Customer Service Representative Resume Example

Handles over 75 incoming calls from customer assisted answering their questions and sorting out issues relating to their healthcare benefits, 401K savings, life benefits, retirement plans, LOA, Payroll, other human resource related services. Assisted with lengthy or complex questions, researched the information and calls the customer back as required. Addressed customer service inquiries in a timely and accurate fashion.Utilized the telephone system with headset thru out the workday Utilized personal computer ,Windows NT and Lotus Notes Software . Maintained up-to-date records at all times.

Responsible for moving assets into, out of, and between Schwab accounts. Deposit funds to client account through several different channels. Processing incoming and outgoing wires and electronic funds transfers. Processing asset transfers between Schwab accounts. Work on multi-facet team that provides client servicing, as well as processing time sensitive high risk client transactions. Interact directly with retail investor and independent advisors, constant contact with our internal and external clients to facilitate their cashiering needs as well as provide exceptional client experience