Customer Service Representative

Samuel Armijo

**** * ****** *** 505-***-****

Los Angeles, CA 90046 *******.**@*****.***

Objective

To enhance my professional skills in a dynamic and stable work place while delivering exceptional customer service. Qualifications

• Proficient in Microsoft Word, Excel, Outlook, Envestnet, Salesforce, Redtail, Concur and Advisorstream

• Exceptional Communicator and Writer

• Sincere Customer Service Skills

• Team Participant and active listener

Education

University of New Mexico, Anderson School of Management Bachelor of Business Administration, graduated Fall of 2012 Professional Experience

Hilltop Securities Inc Aug 2019 – Aug 2024

Registered Customer Service Associate, Sherman Oaks Support a Senior Vice President, an Assistant Branch Manager, a Director and a Regional Operations Director with their requests, manage their schedule, and help with both transactional and managed accounts within their books of business. Assist our clients with services and sales while providing clients with sincere, humble and superior service. Onboard new clients, train new advisors and new assistants. Collaborate with internal and external business partners to come up with solutions and alternatives that always keep our client’s best interest at heart. Manage expense accounts, advisor websites and social media. Research and approach complicated tasks and issues with an open mind to provide a well thought out, concise and solid solution or plan. Having a contingency plan in place for unseen items that may arise. Recognize associates for their achievements and the hard work put forth. Stay on task, focused and optimistic in every situation.

Edward Jones Jan 2018 – Jan 2019

Financial Advisor, Hollywood, CA

Prospect in local neighborhoods, businesses and networking events. Serve clients by building a tailored portfolio to meet their time horizon, preferences and risk tolerance. Partnering with clients to keep them on track to meet their long-term goals. Attend weekly meetings to learn new techniques and fine tune current ones, to collaborate with peers on areas of success and areas for improvement, and to keep in touch with business partners. Bank of America, Culver City, CA Jan 2012 – Dec 2017 Financial Center Manager

Observe, coach, mentor, model, develop and collaborate with all associates to deliver exceptional customer service in a revenue centric environment. Foster an environment of operational excellence and risk management. Market the bank through weekly sales meetings while maintaining contact with current and potential clients. Use a one team strategy to ensure all partners and leadership are involved in the success of the financial center. Responsible for investing in associate talent which included interviews, continued education, and performance plans. Significant Accomplishments

Red Heart recipient and Chili-head award for providing superior customer service and teamwork Supervisor Advisory Board and Gold star financial center Series 7, Series 66 and SIE examination

Branch Transition Lead-trained advisors and assistants on the rollout and replacement of our investment platform. MOmentum (FIS – cloud based platform, replaced CSS – intranet platform)

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