Ann Lora
Wellington,FL
Summary
Personable and dedicated Customer Service Representative with extensive experience. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
27
27
years of professional experience
Work History
Content Analyst
Mannheim Automotive
St. Petersburg, FL
12/06/21 - Current
- Uploaded digital images for editing, archiving and electronic transmission.
- Reviewed digital archives of photographs and organized files.
Registered Sales Assistant
Raymond James
Tampa, FL
11.2006 - 07.2008
- Built strong relationships with clients to maintain loyalty and promote efficient operations.
- Completed financial trades, wire transfers and payments.
- Processed daily client transfer requests.
- Handled allocation of shares to clients from IPOs, secondaries.
- Gathered and organized important paperwork related to compliance, office needs and client documents.
- Oversaw office administrative needs, including preparing presentations, coordinating materials and handling correspondence.
- Greeted customers to determine wants or needs.
Registered Sales Assistant
Smith Barney
Aventura, FL
06.2004 - 12.2004
- Built strong relationships with clients to maintain loyalty and promote efficient operations.
- Completed financial trades, wire transfers and payments.
- Processed daily client transfer requests.
- Handled allocation of shares to clients from IPOs, secondaries.
- Gathered and organized important paperwork related to compliance, office needs and client documents.
- Managed account-related tasks such as updates, new account set ups and closing out of existing accounts.
- Oversaw office administrative needs, including preparing presentations, coordinating materials and handling correspondence.
- Supported 2 brokers in daily trading and administrative operations.
- Greeted customers to determine wants or needs.
Registered Sales Assistant
Ryan Berry Productions
West Palm Beach, FL
04.2003 - 07.2004
- Built strong relationships with clients to maintain loyalty and promote efficient operations.
- Completed financial trades, wire transfers and payments.
- Processed daily client transfer requests.
- Handled allocation of shares to clients from IPOs, secondaries.
- Gathered and organized important paperwork related to compliance, office needs and client documents.
- Managed account-related tasks such as updates, new account set ups and closing out of existing accounts.
- Oversaw office administrative needs, including preparing presentations, coordinating materials and handling correspondence.
- Supported 4 brokers in daily trading and administrative operations.
Sales Assistant
Prudential Financial
Palm Beach Gardens, FL
11.1998 - 01.2003
- Performed database entry updates to keep information current.
- Created various documents and handled correspondence and memos to assist supervisor.
- Prepared monthly and year-end closing statements, financial documents and invoices.
- Greeted customers, answered account questions and resolved complaints.
- Developed graphs, charts and presentations to identify data trends and projections.
- Furnished system-generated financial information to inform client and project performance.
Education
Associate of Arts - Liberal Arts And General Studies
Hillsborough Community College
Tampa, FL2007
Bachelor of Arts - Sociology
University South Florida
Tampa, FLSkills
- Customer Service
- Office Assistance
- Presentation Preparation
- Research Skills
- Wire Transfers
- Client Account Management
- Client Service
- Problem Identification
- Client Relationship Management
- Attention to Detail
- Critical Thinking
- Content Development
- Copy Proofreading
- Graphics and Photo Imaging
Timeline
Registered Sales Assistant
Raymond James
11.2006 - 07.2008
Registered Sales Assistant
Smith Barney
06.2004 - 12.2004
Registered Sales Assistant
Ryan Berry Productions
04.2003 - 07.2004
Sales Assistant
Prudential Financial
11.1998 - 01.2003
Content Analyst
Mannheim Automotive
12/06/21 - Current
Associate of Arts - Liberal Arts And General Studies
Hillsborough Community College
Bachelor of Arts - Sociology
University South Florida
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