio, TX
August 2012 to June 2016
Skills
• Microsoft SQL Server
• Technical support
• Salesforce (3 years)
• Data Collection
• Network Support
• Live chat
• CRM software
• Sales
• Financial Analysis
• Route Driving
• Clerical experience
• Microsoft Excel
• Computer networking
• Cash register
• Microsoft Windows Server
• Investment
• Customer Support
• Operating Systems
• Data entry
• ACH
• SharePoint
• Communications (2 years)
• Account management
• SAP
• Customer service
• Balance sheet reconciliation
• Inventory control
Certifications and Licenses
Driver's License
Contact this candidate