Personal Services Representative Resume Owings Mills, MD - Hire IT People

SUMMARY:

Dynamic and motivated professional with experience in servicing individual investing as well as retirement plan services.
Practiced in the area of interacting and problem solving for investors in person and over the phone.
Skilled at building relationships, delivering creative solutions, and effectively communicating under pressure.

PROFESSIONAL EXPERIENCE:

Personal Services Representative

Confidential, Owings Mills, MD

Responsibilities:

Providing exceptional customer service by uncovering needs to manage shareholder accounts of $250k or more.
Collaborating with multiple departments to best meet client's needs by building relationships and serving as single point of contact.
Leading team in metrics and established new goals for department.

Employee Meeting Team Liaison

Confidential, Owings Mills, MD

Responsibilities:

Traveling and educating existing 401k participants about their plan to drive participation and satisfaction.
Engaging large audiences diverse in demographic and age to deliver information in a digestible format.
Working efficiently and effectively by connecting with site contact to organize presentation.

Retail Investment Specialist

Confidential, Owings Mills, MD

Responsibilities:

Represented Confidential values by servicing inbound shareholder requests and identifying solutions as the first point of contact.
Hosted sit - ins as a subject matter expert for other departments to broaden their knowledge of the business.

CEO and Owner

Confidential

Responsibilities:

Started and operated a motivational fitness apparel company, that sold in stores and to Division 1 athletic programs.
Conceptualized an idea and was able to deliver a product by working closely with global trade manufacturers.
Managed social media pages, sales, and accounting.