Melissa C. Bartolome

** ***** ****** *******, ** 07735

Tel: 732-***-**** Mobile: 646-***-**** Email: adxkdl@r.postjobfree.com

Experience

Clarus Group LLC Freehold NJ (Remote) Temp

Administrative

•New Client Onboarding. Prepare new prospective client forms and applications, including necessary disclosures. Further assist in successfully completing the new client onboarding process and subsequent follow up items such as setting up client online access and linking bank accounts.

•Schedule client meetings, prepare client meeting materials and complete follow up items. Update CRM accordingly.

•Ensure that all new client data is entered in Performance reporting and Billing Platform (Black Diamond), CRM System (Red Tail), risk Management Platform (Riskalyze) and (Right Capital).

•Client Service, Prepare new account applications, handle account transfers and rollovers, initiate and track money transfers, answer routine client questions and confirm transactions.

•Year End Item, Provide back office assistance. Required IRA distributions, Roth IRA Conversions. Assist clients with accessing 1099’s as needed.

•Annual Account reviews, follow up on tasks generated from comprehensive annual/quarterly account reviews. Ensure that all follow-up tasks are scheduled and completed.

•Support the team of financial advisors in preparing for client events-webinars, seminars, client appreciation events, etc.

Zebra Pen Corp (Edison NJ) 02/16-3/23

Account Manager/ Customer Service

• Receive, process and maintain all orders (including EDI), via phone, fax and email as well as

Drop Ship Orders.

• Handle all customer/consumer inquires, complaints and requests thru email, phone and fax.

• Import all EDI orders

• Process all manual orders

• Process ASN’s.

• Process order acknowledgments via EDI.

• Investigate any fines or penalties regarding mis shipments, late shipments or incorrect ASN’s

•Set up all UOM conversions per customer via V-Sync

•V-Lookup

• Set up new accounts in customer master file

• Set up all new items in cross reference

• Run Daily open order reports

• Manage all social media outlets/inquires via Facebook and Instagram.

• Issue call tags and process return authorizations.

• Check Accelos daily for purchase order changes and cancellation requests.

• Work to resolve any item/backorder issues. Work closely with Sales Business Analyst regarding

back order or stock level issues.

• Provide shipping status on purchase orders. Closely track and maintain orders during BTS.

• Assist Sales Managers and Sales Analyst with actual sales vs forecasted sales.

• Provide reports for sales managers upon request.

• Manually process E-Commerce orders that may have had importing issues.

• Assist customers with navigating the website to place orders.

• Research all routing and shipping requirements for new and existing customers.

• Office Maintenance support.

• Cross trained to back up Project Manager and Logistics Compliance Manager.

• All other tasks as assigned by Director of Operations.

• Created and updated the Customer Service Manual.

•Run Weekly a discontinued item report and removed items from Company Website.

Geox USA Inc (Edison NJ) 8/05-2/16

Senior Account Manager

• Supervised a team of 20 responsible for managing critical business activities for all Independent

Federated Department Stores and Internet Accounts.

• Process all orders via EDI, phone fax and email.

• Placed reserve bulk orders for all Federated Department Stores.

• Managed Vendor Relationships.

• Coordinated routing and shipping requirements for new and existing accounts.

• Reviewed weekly sales reports to ensure products were delivered on time.

• Trained new hires in AS400 and EDI.

• Maintained and updated extensive filing/ contact management database.

• Processed return authorizations.

• Handled all E-Commerce orders via phone, fax and email.

• Processed Sample orders.

• Coordinated Trade Shows.

• Organized a team to start a Geox Golf Line.

• Maintained Company website.

• Office Maintenance support.

Independence Community Bank (Staten Island NY) 10/99-8/05

Senior Customer Service Representative/Team Leader

• Team Leader 15 people under my supervision.

• Trained new hires.

• Maintained and updated confidential records and prepared departmental correspondence.

• Handled an average of 200 plus customer calls daily.

Education

Fashion Institute of Technology 06/95

Associates Degree Business Merchandising & Management.

Skills

Excellent communication skills, Bilingual English/Italian, fully proficient in all Microsoft Office, D365, EDI

Citirx, AS400, Axapta, Redtail, Black Diamond, Right Capital and Internet Capabilities.

Contact this candidate