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Skills

  • Interpersonal communication and diplomacy
  • Workforce management
  • Email marketing campaign management
  • Service standard compliance
  • POS systems expert
  • Sales expertise
  • Customer relationship management (CRM) proficiency
  • Shipping procedures understanding
  • Client Feedback Analysis
  • Conflict de-escalation techniques

Work Experiences

  • Was quick to respond to potential customers' questions and requests.
  • Spoke with customers about their concerns about products or services in order to resolve issues and increase sales.
  • Customer service training processes were implemented and developed by me.
  • Quickly investigated and resolved customer complaints and inquiries.
  • Backorder availability, future inventory, and special orders were all discussed with vendors.
  • Customers were educated on billing, payment processing, and customer service policies and procedures.
  • Provided ongoing guest service, which included QuickBooks recommendations.
  • Created and maintained a detailed database to develop promotional sales.
  • Acquired 10 new customers, resulting in 2% revenue for the team.
  • Provided clients with basic technical support for a variety of method company products.

Summaries

  • Shareholder Service Representative with 10 years of successful budget management and risk assessment experience.
  • Strengths in risk assessment and performance reporting backed up by Miscellaneous training.
  • Adobe Creative Suite expert with 3 years of experience in related roles.
  • Under duress, personable and professional.
  • Hardworking Shareholder Service Representative with 15 years of telecommuting experience meeting customer needs.
  • Successfully identified and resolved challenges while promoting company products and maintaining loyal, satisfied customers.
  • With an exceptional passion for developing relationships, cultivating partnerships, and growing businesses, she is articulate, energetic, and results-oriented.
  • Shareholder Service Representative is a service-oriented Shareholder Service Representative with unrivaled customer service, task prioritization, and time management skills.
  • Customer service specialist with over 18 years of experience resolving account and service issues for Miscellaneous clients.
  • Shareholder Service Representative with 11 years of experience in dealing with customer requests and concerns.

Accomplishments

  • Implemented cross-training for 17 shareholder services personnel to improve coverage and reduce gaps during high-volume periods.
  • Recognized for achieving a 60% reduction in shareholder service inquiries during proxy season in 2017.
  • Facilitated 7 successful shareholder meetings and votes, meeting SEC deadlines with zero compliance issues.
  • Collaborated with team of 16 in the development of standard.
  • Optimized records retention for a 13% increase in compliance with GDPR and other data protection regulations.
  • Suggested and integrated new security measures within the shareholder service platform, reducing fraud incidents by 32% in 2021.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Resolved product issue through consumer testing.
  • Executed shareholder outreach initiative resulting in the successful engagement and response of 26% of inactive shareholders.
  • Automated the shareholder feedback process with the use of Power BI, resulting in a 55% increase in satisfaction and improved internal workflow efficiencies.

Affiliations

  • Institute of Internal Auditors (IIA) Compliance Forum
  • Association of Certified Anti-Money Laundering Specialists (ACAMS)
  • Investment Company Institute (ICI) Membership
  • Freemason
  • American Marketing Association
  • Lions Club
  • American Finance Association (AFA)
  • Corporate Governance Network (CGN)
  • International Corporate Governance Network (ICGN)
  • Society for Corporate Governance

Certifications

  • Certified Transfer Agency Specialist (CTAS) - Brightline
  • Certificate in Investment Management Compliance - Lakeside Partners
  • Certified Stock Transfer Agent (CSTA) - Ironclad Systems
  • FINRA Series 65 Uniform Investment Adviser Law License
  • Apple Certified Associate (ACA)
  • Certified Financial Planner (CFP) framework
  • Chartered Investment Counselor (CIC) - initiative
  • Certificate in Trust Services (CTS)- Brightline
  • FINRA Series 7 General Securities Representative (GS) License
  • Certified Investment Fund Associate (CIFA) - Lakeside Partners

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