Customer Service Rep

Experienced Administrative Specialist skilling in financial analysis, budgeting, financial

reporting, account reconciliation, and utilizing Microsoft Office applications. With a proven track record of driving operational efficiency and implementing strategic initia- tives, managing accounts payable, and receivable processes, preparing reports, optimiz- ing processes by multi-tasking, and managing budgets to support organizational goals. EMPLOYMENT

Customer Service Support -Ins Professional July 2025— Present Teleperformance USA Richmond, VA

• Handle and carefully respond to all customer inquiries

• Assist clients with account-related inquiries, insurance policy information, and fee billing concerns.

• Serve as a subject matter expert for online billing and policy changes. Customer Support Manager May 2022—Dec. 2024

Cary Street Partners Richmond, VA

• Provided exceptional client service by ensuring compliance with financial regulations and company policies.

• Assisted clients with account-related inquiries, asset movements, and fee billing concerns.

• Led new hire training programs, improving customer service standards across all branches.

• NICE Call reviews

Specialist Customer Relations Jul. 2014—May 2021

• Managed a team handling customer service request, including asset movement, account changes, and wire transfers.

• Communicate with clients to resolve account-related issues efficiently and professionally.

• Developed customer service policies to improve response time and service quality. Client Service Representative 2014— 2016

• Served as the first point of contact for clients regarding brokerage account pledging and financial transactions.

• Assisted customers in resolving account discrepancies and processing fund release requests.

• Maintained strong relationships with internal teams to ensure smooth transaction processing. Account Support Specialist 2013— 2014

• Served as the first point of contact for clients regarding brokerage account pledging and financial transactions.

• Assisted customers in resolving account discrepancies and processing fund release requests.

• Maintained strong relationships with internal teams to ensure smooth transaction processing. Client Support Manager 2010— 2013

• Served as the first point of contact for clients regarding brokerage account pledging and financial transactions.

• Assisted customers in resolving account discrepancies and processing fund release requests. 9224 Clearbrook Place

EDUCATION

John Tyler Community College:

A.A.S. Business Management

LICENSES

Series 7, Series 24, Series 63, Series

9, Series 10, Series 99

Life/Health/Annuities, Variable

Personal Lines

SKILLS & COMPENTENCIES

MS Office – Word, Excel, Outlook,

Customer Service & Support

Client Relationship Management

Account Maintenance & Resolution

Problem-Solving & Conflict Resolu-

Financial Transactions & Processing

Communication & Team Collabora-

Processing/Routing Information

Written and Oral Communica-

High Degree of Confidentiality

Purchasing * Accounting

Reimbursements * Reconciliations

Expense Reports * Budgets

Wells Fargo Advisors Richmond, VA

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