Customer Service Representative

*********@***.*** Jie Wells **** University St

904-***-**** Jacksonville, FL 32209

Statement of Purpose

Motivated professional seeking an employment opportunity with a dynamic firm that allows me to master new competencies while utilizing my proven Business and Finance skill sets to contribute to company growth.

Accomplishments and Highlights

Strong Microsoft Office experience including Word, Excel, and Outlook

Keen Understanding of Fundamental and Technical analysis of trading markets, commodities and stocks

Previously Licensed Series 3 Commodities Broker, Formerly held Life, Health and Variable Annuity License for Florida

10 plus years customer service experience ranging from international high net worth clientele to local face to face interaction

3 plus years training experience, including light technical and employability skills

Education and Training

Florida A & M University Bachelor of Science Business, Finance Concentration

School of Business and Industry 2006

South University Master of Business, Current Student

Work Experience

MCI / Spectrum Cable August 2021 – November 2021

Internet support for current clients

General customer service

Wing Nation P.C.

Cashier November 2019 – August 2021

General cashier duties including completing opening and closing procedures

Tracking and replacing inventory on daily basis

Tampa Bay Workforce Alliance March 2009 – June 2010

Career Counselor / Job Developer / Recruiter January 2011 – June 2012

Interviewed job candidates to determine skills, knowledge and abilities; compared qualifications to existing job orders; made job eligibility referrals if appropriate

Created work experiences with employers for youth candidates, ages 16 to 21, with severe employability barriers such as criminal backgrounds

Fostered new relationships with employer partners by explaining programs offered by the Tampa Bay Workforce Alliance and how those programs could be leveraged to provide opportunities for candidates and the company

i Trade FX October 2007 – August 2008

Foreign Currency Broker (Licensed Commodities Broker), Registered AP

Generated and corresponded with new trading accounts for retail spot FOREX division; self-trading, managed assets or institutional clients, ranging from $3000 to upwards of $50,000 per self-managed trading account, $100,000 plus for institutional clients

Engaged with clients to determine best trading practices by examining market knowledge, investment style, financial ability, trading strategy and portfolio goals

Specialized Compliance Training, topics included: Anti-Money Laundering (AML), Suspicious Trading Activity (Churning, etc…) and know your client requirements

StrategyWise Consulting (Internship / 1099 Employee) May 2005 – March 2009

Contract Liaison, Instructor

Assisted with the creation of budgets, procurement, managing concurrent timelines, and coordination of multiple groups

Provided initial financial forecasting for the purpose of solidifying governmental and local contracts ( ranging from 24,000 – 2 million dollars), for public and private sector contracts eventually awarded to the firm

Improved clients technical abilities by providing training in various software applications and basic computer use

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