Customer Service Office Administrator
Resume:
Shaun Thomas
Great Falls MT *****
406-***-**** (MST)
I have extensive experience in finance and customer service. I excel in working with a team in building relationships and exceeding goals.
FINRA Series 7
FINRA Series 6
FINRA Series 63
*Organized, Strong work ethic *
* Reliable/ Time Management skills *
* Excellent communication Skills *
* Flexible
PROFESSIONAL EXPERIENCE
Pacific Life
Annuity Specialist (Remote)
12/2023 - 08/2024
Working with clients over the phone, high volume, educating clients and financial advisors. Placing trades, reviewing accounts, statements, paperwork.
Edward Jones
Branch Office Administrator
Great Falls MT
03/2023 - 11/2023
Working with clients face to face and over the phone. Managing office, scheduling, placing trades per financial advisors instructions. 05/2021 to 01/2022
Ameriprise Financial
SPS Brokerage
Remote service center, placing trades, answering questions about accounts, money movement, setting up arrangements, check request. 09/2019 to 01/2020
ESP PERSONNEL
Recruited nurses throughout the United States for per diem work 04/2019 the to 09/2019
Receptionist/Charles Willis Insurance Agency- Yucca Valley Answering phones, setting appointments, calling on delinquent accounts. Posting payments, balancing deposits, quoiting CEA and auto insurance. 03/2015 to 04/2018
Client Relationship Specialist
Charles Schwab and Co.- Indian Wells,
Cashiering duties, check disbursements, review new account documents. Review documents to adhere to
compliance.
Proactively uncover additional business development opportunities. Schedule appointments with Financial Consultants, maintain documents and office supplies. Setting branch events, Managed Branch Calendar. 11/2010 to 02/2015
Relationship Banker/Small Business
Specialist JP Morgan Chase - Yucca
Valley, CA
I work with customers face to face and over the phone discovering their financial
need by providing product and service information and make recommendations.
Contact this candidate