Customer Service Quality Assurance

Karen M. Meyer

*** **** ***** **** *, Hebron, IN 46341

219-***-**** – Res

219-***-**** - Cell

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

Professional Objective

An Administrative or Finance position in which acquired expertise, education, creative talents and commitment to excellence will have valuable application.

Summary of Qualifications

• Innovative Professional with more than 15 years of administrative experience with demonstrated initiative, creativity and success. Proactive leader/manager with refined business good judgment, and exemplary people skills.

• Expertise of investment operations, office management, marketing, client relations, strategic planning, organization, bookkeeping, inventory control, quality assurance, conflict resolution, and staff training/supervision.

• Quick study, with an ability to easily grasp and implement new concepts, methods and technologies. At ease in high stress, fast-passed situations with multiple responsibilities. Thrive in both individual and team environments.

• Superior leadership, motivations, administration, interpersonal, intuitive, and oral/written communications skills.

• Proficient in the use of various computer programs and software applications.

• Notary public

Professional Experience

8/95-Present Edward Jones Valparaiso, IN

Senior Branch Office Administrator

Manage daily office functions and assist the Investment Representative with business development and marketing efforts. Answer and screen incoming phone calls; generate correspondence, memos, Financial Assessment presentations, Portfolio, Mutual fund hypotheticals, Life Insurance quotes, Estate Processing, Cost basis and providing stock and bond quotes. Coordinate business calendars, obtain office supplies, and maintain branch records while meeting compliance guidelines. Gather and prepare billing information, and distribute invoices to clients, brokers and custodians. Provide support and speaking at regional meetings, training and mentoring new Investment Representatives and Branch Office Administrators. Maintained strong client relationships by providing personal customer care/service, meeting deadlines, and quickly resolving any problems or issues.

4/91-8/95 A. G. Edwards & Sons Chesterton, IN

Wire Operator

Entered orders for all representatives and input daily information of agency trades including futures, T-bills, bonds, securities options, and currency trades. Opened new accounts, processed all incoming/outgoing checks and documents, ordered supplies, and coordinated direct mailings and investment seminars. Trained and supervised 10 support staff employees.

1/89-6/91 Dante’s Hebron, IN

Greeted and escorted guests to their tables, answered phones, and served customers in a busy restaurant establishment. Provided excellent customer service, enhanced meal presentations, and delivered food/beverages to the table in a pleasant and timely fashion. Trained and mentored new employees in efficient serving techniques. Balanced and reconciled cash/credit receipts, and performed daily opening, closing procedures. Resolved emerging complaints/issues, ensured quality service and complete customer satisfaction.

Education

University of Phoenix – Phoenix, AZ

Bachelor of Business Administration GPA: 3.52

Business Clubs

Valparaiso Noon Kiwanis

2004 - Present

References upon request

Contact this candidate