Associate Service Consultant Client Services Expert

Janetta L. Harris Associate Service Consultant – Client Services, FSP *******.******@************.*** 816-***-**** Alternate: **************@*********.***

Professional Summary

Customer service professional with over 10 years of experience in financial services, government agencies, and client support roles. Proven ability to manage high-volume inquiries, support financial advisors, and deliver accurate, timely solutions. Adept at cross-functional collaboration, account management, and client onboarding. Passionate about helping people and committed to continuous learning and service excellence.

Professional Experience

LPL Financial – San Diego, CA Associate Service Consultant, Client Services – FSP 2019 – Present

Provide full-time support to financial advisors transitioning from other broker-dealers as part of the Strike Team.

Cross-trained in multiple departments including Move Money, New Accounts, and Account Transfers.

Deliver high-touch service to advisors and clients, ensuring seamless onboarding and account maintenance.

Collaborate with internal teams to resolve complex service requests and maintain compliance standards.

Internal Revenue Service (IRS) Customer Service Representative Oct 2020 – Mar 2021

Verified taxpayer identities and retrieved tax records to assist with overdue returns.

Created and managed case files for unresolved tax issues.

Delivered accurate information while maintaining confidentiality and professionalism.

Maximus (U.S. Census Bureau Contract) Call Center Representative Jan 2020 – Jul 2020

Handled inbound calls to assist citizens with completing the 2020 U.S. Census.

Provided clear instructions and resolved inquiries regarding census participation.

Maintained high call quality and compliance with federal guidelines.

DST Systems / SS&C Technologies Investor Relations Specialist – Alternative Investments Oct 2017 – Jan 2020

Managed communications for over 40 alternative REIT clients, including financial advisors and transfer agents.

Conducted in-depth research on alternative investment products and provided timely updates.

Played a key role in expanding client coverage and improving service delivery.

Tyco / Johnson Controls Customer Service Specialist – Alarm Systems 2015 – 2017

Supported vendors and businesses with troubleshooting burglar and fire alarm systems.

Promoted to the CSG department, specializing in alarm silencing, work order scheduling, and emergency response coordination.

Ensured accurate communication with emergency services to prevent false dispatches.

️ Core Competencies

Financial Services Support

Client Onboarding & Retention

Cross-Functional Training

Account Transfers & New Accounts

Taxpayer Assistance

Alternative Investments

Call Center Operations

Alarm System Coordination

Case Management

Research & Problem Solving

Contact this candidate