Amy Hopson
Concord,GA
Summary
Dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
28
28
years of professional experience
Work History
Sr. Client Service Associate
Raymond James & Assoc
10.2000 - Current
- Greet incoming visitors and clients professionally and provide friendly, knowledgeable assistance.
- Answer phone promptly and direct incoming calls to correct offices.
- Assist with onboarding new clients and securing paperwork completion.
- Process and verify all new account applications and documents.
- Prepare forms such as receipts, withdrawal orders or transfer confirmations based on transaction requests from clients.
- Confirm appointments, communicate with clients, and update client records.
- Correspond with clients through email, telephone, or postal mail.
- Maintain confidentiality of information regarding clients and company.
- Answer questions and address, resolve, or escalate issues to management personnel to satisfy clients.
- Develop and maintain strong relationships with clients to maximize satisfaction.
- Assist advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
Operations Specialist
Prudential Securities
08.1998 - 10.2000
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Kept reception area clean and neat to give visitors positive first impression.
- Answered central telephone system and directed calls accordingly.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Assisted with onboarding new clients and securing paperwork completion.
- Handled check deposit transactions and maintained records accurately.
- Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
- Routed incoming mail and messages to relevant personnel without delay.
- Sorted, received, and distributed mail correspondence between departments and personnel.
Sales Associate
JCPenney Outlet
10.1995 - 08.1998
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Helped customers locate products and checked store system for merchandise at other sites.
- Prepared merchandise for sales floor by pricing or tagging.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Answered customer questions about sizing, accessories, and merchandise care.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Managed efficient cash register operations.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Provided exceptional services and pleasant shopping experiences to retail customers.
Education
High School Diploma -
Lovejoy High School
Hampton, GA05.1996
Skills
- Administrative Support
- Client Service and Assistance
- Greeting Visitors
- Office Supplies and Inventory
- Funds Distribution
- Complex Problem-Solving
- Outbound Calls
- Expense Reports
- Appointment Scheduling
- Data Confidentiality
Timeline
Sr. Client Service Associate
Raymond James & Assoc
10.2000 - Current
Operations Specialist
Prudential Securities
08.1998 - 10.2000
Sales Associate
JCPenney Outlet
10.1995 - 08.1998
High School Diploma -
Lovejoy High School
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