Customer service in retail, hospitality and finance.

MICHAEL LEE

**** ****** ***** ****, ********** WA, 98233 · 904-***-****

********@*****.***

Highly qualified professional with experience in multiple fields including customer service, retirement savings plans (401k), and equity stocks (LTI & ESPP). Holds licensure in the series 7 and 63 since 2018.

EXPERIENCE

APRIL 2022 – JULY 2024

WELCOME TEAM CONSULTANT, Empower

Reaching out to new participants to welcome them to Empower. Answering any questions they may have. Assisting with the website, transactions. and informing them of all resources available to help them on their next steps towards financial wellness and freedom.

MARCH 2018 – JANUARY 2022

FINANCIAL SERVICES REPRESENTATIVE, Merrill Lynch

Customer interaction and recording of transactions, inquiries, comments, and complaints along with actions taken. Ensure appropriate resolutions for all customers, including retirement and non-retirement accounts.

NOVEMBER 2017 – MARCH 2018

COOK, Carrabba’s Italian Grill

Prep, cook, and deliver high quality dishes. Maintain exceptional standards in taste, quality, and presentation. Uphold cleanliness and safety standards.

JUNE 2015 – NOVEMBER 2017

COOK/SERVER/TRAINER, Darden Restaurants

Promote and maintain excellent customer service and food quality. Ensure customer satisfaction through personal interaction. Train new and transfer employees, promoting quality and consistency.

EDUCATION

DECEMBER 2021

BACHELOR’S IN BUSINESS ADMINISTRATION, Daytona State College

SKILLS

Customer & Personal Service & Relations

Management of Financial Resources

Problem Solving

Team building & Training

Critical Thinking

Coordination

LICENSURE

Series 7

Series 63

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