Customer Service Representative

Resume

SMITA CHHETRI

Address: *** ****** ****, **********, ** - 19468

E-mail: *******.*****@*****.***

Visa Status – EAD Card (Eligible to work in USA without any sponsorship)

BRIEF OVERVIEW

2.5 year of experience as a Customer Care Representative.

To make best use of my skills and strive hard to come up to the Expectation of Organization or dedicated and disciplined in Professional Seeking the position of Human Resource Professional, to contribute to the company’s growth and in turn ensuring personal growth within the organization. I am organized and possess a serious understanding of confidentiality and data protection.

Experience and Professional Qualification

Currently working as Retirement Plan Service Associate for Vanguard – April 2021 till date (Contract through Infosys)

KEY RESPONSIBILITIES

Assisting customers with asset allocation, investment guidance, and plan specific information.

Achieved good amount of understanding on 401K plans, funds, products, and services through on-job training.

Provided high quality client service across Institutional Participant Services by responding to participant phone inquiries and providing account and plan information from various information systems

Identified participant needs/problems with professionalism and efficiency; determining alternative solutions; resolving the problem using current workflow procedures

Initiated transactions for participants including loans and withdrawals from their retirement plan accounts.

Initiating a Rollover transaction into an IRA or into a new Qualified 401K Plan.

Good amount of knowledge with Hardship Withdrawal and assisted caller with any questions related to processing in their requests.

Created requests for Special Handlings for Cheque using Internal tools

Assisted caller with any changes needed for their Installment Amount or Pension Plans.

Created QDRO/NOD work items as needed and have a good understanding of the entire end to end process.

Assisting participant with Technical Support for Online Access incase of Dual Synergy case.

Processing of Uncashed Forfeited Check by providing details to the Account Holder.

Creating Life Events case for Deceased participants and supporting the account holder family with related information.

Generating Tax Forms (if not auto generated) using RUMBA and send it to participant.

Doing In-Service Withdrawal and Rollover as required by the plans.

Assisting participant with Loan and Withdrawal Inquiry and any queries related to past due payments

History Merge for Old Statements as needed by the Participant.

Worked as a Customer Service Representative in Solix Inc. – Remote – Jan 2021 – Feb 2021

KEY RESPONSIBILITIES

Scheduling COVID 19 vaccination appointment for Inbound and Outbound calls after doing a series of pre-screening questions.

Respond to telephone inquiries, providing quality service to customers and associates inquiring about COVID 19 vaccination.

Working on issues and corrections for the customers having problem with the vaccine registration.

Handle 100+ calls daily with duties including signing up for vaccine, resolving the queries over the phone.

Worked as an Accounts Assistant in Accounts Payroll Department in Chester Upland School District, PA – May 2019 – March 2020

KEY RESPONSIBILITIES

Checking incoming paperwork (correspondence, invoices etc.) and making copies before distributing

Provided General Ledger support and analysis inclusive of period-end financial close responsibilities.

Responsible for monthly review and approval of journal entries and account reconciliation on a timely basis and applying all required controls.

Formulated, prepared, and issued bills, invoices and account and financial statements with increased efficiency to ensure timely deliverable.

Worked with Supervisor in medical insurance claims of Employees.

Sorting all papers alphabetically and according to content, dates, significance etc.

Creating or update records with new files and information

Storing all paperwork in designated places securing the important documents

Enter paperwork into an electronic system either by data entry or by using optical scanners

Working knowledge of Tally

Deal with all requests to access files and keep logs of borrowed papers

Follow policies and confidentiality dictations to safeguard data and information

Monitor inventory of files, paper clips etc. and report shortages

Compile and sort invoices and checks.

Place checks in envelopes and mail out.

Record business transactions and key daily worksheets to the general ledger system.

Record charges and refunds.

Support accounting personnel.

Input type vouchers, invoices, checks, account statements, reports, and other records.

Provide front desk customer service.

File and tally deposits.

Work with adding machines, calculators, databases and bank accounts.

Match invoices to work orders.

Process bills for payment.

Open mail and match payments to invoices.

Arrange for money to be delivered to bank.

Utilize computer systems to run databases, pay bills and order supplies.

Ensure customers accept payments or refunds.

Worked in CYINT TECHNOLOGIES as HR EXECUTIVE from January 2011 till March 2012.

KEY RESPONSIBILITIES

Executive Role:-

Dealing with the Government Tenders, Bidding of Government Forensic Tenders and preparation of all the relevant documents related to Tenders.

Dealing with customers for supplying Forensic products to the Government organization all over India.

Dealing with Forensic Organization outside India regarding Supply of products and providing them remittance (preparation of all the relevant documents) in time from our organization.

Keeping and preparation (follow-up) of documents all the advanced import and direct import of our organization.

Sending proposal to all the government organization regarding products and quotation.

Preparing all bank cheques regarding EMD deposit regarding tenders and keeping follow up status of tender after bidding.

Highly motivated, ambitious and driven, with an outgoing professional manner, I have excellent interpersonal skills, which allows me to effectively communicate at all levels

Developing solution & strategies

Analyzing and understanding markets, competitors and customers business environment.

Also attended pre-bidders meeting with our Technical team.

Keeping and updating all the records on timely basis as when needed.

Recruitment Role:-

Recruiting candidates depending upon organization requirement through portals, internal jobsites, external Jobsites, employee referrals. Check In absence of Exec- HR-Issuing Offer Letters, Joining Formalities, and Issuing Appointment Letters Interview Management Talent Pipeline.

MIS Role:-

Timely Submission of MIS Report Recruitment Report and Induction Report and in absence of AM- HR- assists HOD in payroll processing Leave & Attendance support.

Admin Role:-

Keeping records of all expenses of our organization and reporting to our senior .Booking tickets and planning trip for our technical team to deliver products whole over India. Keeping follow up of all the shipments form onsite until delivery and keeping records of due payment of our organization after installation and delivery of products.

STRENGTH

Irrespective of me being MBA in Human Resource, I have enhanced my effective vis-à-vis fluent communication, Confidence & Presentation Skills. It makes me suitable for all the parts of management specifically HR. My skills best fits in these areas of management.

COMPUTER PROFICIENCY

Good knowledge of MS Word, Excel, Power Point, Outlook, MS Teams

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