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Customer Service Representative

Carnegie, Pennsylvania, United States
September 17, 2019

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*** ********* ***** 412-***-****

Pittsburgh, PA 15205


I have a diversified background in finance and customer service, with an applied emphasis in retail brokerage products, IRA regulations, benefits processing and payroll. In addition to my diversified background, I possess outstanding management skills and a client-centered customer service approach. EXPERIENCE

Regus, Pittsburgh, PA August 2012 - Present

Client Service Representative

● Responsible for providing multi-dimensional support within a multi-industry operation which includes but not limited to: Inventory and lease management, concierge and administrative services, invoicing and A/R, preparation/distribution of correspondence and client problem resolution. McKesson Healthcare, Pittsburgh, PA October 2011 –Feb2012 Sr. Payment Representative

Responsible for manually posting payments, rejections, and adjustments to patient accounts, Make corrections to misapplied payments and patient demographic data, Post electronic remittances and maintain electronic files, Note accounts regarding patient responsible of co pays, deductibles, and co-insurance, Report insurance and patient payments to the collection agencies.

Bank of New York Mellon Corporation, /Mellon Financial Corp/Pittsburgh, PA July 2006 – March 201*-****-****

Payroll Specialist

Responsible for administering all aspects of multi-state payroll activities in accordance with established guidelines and requirements, Maintain, enter and verify confidential payroll data, general accounting activities and employee inquiries.

Distribution Specialist

Review trust agreement to determine asset disposition and calculate collected and accrued income for all beneficiaries. Manually calculate monthly beneficiary payments and ensure proper funding of trust accounts, Execute the closing of trust accounts by reviewing asset holdings and determining future cash postings for ultimate liquidation of account.

Defined Contribution Specialist

Maintained defined contribution plans database representing 27,000 participants and over $50 million in trust assets, Processed and balanced 401k savings plans and employee stock ownership plans including reconciliation of trust and participant activity, calculation of earnings and losses, participant loan processing, and coordinating disbursements and transfers, Determined and developed accounting procedures, ensuring successful account and client relationships and service. Passed audit review with no recommendations, Prepared and distributed reporting information to clients and internal personnel, guaranteeing necessary fund transactions. PNC Bank, N.A., Pittsburgh, PA/PNC Brokerage Group 1993-2005 Human Resource Representative

Responsible for validation, data entry, balancing and reporting of exceptional transactions, Maintained personnel records within Compas software including personnel profiles, benefits information, W-2s, salary changes, employee reviews, debiting and crediting employee’s accounts when necessary and Distributed employee paychecks through cost center manager.


111 Community Court 412-***-****

Pittsburgh, PA 15205


Broker Service Representative/Annuities

Responsible for opening annuity accounts for bank customers. Diagnosed and resolved account problems, minimizing and preventing loss to retail investment customers. Served as liaison between brokers and insurance companies, guaranteeing timely delivery of products as well as supporting quality customer service efforts, Interacted with insurance carriers and other banks, promoting prompt payments of brokerage commissions, Handled customer and investment consultant’s inquiries, resolving customer issues and ensuring quality customer service, Distributed and processed mandatory distributions for clients based on government regulations and preventing customers from being charged IRA penalties. Senior Benefit Administration Representative

Provided administrative support to department staff including maintaining employee information database system and reports. Formulated and prepared retirement benefit packages for displaced employees, ensuring timely and accurate employee information for regional Human Resource Representatives.

Calculated vested pension benefits using lotus software. Payroll Clerk

Assisted in reviewing and processing time and attendance sheets for 27,000 bank employees

Maintained personnel records including personnel profiles, benefits information, W-2s, salary changes, employee reviews, making adjustments when necessary.

Distributed employee paychecks through cost center manager. TECHNICAL SKILLS/OPERATING SYSTEMS

Multi-Line Telecommunication Systems

Various Payroll Systems

Microsoft Office

Lotus Notes

Tri-Score Credit Reporting


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