Research Analyst Client Service

Ted Fils-Aime

***-** ***** ****** ********, NY **422 ********.***@*****.*** 718-***-****

SKILL SETS

Microsoft Office (Word, Excel, Powerpoint)

Lotus 123

Quickbooks

NASDAQ Level II

WORK EXPERIENCE

TSI NY – Operations Research Analyst New York, NY 9/2015- Present

Research medications in the database for clients.

Process work assignments for daily medical use.

Follow up with vendors to see if account receivables are paid.

Review billing, medications, and attendance database.

Northwestern Mutual Financial – Financial Advisor New York, NY 7/2012-8/2013

Process prospective clients via telephone database.

Perform factfinder interviews for prospective clients.

Responsible for opening life insurance accounts for clients.

H&R Block – Client Service Professional Fresh Meadows, NY 1/2010- 4/2011

Responsible for greeting customers and preparing tax files.

Collected fees or monies from tax preparation.

Booked tax preparation appointments on the computer for prospective clients.

VOLUNTEER EDUCATION

Zucker Hillside Hospital (LIJ) – Receptionist New Hyde Park, NY 08/2013- 08/2015

Greeting clientele and answering phone calls.

Making photocopies and filing documents.

Scanning and Faxing documents

EDUCATION

St. John’s University – Bachelors of Science Jamaica, NY May 1994

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