Records Clients Services resume example with 3+ 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

Multi-talented consistently rewarded for success in planning and operational improvements. Experience in policy development and staff management procedures positively impacting overall morale and productivity.

  • Excellent PC skills, including Windows, Word, Excel, Windows, Social Media (Facebook, Instagram, Twitter)
  • Creation and maintenance of Webpage
  • Act Database
  • Strong Communications skills English-Spanish
  • Strong Customer Service skills
  • Client Support
  • Computer Literate
  • File and records maintenance
  • Onsite and remote services
  • Ability to remain poised under pressure
  • Ability to empathize with customers.
Work History
Bilingual Customer Service Representative, 06/2020 - 07/2020
Lkq Corp , CA,
  • Identified and responded to customer requests and concerns about Taxes through email, online chat and phone for both English and Spanish-speaking customers.
Records/ Clients Services, 04/2019 - 03/2020
Rooms To Go Brentwood, TN,
  • Act database use for contact management.
  • Answer continuing education questions by phone and or email.
  • Process new orders for webinars.
  • Add to calendar for each course chosen.
  • Check and update Insurance Agent gent information in Act based on order info.
  • Add agent to Constant Contact database.
  • Send multiple FAQ email to agent confirming their order and providing webinar.
  • Type 35 certificates for completed courses and email to agents.
  • Web-ex reports and emergency phone number in Act.
  • Worked with Insurance Agents customers to understand needs and provide information about their CE options.
  • Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
  • Participated in meetings to discuss new procedures, flash sales and new opportunities to improve customer service.
  • Performed administrative duties, including answering phone calls, taking payments over phone and typing certificates, emails, letters, etc.
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Monitored social media and online sources for industry trends.
  • Followed all policies, regulations.
  • Improved operations and provided exceptional client support.
  • Maintained excellent attendance record, consistently arriving to work on time.
Tax Preparer, 09/2007 - 04/2010
Fred Hutchinson Cancer Research Center Multiple Locations, WA,
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Interviewed Jackson Hewitt clients to collect information and gather necessary paperwork prior to preparing tax returns.
  • Provided information about available products and services, including creating payments plan for customers that owed to IRS and fast pay of Refund to clients, resulting in increased business opportunities.
  • Prepared tax returns for clients in all industries according to government regulations and requirements.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Offered clients recommendations to reduce tax liabilities.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for all types of organizations and entities, including individuals.
  • Managed over 50 customers calls per day.
Translator, 09/2007 - 05/2009
Self Employed City, STATE,
  • Tax Preparation.
  • Clerical duties.
  • Customer Service Translator Work as a translator (English-Spanish).
  • Replicated flow, style and overall meaning of original texts.
  • Translated documents from English to Spanish.
  • Provided verbal summaries of non-English documents for immediate use.
  • Interpreted documents in English and Spanish.
  • Conferred with subject matter experts and other colleagues to establish precise understanding of specialized concepts and translate appropriately.
  • Reviewed final works to spot and correct errors in punctuation, grammar and translation.
  • Maintained knowledge of developments in Spanish language to effectively review and update existing translations to conform to contemporary trends in communication.
  • Facilitated communication between law enforcement personnel and individuals involved in crimes such as witnesses, persons of interest and suspects.
  • Supported student education by accompanying non-English speaking individuals to classes, study sessions and assemblies to translate instruction, conversation and documents.
Bookkeeping Diploma: Accounting, Expected in 2020
Ashburn College - Online ,
Associate of Arts: Organizational Communication, Expected in 2004
The University of West Florida - Pensacola, FL
Associate of Arts: Accounting, Expected in 2011
Monterey Peninsula College - Monterey, CA,

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Resume Overview

School Attended

  • Ashburn College
  • The University of West Florida
  • Monterey Peninsula College

Job Titles Held:

  • Bilingual Customer Service Representative
  • Records/ Clients Services
  • Tax Preparer
  • Translator


  • Bookkeeping Diploma
  • Associate of Arts
  • Associate of Arts

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