Shareholder Services Specialist Resume King of Prussia, PA - Hire IT People

SUMMARY OF QUALIFICATIONS

Function well as a team player or independently.
Able to learn and adapt to situations quickly and effectively.
Excellent interpersonal and communication skills.
Highly organized with strong attention to detail.
Goal oriented. Possess determination.
Outgoing and energetic.

PROFESSIONAL BACKGROUND

Confidential,King of Prussia, PA March 2011- Current
Shareholder Services Specialist

As a Shareholder Services Representative I render a variety of customer services to the shareholders through application of knowledge of my organization, its services and products. I Answer inbound calls, review and collect client information to determine requirements for service solutions. Resolve shareholder requests, questions and complaints, analyzing situations to determine the best use of resources while being in compliance with company policy. Inform and educate clients of specific requirements and responsibilities of retirement and non-retirement accounts. Provide detailed mutual fund information, including analysis of performance, prices, market conditions and industry trends and other information that provides added value to the shareholders.

Confidential,King of Prussia, PA Aug '09 - March 2011
Sales Representative (Sales Commission/Part-Time)

Travel to and contact banks and credit unions to distribute marketing information of Bank Software Application for the I-Phone.

Confidential,Chester Springs, PA July 2007 - Aug 2009
Assistant Branch Manager/Operations Assistant/Bank Product Sales Specialist

Responsible for daily operations/settlement of branch and training of new hires.
Responsible for monthly audits of branch.
Implemented procedures for sales goal attainment.
Responsible for opening all bank product services and client account conservation.

Confidential,Services - Berwyn, PA Sept 2002 - July 2007
Annuity Specialist/Client Service Representative

Served as service point of contact for registered representatives, contract owners, distributors and marketing managers.
Provided prompt and accurate information to internal and external customers regarding contract information, products, services, policies and procedures and other related activities.
Accurately received, researched and resolved customer inquiries.
Accurately and efficiently processed transfer requests, initiated policy changes and forwarded requests for processing/confirmation.
Helped promote customer retention by researching and resolving inquiries, and explaining the benefits of carrier\'s products and services.
Was proactive in identifying problems, issues and recommending creative solutions that produced results and favorable outcomes for the department and company.

Confidential,Malvern, PA Feb 1998- Sept 2002

Processing Associate/Client Services Representative

Monitored retirement plan activity to assure transactions are processed timely in accordance with Vanguard's policies and Securities Exchange Commission guidelines.
Provided input towards the development of processing procedures and interdepartmental workflow issues.
Resolved shareholder\'s account problems.
Provided prices and yields of Vanguard funds to shareholders.
Researched outstanding shareholder account inquiries and effectively resolved in a timely manner.

EDUCATION

Business Management Major

COMPUTER SKILLS
Excel, Lotus Notes, Access, Windows 95, 98, 2000, NT and XP,
MS Word, Jack Henry, DNA.

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Shareholder Services Specialist Resume

King Of Prussia, PA

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