Customer Service Specialist

Lynn M Baker

Greenfield, MA ***** 413-***-****

Customer Service Specialist

Client Service Specialist with experience assisting investors with their IRA accounts, amongst other types of registrations. Impactful record resolving complaints, providing instructions, answering or referring inquiries and implementing procedures. Known for leadership, excellent interpersonal and communication abilities, the capacity to solve problems, and organizational skills. Committed to creating a culture of excellence, quality, service, and profitability.

Areas of Expertise

Purchase Processing Problem Resolution Regulatory Compliance

Communication Customer Assistance Teamwork

Experience

Virtus Investment Partners 04/2022 - 07/2024

Client Service Specialist

Assisted investors with a variety of tasks, including processing purchases and redemptions for multiple registrations, including IRA accounts and College Access 529 accounts.

Worked with investors regarding problem resolutions, such as requesting stop payments on checks and re-issuing new checks, emailing tax forms and statements to investors and financial advisers on the account.

Assisted investors with enabling them to obtain access to their online accounts.

Obtained Series 6 securities license and kept up with regulatory requirements, including continuing educational.

Insured that the parties were communicating with were the investor and / or financial advisers on the accounts and protecting against fraudulent activity, such as elder abuse.

America’s Yarn Store 09/2020 - 02/2022

Customer Service Representative for WEBS

Took orders for merchandise over the phone. Worked with customers regarding problem resolution.

Assisted customers with questions regarding delivery of their orders.

Assisted customers with how to read patterns and complete their projects.

Responded to emails from customers.

The L.S. Starrett Company 06/2018 - 05/2020

Customer Service Representative

Processed Returned Goods Authorization for distributors and end users and provided instructions to return the product and processed replacement orders, if deemed appropriate.

Worked directly with the Credit Department regarding orders that were pending due to credit issues.

BETE Fog Nozzle, Inc. 05/2017 - 04/2018

Customer Service Representative

Processed purchase orders over the telephone, as well as faxed or emailed orders.

Provided verbal and written quotes for foreign and domestic customers for the products.

Assisted customers with product selections.

Worked directly with the design engineers and applications engineers.

Lynn M Baker 413-***-**** Page 2

Performed manual calculations for pricing for non-standard products, such as products made with non-standard materials or non-standard connection sizes.

Added new customers to database to provide written quotes and take credit card orders over the telephone.

Processed Returned Goods Authorization and advised the customers with instructions to return the product and process the credit, if applicable.

The L.S. Starrett Company 05/2011 - 04/2017

Customer Service Representative

Processed purchase orders are provided over the telephone, as well as faxed or emailed orders.

Provided verbal and written quotes to distributors, sales representatives and end users.

Provided status of existing orders.

Added new customers and dropped ship customers into the database.

Performed maintenance on existing accounts in the database.

Assisted customers with product selection.

Took credit card orders directly over the telephone from end users.

Provided technical assistance when appropriate.

Worked directly with other departments to resolve delivery issues with existing orders.

Education

Associates Degree in Business Administration

Greenfield Community College

Certificate of Completion, Clinical Laboratory Assistant

Springfield Technical Community College

Associates Degree in Liberal Arts

Greenfield Community College

Certifications

In June 2022, took and passed the Securities Industry Essentials exam. In September 2022, took and passed the Series 6 exam during my employment with Virtus Investment Partners.

In September 2010, board certified as a Phlebotomy Technician through the American Society for Clinical Pathology. While employed with Phoenix Investment Partners, LTD, obtained both Series 6 and Series 26 securities licenses. Have been certified in CPR, AED and First Aid through several employers. While employed with Vermont Financial Services, completed numerous banking courses through the AIB, such as Accounting, Mortgage Lending and Introduction to Banking.

Volunteerism

Working with the YMCA and Second Congregation Church to provide meals for people and families in need, 01/2016 – Present.

Baystate Franklin Medical Center. Volunteered my time at the Information Desk and also worked directly with patients in the Cardio-Pulmonary Department, 03/2009 – 10/2011.

Participated in Relay for Life and United Way Fundraising Drives, June 2007 and June 2008.

Cleaned and painted the Center for Self-Reliance food pantry, May 2008.

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