Customer Service Representative

Carolyn McCarthy

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

Highland Lakes, NJ 07422 Cell: 508-***-****

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

Carolyn McCarthy

Objective

Obtain a position in the financial services support with an established company offering opportunities for career advancement.

Computer Skills Highly proficient with Microsoft Office including Word, Excel, and Outlook. Other experience includes TA2000, TADesktop, Avaya, PQ, NiceLog Universe, Prime Meridian, Crystal Reports and Internet Explorer.

Experience

January 2009 - Present

Currently enrolled in The New Pathways to Teaching in New Jersey (NPTNJ) Program

October 2007 - November 2008 Restaurant Technologies Inc Clifton, NJ

Area Account Manager

Conduct Professional meetings and presentations for groups

Manage sales materials ( customer presentations, contracts, pricing, etc).

Manage equipment installation calendar and serve as liaison.

Conduct on-site survey and preparation for equipment installation.

Display/demonstrate equipment product & services.

Quote prices and credit terms and prepare sales contracts.

Manage & lead customer data using online program.

Conduct customer on-site training and education.

Investigate, prioritize, and resolve customer issues.

October 2005 - October 2007 New York Investment Management Parsippany, NJ

Participant Service Representative

Provide account and investment information to participants, regarding their 401 (K) and pension retirement account.

Responsibilities include processing financial transactions and resolving participant issues, answering daily webmaster inquiries, assisting with the new hire training

Maintained an average productivity of 81.20%

Actively involved in the asset retention project

Obtained Series 6 License

August 2002- October 2005 Boston Financial Data Services Quincy, MA

Senior Supervisor Communications

Proactively managed the day-to-day operations of fourteen customer service representative to ensure business-operating requirements are met and/or exceeded.

Monitored staff performance, developed goals and action plans to enhance staff quality and productivity.

Conducted monthly one-on-one feedback sessions with staff, as well as prepared and administered annual performance appraisals.

Involved in the hiring of new employees within the department.

Responsible for identifying and promptly resolving escalated customer issues.

Utilizes forecasting tools to ensure proper phone coverage to maintain a daily service level.

Customer Service Representative

Provided account and investment information to shareholders, regarding mutual funds,tax legislation and/or market news.

Responsibilities included processing financial transactions, adjusting account information and fulfilling literature orders.

Awarded Associate of the Quarter within the first six months of hire.

Maintained an NQR score of 98%

Selected to be an NQR Coach for coworkers within the first six months of employment.

Education

1998–2000 Community College of RI Cumberland, RI

Associates Degree in Criminal Justice

2000–2002 Westfield State College Westfield, MA

Bachelors Degree in Criminal Justice

Involved with raising money for the American Heart Association, United Way, and Breast

Cancer

Officer of the Outing Club

Volunteer with Habitat for Humanityrolyn

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