Summary
Overview
Work History
Education
Skills
Timeline
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Andreus Tolliver

Phoenix,AZ

Summary

I am a highly motivated and professional customer service representative with 3+ years of experience in managing client interactions and optimizing portfolios in the financial services industry. Also demonstrating strong skills in team collaboration, problem solving, and conflict resolution. I am committed to delivering exceptional service and supporting client transitions through innovative solutions and effective communication.

Overview

5
5
years of professional experience

Work History

Customer Service Representative

Vanguard Financial Service
Scottsdale, Arizona
10.2022 - 11.2025
  • Manage 30-40 daily calls, providing solutions and information to clients.
  • Collaborate with financial advisors to optimize client portfolios and trading activities.
  • Maintain comprehensive knowledge of Vanguard's financial products and services.
  • Facilitate change of ownership processes for clients' family members.
  • Enhance client onboarding and support through phone, email, and chat.
  • Reviewed documentation for accuracy during ownership changes, reducing processing errors and strengthening compliance.
  • Partnered with cross-functional teams to streamline onboarding workflows, contributing to smoother client transitions.
  • Entered and maintained financial data with high accuracy
  • Reviewed records for errors and ensured data integrity
  • Managed confidential client information in compliance with company policies

Warehouse Associate

Amazon
Phoenix, Arizona
11.2020 - 10.2022
  • Organized customer orders, ensuring timely and accurate fulfillment.
  • Managed inventory, maintaining optimal stock levels through precise labeling.
  • Utilized scanners for efficient barcode reading, enhancing operational accuracy.
  • Monitored inbound shipments to detect discrepancies, swiftly resolving issues and supporting accurate inventory reconciliation.
  • Inspected packaging integrity before dispatch, minimizing damage risk and ensuring customers received products in top condition.

Education

Certified Billing And Coding Specialist - Medical Billing

UEI College
Phoenix, AZ
12-2026

High School Diploma -

Thunderbird High School
Phoenix, AZ
05-2021

Skills

  • Time Management
  • Team Collaboration
  • Adaptability
  • Problem Solving
  • Sales Techniques
  • Conflict Resolution

Timeline

Customer Service Representative

Vanguard Financial Service
10.2022 - 11.2025

Warehouse Associate

Amazon
11.2020 - 10.2022

Certified Billing And Coding Specialist - Medical Billing

UEI College

High School Diploma -

Thunderbird High School