Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000
Cell:
resumesample@example.com
Summary
Executive Assistant/ Client service Associate who is skilled at multi-tasking and maintaining a strong attention to detail. Employs professionalism and superior communication skills to meet client and company needs.
Highlights
Microsoft Office proficiency
Proper phone etiquette
Articulate and well-spoken
Strong problem solver
Meticulous attention to detail
Invoice processing
Experience
Client Service Associate/Executive Assistant, 07/2016 to 03/2017 Labcorp – Newark, ,
Support the management in organizing meetings and performed various tasks including the preparation and
distribution of meeting materials and taking notes.
Awarded an Ammy Awards for highest use of Ameriprise tools and influencing clients to use them, thus increasing
more clients for the advisors.
Expertly analyze all expense reports on daily basis to maintain accuracy and proper expense disclosure, which
enable to prepare a summary of all expenses and track due payments.
Delivered an active support to advisor in servicing clients, preparing financial plans, conducting investment
research, completing, and recording trades and transactions.
Administer, plan and execute social media marketing strategies to enhance brand awareness and positioning, as
well as maintained compliance in line with company's established standards and requirements.
Supported Branch Manager for Recruiting events and onboarding of new employees.
Managed the advisor's complex and frequently changing travel arrangements and coordinated the pre-planning of
trips.
Managed external contacts for advisor and kept track of periodic communication needed for priority contacts.
Developed and maintained an alert system for upcoming deadlines on incoming requests and events.
Greeted visitors entering the office, determined the nature and purpose of visit and directed them to the appropriate
destination.
Processed travel expenses and reimbursements.
Assisted with team building initiatives and overall support for maintenance of organizational culture and employee
morale.
Directed administrative functions for the directors, principals, consultants and key managers.
Distributed company-wide announcements, booked conference rooms and coordinated catering for annual staff
development forum.
Researched, proposed and implemented vendor services to decrease costs to organization.
Client Services Representative, 02/2016 to 07/2016 Eversana – Chatham, MA,
Delivered professional and accurate support to customers and handled all customer inquiries raised within the Call
Center via telephone, email, FAX, and web chat.
Ensured the completion of all transactions and customer requests within defined service level times, while meeting
accuracy and productivity standards.
Stayed abreast and compliant with IRA retirement products, promotions, rates and departmental policies and
procedures.
Corresponded with customers and internal departments on regular basis via phone, email and in writing or as
required to resolve all service requests in a very well organized manners.
Carried out all activities regarding the handling of In Kind Transfers of Non-Standard Assets, processed
documentation related to Non-Standard Assets, identified suspicious activities and reported such activities to Fraud
Management team.
Reviewed and examined departmental documents for appropriate distribution and filing, as well as researched and
updated all required materials needed for firm and partners.
Researched, proposed and implemented vendor services to decrease costs to organization.
Greeted visitors entering the office, determined the nature and purpose of visit and directed them to the appropriate
destination.
Developed and maintained an internal client filing system.
Performed a variety of administrative duties such as: heavy calendar management, arranging business travel and
meetings, corresponding to e-mail.
Organized and maintained office; order supplies and prepares expense reports.
Planned and implemented company events.
Designed detailed Power Point presentations and conducts extensive
internet research, greet visitors and company guests, prepares conference rooms for meetings.
Assisted in business
development by identifying client base through various methods including: Social networking (LinkedIn) and Dice job
board, marketing techniques, technology news and articles, researching company's profiles, colleague referrals,
networking events.
Developed recruiting skills to cultivate potential candidates for specific requirements.
Client Associate, 10/2008 to 01/2011 ANZ BANK – , ,
Provided support to clients with respect to daily transactions for customers received through phone, fax, and letter,
while ensuring the timely onward transmission of trade tickets for execution of trades.
Maintained high-level confidentiality of bank records and client information, deal with customer account changes
and delivered reports and other information to Financial Advisor as required.
Managed complex calendars and made extensive domestic and international travel arrangements.
Handled/directed internal /customer/partner escalation issues and worked closely with other business units
and executive assistants around the globe.
Strategically led business operations and projects and streamlined business processes in R&D team.
Arranged candidate interview.
Managed employees' on-boarding and off-boarding.
Planned and organized all-hands meetings, off-site events and company charitable events.
Prepared meeting agenda and presentation and all meeting logistics including room booking, AV Set up and
catering.
Created /maintained distribution lists, resource inbox and shared calendars.
Supported all Vice presidents and directors in the business units as needed and collaborated with all EAs in the
business unit and cross functional groups.
Approved expense reports, purchase orders, travel, and vacation requests.
Go to person for software/tools and office related issues.
Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.