Experienced Financial Service professional with over 20 years experience at relationship building. Knowledgeable in providing friendly, thorough customer service. Skilled at problem solving and conflict resolution, and able to help encourage teamwork. Adept at handling confidential and/or sensitive information.
Proficient In Microsoft Office
Ability to handle confidential or sensitive information
Strong written and verbal communication skills
Ability to work independently or with a team
Excellent problem solving, time management and organization skills
Outstanding customer service and phone skills
Financial Advisor Workbench
Unified Wealth Platform
Operations SpecialistSep 2011 Emerson Electric － St. Louis, MO
Electronically filed EEO1 reports into the Federal Department of Labor's EEO1 Web-based filing system.
ContractorPROFESSIONAL EMPLOYMENT GROUP － St. Louis, MO
Security Operations SpecialistJun 2012 to Current WELLS FARGO ADVISORS － St. Louis, MO
Resolving customer complaints; reviewing time sensitive and complex documents Differentiating, processing and reconciling transactions Interprets policy and procedure and communicates to external/internal customers Offer navigation of Smart Station for explanation of products Creating and revising departmental procedures Provide departmental level reporting using multiple sources Provide training/work direction to junior level staff.
Operation SpecialistApr 2012 to Jun 2012
Verified customer's documents for completeness Responsible for the effective processing of routine activities and transactions according to department guidelines Keyed entries into customer and/or firm accounts Performed routine calculations relating to exceptions Corrected and communicated information verbally and written to associates and vendors.
Service SpecialistFeb 2012 to Apr 2012
Answered incoming telephone calls,.
Replied to written inquiries from Edward Jones branch associates questions regarding opening traditional / ROTH IRAs.
Assisted employees, Financial Advisors and Branch Office Administrators how to make contribution limits and dates.
Handled 40-50 inbound calls daily from customers.
Human Resources GeneralistDec 2011 to Feb 2012
Answered and responded to Human Resources questions/inquiries from Financial Advisors/associates Interpreted policy and procedures Answered inquiries related to benefits, compensation, records, recruiting, performance appraisal, and pay exceptions Identified risk to the firm by analyzing and appropriately escalating HR concerns Handled 40-60 inbound calls daily from customers.
Benefits AdministratorOct 2011 to Dec 2011
Answered calls about Open Enrollment and Benefits Communicated with associates via telephone, email and wires about benefits open enrollment process and questions.
Responded to written questions Offered navigation of intranet system for explanation of plans Handled 40-70 inbound calls daily from customers.
Resource CoordinatorSep 2008 to Jul 2011 St. Louis, MO
Provided support to 23 business Units in functional areas of a human resources department, which included payroll, recruitment employment, personnel records, employee relations, benefits administration, and training.
Prepared, processed and reconciled payroll for 1,000 employees (union/exempt/non-exempt employees) Responded by telephone/written to associate inquiries Participated in recruitment initiatives with the onboarding Reviewed and entered timesheets into Kronos Processed background checks,I-9 forms, W4 forms, Employee Verification, direct deposit, garnishments Keyed employee changes into the Human Resources Information System (HRIS) Calculated and processed monthly union deductions for 5 union sites Scheduled interviews.
Customer Service RepresentativeJan 2008 to Sep 2008
Handled new/existing accounts inquiries and transactions using computer systems Handled 50-125 inbound calls daily from customers Quickly and effectively solve customer challenges.
Updated customers' records Received Customer Service Award for providing Extraordinary Customer Service - June 2008.
Marketing ConsultantSep 2007 to Dec 2007 AT&T ADVERTISING & PUBLISHING － St. Louis, MO
Initiated telephone calls for the purpose of selling and servicing Internet advertising Initiated 50-150 outbound telephone calls Performed collection activities Prepared billing contracts Prepared required paperwork for publication and advertisement.
Product ConsultantJun 1993 to Jan 2007 METROPOLITAN LIFE INSURANCE COMPANY － St. Louis, MO
Created projections using computerized systems for information gathering and updating data base systems Worked with Agents/Policy owners Produced 300-700 illustrations using computerized systems weekly Communicated policy information to agents and policy owners via telephone Trained field force on products and use of software application Organized and assisted presenting product curriculum for training Reported defects and enhancements verbally and written to programmer and actuary.
System TesterAug 1990 to Jun 1993
Served as liaison between business partners and technical development team for support and enhancement initiatives.
Worked with Programmers and Actuary Tested system changes using benchmarks.
Documented and communicated functional requirements for Actuaries.
Reported defects and enhancements to programmer and actuaries using benchmarks.
Bachelor of Science, Business AdministrationUniversity of Phoenix － St. Louis, MissouriBusiness Administration
Life Office Management Association - Certificate Level I
advertising, APL, Benefits, benefits administration, billing, contracts, Resolving customer complaints, Customer Service, data base, direction, email, employee relations, filing, Financial, Financial Advisor, forms, functional, HRIS, Human Resources, HR, Kronos, Max, Microsoft Office, Office, navigation, Office Management, organization skills, payroll, PeopleSoft, performance appraisal, personnel, presenting, problem solving, programmer, publication, reconciling, recruiting, recruitment, reporting, selling, telephone, phone skills, time management, verbal communication skills, Workbench, Workflow, written