Investments, Customer Service - Finance Investment Resume Search
Investments, Customer Service - Finance Investment Resume Search
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Investments, Customer Service Resume


Desired Industry: Finance/Investment SpiderID: 17814
Desired Job Location: Johnson City, Tennessee Date Posted: 12/18/2007
Type of Position: Full-Time Permanent Availability Date: Upon Hire
Desired Wage: 33100
U.S. Work Authorization: Yes
Job Level: Experienced with over 2 years experience Willing to Travel:
Highest Degree Attained: Other Willing to Relocate: No


Objective:
Provide excellent customer service while surpassing in role requirements.


Experience:
Fidelity Investments 2006-Current

Retirement Investment Services
-Building and maintaining a book of business
-Facilitating needs analysis while working with a broad range of customers presenting solutions based on individual needs

Customer Service Associate
-Direct interaction with 401k participants
-Research and resolve various issues

Facs Group 2005-2006

Customer Credit Support
-Trouble shooting varying complications with multiple credit products

General Revenue Corp 2003-2004

Customer Service Specialist
-Implementing problem resolution

Spirit of America National Bank 2000-2002

Account Recovery Specialist
-Proactive in networking for cross-departmental results


Education:
University of Cincinnati 2002-2005

Bachelor of Science- Earned 72 credit hours



Skills:
Microsoft Suite


Additional Information:
Series 7 & 63
Defined Contribution and Benefit Speacist Certificate


Reference:
Available upon request.


Candidate Contact Information:
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