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