Customer Service Specialist, Customer Relationship Specialist

Aidan Moncrief

**** * **** ****** **, Apt B. Tucson, AZ

630-***-**** ***********@*****.***

**** ********** ** ******* ******** with BA in Law, exceptional interpersonal/client facing skills, team player, with two years’ experience in financial services looking for the next step in my professional career.

Advisor Services Representative—Charles Schwab, Phoenix, AZ

2021-2023

Assisted approximately 100 financial advisors with daily operations, opening accounts, money transfers, account issues, and relationship management. Consistently outperformed representatives with significantly more experience, received performance bonuses, and appeared at the very top of rankings for call effectiveness and efficiency. Responsible for understanding and completing a variety of applications to assist advisors in unique investment scenarios. Able to effectively communicate with a variety of personalities across multiple departments.

KAMP Student Radio DJ, Mobile DJ Manager—University of Arizona, Tucson, AZ

2019-2021

Created and broadcasted weekly radio shows on University KAMP radio station. Coordinated relationships with University entities while hosting live music events on campus. Met with the Executive Board weekly to assist in creating and maintaining long lasting business relationships with different departments on campus.

Call Center Operator—University of Arizona, Tucson, AZ

2019-2020

As a fundraiser at a call center on the University of Arizona campus, I called alumni, parents, and friends of the University to secure pledges for a variety of University programs. Using call software and various marketing strategies, I spoke with University friends and alumni, creating passionate donors, excited to give to their favorite programs and initiatives on campus.

Additional Experience

2016-2024

Have worked consistently since age 17 in a variety of jobs; as a restaurant server, golf caddie, sales associate and as a customer experience guide.

Interests

Aviation (am currently working to get my pilot’s license)

F1 Racing

Live Music

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