Client Service Representative

G. Stewart Martin

*** ********* ******

Goose Creek, SC 29445

803-***-**** cell

843-***-**** home

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

OBJECTIVE: To obtain a position as a client service representative. With my relevant consultative experience, I believe I would be an asset to your team.

EDUCATION:

B.A. in Spanish, minors in Business Administration and Latin American Studies

Lander University, Greenwood, South Carolina, 1995

PROFESSIONAL EXPERIENCE:

Financial Consultant, AXA Advisors, LLC 1/09 – 7/09

•Designed financial plans to help clients achieve their financial goals.

•Explained tax mitigation strategies to high net worth individuals.

•Illustrated insurance applications to protect wealth legacy.

Participant Services Representative, Mercer Outsourcing 1/08 – 12/08

•Educated 401(k) participants on the functionality of their company’s plan.

•Reduced document turn-around time by 50% by properly informing participants on form submission.

•Enrolled new employees in their 401(k) plan and explained investments.

Loss Prevention Investigator, BellSouth Long Distance 11/05 – 6/07

•Detected fraud and high-level debt on accounts by analyzing call data.

•Managed customer complaints and authorized account adjustments.

•Performed thorough background investigation on client accounts.

Bilingual Investigation Assistant, BellSouth Telecommunications 2/03-11/05

•Analyzed accounts suspected of subscription fraud.

•Reviewed over 10,000 accounts for toll abuse.

•Trained employees on fraud alert systems.

Storeroom Attendant, Hagemeyer - Temporary position 6/02-2/03

•Managed replacement part inventories and logistics for plant technicians.

•Provided critically needed production supplies on a Just-In-Time basis.

Bilingual Customer Service Representative, Travers Tool Co. 5/01-5/02

•Supported outside sales teams with continuous order fulfillment.

•Established business relationships with Puerto Rican and domestic Spanish-speakers.

•Met departmental sales goals with consistent up and cross selling.

Materials Logistics Representative, Nortel Networks - Temporary position 2/01-5/01

•Coordinated return materials logistics for field technicians.

•Recovered over $2 million in surplus telecommunications equipment.

International Researcher, Best Doctors, Inc. 8/99-8/00

•Created a medical resource database of over 2000 physicians by interviewing and qualifying doctors in Latin America.

Accounting Clerk, South Carolina Department of Juvenile Justice - Temporary position 12/98-7/99

•Investigated problematic accounts and provided sound decisions for resolution.

•Developed strong rapport with executives, managers, staff and customers.

Community Agriculture Extension Agent, U. S. Peace Corps 7/96-9/98

•Organized community association meeting in the Dominican Republic with the primary goal of building a more supportive and unified community.

•Raised money from local establishments to strengthen business relationships.

AWARDS AND RECOGNITION:

•Spanish Honor Society

•Vice President of Public Relations, Toastmasters International

PROFICIENCIES:

•Bilingual English/Spanish

•FINRA Series 7, 63 & 65 licenses

•Microsoft Office Suite

•OmniPlus

•Siebel

•SC Life, Accident and Health Insurance License

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