401k Customer Service Representative resume example with 4+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary
I have worked in customer service for many years prior to becoming a stay at home mother in 2011.  I have worked and operated a 5+ line switchboard for a very busy furniture store. I have supported a group of commercial real estate brokers in a busy and demanding office through administrative tasks and also running the front desk and greeting clients. I have just recently started doing some account payable work for our church as well as teach the Kindergarten class there as well. Over the past 5 years at home with my children I have devoted myself as the household coordinator by building relationships, keeping track of appointments and gaining stronger organizational and multi-tasking skills.  I have volunteered in my child's art class to assist the teacher.  I am a dedicated Customer Service Representative who provides exceptional customer service through active listening and problem solving. Overall, I take pride in doing a job well done no matter what job I am doing.  
  • Skilled in call center operations
  • Customer interface expertise
  • Multi-line phone operation proficiency
  • Adheres to customer service procedures
  • Fast learner
  • Highly dependable
  • Strong interpersonal, communication and consultative skills
  • Strong time management, problem resolution and organizational skills
  • Ability to contribute to a team oriented environment and adjust to change, while multi-tasking in a busy call center.
Work History
401K Customer Service Representative, 03/2007 - 05/2011
Fidelity Investments City, STATE,
  • Answered customers questions regarding their employer sponsored retirement plans.
  • Guided customers through and processed transactions such as withdrawal, loans, contribution decisions, rollovers.
  • Guided and educated customers on their investments and options.
  • Gathered and verified all required customer information for security purposes.
  • Defused volatile customer situations calmly and courteously
  • Accurately documented, researched and resolved customer issues.
  • Mastery of customer service management systems and databases.
  • Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
  • Referred unresolved customer grievances to designated departments for further investigation.
  • Managed high call volume with tact and professionalism.

Bachelor of Arts: Fine Arts/ Art History, Expected in 2000
Framingham State College - 100 State St, Framingham, MA 01702
For my time at Fidelity Investments I had to obtain and maintain my Series 6 and 63 licenses. They have since expired

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Resume Overview

School Attended

  • Framingham State College

Job Titles Held:

  • 401K Customer Service Representative


  • Bachelor of Arts

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