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Support Representative Service

Location:
Alta Sierra, CA, 95949
Posted:
September 27, 2022

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Resume:

AARON STOCK

Phone: 916-***-****

Email: ***************@*****.***

PROFESSIONAL EXPERIENCE

Star Diamond Broker, Sales Representative, 2014- Present

Responsible for selling diamonds to both wholesale and retail clients

Analyzed and purchased diamonds from clients and other diamond dealers

Responsible for maintaining financial records including general bookkeeping, managing accounts receivable and accounts payable, processing payroll, and handling shipping and tracking process

Managed all incoming and outgoing inventory

Reviewed credit ratings and other risk factors for new customers

Attended Gemological Institute of America and obtained diamond grading certification

Interbank FX, Currency Trading Service Representative, 2007-2013

Assisted individual traders with company technology and trading tools for trading spot foreign currency online

Provided clients with market news, economic data, and updates on market conditions

Developed and implemented strategies for customer retention

Served on outbound calling team that contacted potential clients to explain services and assist in the account opening process

Fidelity Investments, Brokerage Service Representative, Salt Lake City, UT, 1999-2006

Acted as a daily support representative for brokerage account clients

Provided clients with market news, quotes, account information, and other general investment data

Worked on support line that assisted clients with tax reporting issues, tax forms and general tax guidelines

Focused on cross-selling Fidelity accounts and services through outbound sales calls

EDUCATION

Gemological Institute of America, 2007

Obtained certification in diamond grading

Salt Lake Community College, 1998-1999

General Studies

Skyline High School, 1997 Graduate

SUMMARY OF QUALIFICATIONS

10 years of customer service and sales experience with an emphasis on the financial services and diamond industries

Excellent telephone and online customer service skills

Successful experience with both telephone and face-to-face sales

Computer skills including internet, word processing, and spreadsheets

Experience with financial markets including currency trading and the stock market

Advanced knowledge of the diamond and jewelry industry

Knowledge of basic bookkeeping and experience with office management

Highly motivated and able to quickly learn new concepts

References furnished upon request



Contact this candidate