10 years of Client/Customer service experience, in various fields.

DAVID GONZALEZ

**-** ********** ******* *******, NY 11372

718-***-**** ********@*****.***

SKILLS: Bilingual: English/Spanish. Highly experienced Client Service Associate. Able to handle a high volume of client calls in a fast-paced environment, while maintaining emphasis on the highest quality of client service. Excellent oral, written, problem solving and negotiating skills. Able to make decisions independently and with minimal escalations. Proficient in Microsoft Office Word and Excel.

EDUCATION

Hunter College New York, NY Awarded B.S.

WORK EXPERIENCE

CREATIVE MOBILE TECHNOLOGIES, Long Island City, NY August 2019 - September 2021

Client/Customer Service Representative

closed contracts for fleet owners and drivers

Assisted client base with company website navigation

Engaged, in person, with clients in a friendly and professional manner

Answered high volume incoming client inquiry phone calls Services, and policies

Collaborated with management teams to stay updated on new products,

Closed Provided support and solutions to clients with NYC/ TLC policy issues and concerns

Updated fleet owners of fees due, city violations, reports, and expired licenses

Opened and facility in accordance with company regulations

GOLDEN EAGLE PAYMENTS, LLC, New York, NY September 2018 – April 2019

Underwriter, Merchant credit processing

●documentation

●Evaluate condition of client’s business assets

●Liaison between Review applicant financial history

●Process corporation clients and bank representatives

●Respond to client inquires via phone and email

NYCHA (Contract position), Queens, NY January 2017 – September 2018

Client Services Associate

●Scheduled appointments for residential repairs

●Answered 90- 100 calls per day

●Liaison between residents and building management

●Compiled Managerial reports/ Residential Surveys

Teachers Retirement System (Contract position), New York, NY October 2015- December 2016

Client Services Associate

●Advised retirees on retirement procedures and website navigation

●Assisted retirees with filling out forms and turn around expectations

●Educated current and future retirees on retirement savings levels

National Debt Relief, (Contract position), New York, NY March 2014 –June 2015

Client Service/Customer Service Rep

●Answered client’s questions pertaining to delinquent credit accounts

●Assisted clients in understanding settlement goals

●Scheduled client deposits

●Resolved client account issues and discrepancies

●Advised clients of all company products in reference to their specific needs

Glass Lewis, (Contract position), New York, NY March 2013- December 2013

Client Service Associate

●Responsible for Proxy Ballot reconciliation, corrected erroneous ballot entries/account errors

●Open and close client accounts

●Manually entered ballots into Viewpoint proxy system

●Created spreadsheets and reports of proxy ballots to be viewed by management

●Assisted clients in reconciling issues with their accounts

AMAC, Long Island City, NY March 2012- February 2013

General Medical Associate Operator

●Scheduled medical appointments for multi-practice Physicians

●Handled patient pre-registration and insurance verification

●Coordinated with referring Physician offices

●Assisted Patients with at home medical emergencies

●Submitted prescription requests

NEW YORK LIFE, New York, NY April 2009-November 2011

Client Services Representative (Contract position)

●Provided customer service support to brokers, bank representatives, internal and external wholesalers as well as clients of New York Life fixed and variable annuity products.

●Assisted with analyzing and reconciling electronic system variances resulting from erroneous adjustments made to customer on record in processing service requests.

●Calculated and verified electronically produced calculations relating to matters such as rates, quotes, cash surrenders and other policy values, settlement options, premiums, loans, and taxes in accordance with contract provisions and company procedures.

UBS FINANCIAL, New York, NY October 2006-June 2008

Client Services Associate

●Placed orders on the ADP trading platform

●Reported to three Financial Advisors

●Executed Equity, Bond and Mutual Fund trades

●Performed wire transactions and journaled funds to cover trades and house calls

●Maintained Domestic, International and Loan accounts

●Coordinated new account openings and account closings

●Provided exceptional Customer Service for high level clients

●Assisted clients with information in regards to banking products and services

●Researched Commodity reports for the purposes of minimizing trade errors

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