Services Representative Client
Resume:
Education
Ursinus College, Collegeville, PA Graduated December 2022
-Bachelor of Arts degree in Media and Communications with a minor in Economics GPA: 3.93
Experience
SEI, Remote January 2023 – Present
Private Banking Client Services Representative (August 2024 – Present)
Associate, Business Rotational Track (January 2023 – August 2024)
-Work on projects and presentations that bring new ideas and prospectives to the company
-Rotate through different parts of the company every six to eight months
-Rotations included:
oClient Services Representative, Private Banking Client Services Team (March 2024 – July 2024)
Respond to client questions, comments, and concerns, while also reaching out to the respective teams internally that will help us reach a thorough conclusion.
oBusiness Analyst, Private Banking Change Management Team (August 2023 – March 2024)
Help new clients transition to our technology by providing systems training, hosting weekly client meetings, identifying potential upgrades and defects, and going onsite to their offices for support.
oAnalyst I, Corporate Actions Team (January 2023 – August 2023)
Process client requests, post name changes and mergers, keep in contact with clients, and work through the reconciliation of our business-as-usual processing.
Pulseology Gym, Hilton Head, SC July 2024 – Present
Fitness Instructor
Soulbeat Studio, Audubon, PA August 2023 – March 2024
Front Desk and Childcare Worker
The Palace Bowling Alley, Downingtown, PA December 2019 – August 2023
Party Hostess, Bartender, and Front Counter Associate
-Bartend, Answer phones, check in guests, create reservations, set up, host and clean up for parties,
Ursinus College, Collegeville, PA March 2022 – December 2022
Lead Economics Tutor
Ursinus College, Collegeville, PA July 2020 – December 2022
Campus Safety Senior Dispatch Associate (January 2021- December 2022)
-Hire, train, and create work schedules for team members
-Handle student and public calls
-Use various online systems to dispatch campus safety officers and keep daily activity logs
United States Liability Insurance Group, Wayne, Pa Summer 2022
College Help, Sales Enhancement Team and Personal Lines Underwriting Assistant Teams
-Pull notes for the week on the Teams’ sales calls
-Prospect new customers, load information for those that qualify into system for sales team members to call
-Bind renewals for customers
Camp Saginaw, Oxford, PA Summer 2021
Counselor / Assistant Division Leader
Home Depot, Parkesburg, PA May 2020 – December 2020
Paint Department Sales Associate
Cherry Crest Adventure Farm, Ronks, PA Summer 2015-Winter 2018
Entertainment
-Work on multiple activities and attractions that required guest communication and problem solving
-Host and emcee pig races, encouraging crowd participation
Honors
-Whitians Honor Society
-Theta Chi Lambda Honor Society
-Phi Betta Kappa National Honor Society
-Dean’s List (2019 – 2022)
-Founding Group of Ursinus College Investment Management Company
Activities
-SEI Cares April 2022 - Present
oVolunteer through SEI with local charities and non-profits
-Eta Xi Chapter of Sigma Sigma Sigma Sigma Sorority Fall 2021- December 2022
oSocial Chair (December 2021-Present)
oSlate Board Chair (Fall 2022)
-Ursinus Startup Business- Independent Study Summer 2021- May 2022
-Ursinus College Investment Management Company (the Women’s Fund) August 2020 – May 2021
oAnalyze and research the stock market for profitable investments, then present findings to the Finance Board at Ursinus College
-Ursinus Students Today Alumni Tomorrow Summer 2019 – Winter 2021
oChair of the Philanthropy committee (December 2020 – December 2021)
-Ursinus College Cheerleading Club Summer 2019 – December 2022
oCaptain 2021-2022 and 2022-2023 seasons
-Ursinus College Best Buddies Summer 2019 – Fall 2021
oWork diligently with people who have special needs by planning events and spending time with them
Related Skills
-Conversational Spanish
-Working knowledge of Microsoft Office Suite
-Public Speaking
Contact this candidate