Front Desk Customer Service
Resume:
Heather Tadlock
Robertsville, MO *****
***********@*****.***
To leverage my 13+ years of operations experience, office skills, and client interaction into a new role within a new company.
Work Experience
Credit/Margin SOSS3 Associate
Wells Fargo
May 2017 to October 2019
Started in Credit as a SOSS3
Processes extensions for firms, FINRA and internal Process service requests including DTC, Jolson, wires, ACH, and restriction request, etc. Beta and wisdom proficient
Working various reports and working with firms to be sure everything is covered. Reading account activity
Placing and removing BORD restrictions.
Working with firms to ensure everything is processed correctly. Senior ESOP Associate
ESOP - St. Louis, MO
March 2006 to May 2017
Works with branches and companies to ensure a smooth transaction for the client. Sends payments to companies from the client s accounts by check, wire and ACH. Works with DTC to bring in shares, and book them into client accounts. Do my best to answer questions for co-workers and branches. Started in the Insurance and Annuity department of AG Edwards. Front Desk Attendant
Holiday Inn Express - Pontoon Beach, IL
November 2004 to January 2006
62040
Worked with customers
Answered phones
Worked with money.
Used computer system to organize confirmations.
Concessions Clerk
Granite City Park District - Granite City, IL
May 2001 to August 2001
62040
Worked with money
Counted inventory
Worked with the public.
Education
Certificate
Sullivan University
2002 to 2003
Skills
• ANSWER PHONES
• CUSTOMER SERVICE
• ORGANIZATIONAL SKILLS
• PAYING
• FILING
• ACH
• 10 Key Data Entry
• Office Administration
Additional Information
SKILLS PROFILE
10 Key proficient
Beta System
DTC Experience
Good filing and organizational skills
Ability to answer phones and provide customer service to the branches and customers. Able to multitask and organize to process items in a timely manner. Works quickly and efficiently while paying great attention to detail. Very fast learner and always willing to help out and learn new processes.
Contact this candidate