Customer Service Professional with Financial Experience

ESTHER DEL VILLAR-SANCHEZ

Bedford, TX

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

Professional Summary

Reliable and dependable customer service professional with experience assisting customers in financial and tax service environments. Skilled in communication, problem-solving, account assistance, multitasking, and providing excellent customer support in fast-paced office settings.

Skills

Customer Service and Client Support

Account Assistance and Problem Resolution

Excellent Communication and Teamwork

Microsoft Office and Windows 10

Data Entry and Multitasking

Organization and Time Management

Call Center and Phone Support Experience

Professional Experience

Fidelity Investments – Customer Service Representative Westlake, TX

July 2021 – April 2026

Provided excellent customer service while assisting participants with retirement and account-related questions.

Educated customers on plan options, loans, withdrawals, and online account access.

Resolved account access and service issues efficiently and professionally.

Maintained accurate account documentation while handling confidential information.

Worked effectively in a fast-paced customer service environment while meeting performance expectations.

Liberty Tax – Customer Service / Tax Professional Grand Prairie, TX

January 2018 – May 2022

Verified tax return accuracy and reviewed customer documentation for completeness.

Validated client information and ensured forms were processed correctly.

Communicated issues clearly with clients and followed through to resolution.

Provided friendly and professional support while assisting customers with tax-related questions.

Education

ATI Training Center – Business Administrative Technology Richland Hills, TX

July 2005 – April 2006

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