BEVERLY KUNO
Fort Worth,TX
Summary
Enthusiastic Client Service professional with over 6 years of client service experience. Accomplishing exceptional client services in driving to put clients first in any situation possible. I provide excellent reputation for resolving problems and improving customer satisfaction and I am a dedicated Estate Operations Services professional with history of meeting company goals utilizing consistent and organized practices. Lastly, I am skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
7
7
years of professional experience
Work History
Estate Specialist Operations
Charles Schwab & Co
02.2020 - Current
- Cultivated member loyalty by delivering flawless service to foster client retention.
- Guide clients through the Charles Schwab’s estate process and educate them on what legal court documents are required in order to successfully transfer estate/trust assets
- Assist Financial Advisors with high network accounts in assuring the estate process is handle efficiently and processed in a timely manner so that client retention is kept within Charles Schwab.
- Assist and educate on the New Hire Help Line for internal representatives at Charles Schwab that are new to the RS role and have questions regarding processing or need client help
- Transfer lump-sums of assets which includes securities from a decedents account(s) to the verified beneficiary(s)
- Actively track processing transactions/data to ensure all documents are in good order
- Actively read legal documents such as letters testamentary, original trust agreements, etc. to verify and confirm the designated party to release account specific information too
- Followed all company policies and procedures to deliver quality work.
- Attended training programs to deepen professional skillset and assisted in training fellow store associates on existing and new training programs.
- Collaborated with cross-functional teams to achieve project goals on time and within budget.
- Handling of international account types for basic investment account types
HEAD BANKRUPTCY ADMIN
Mercedes-Benz Financial Services
08.2019 - 01.2020
- Assisting and educating clients on bankruptcy services
- Protecting accounts under specified chapters, taking voluntary payments, coding accounts, and creating reports and excel sheets
- The role entails speaking with clients attorney’s directly regarding filing motions with the court.
INVESTOR SERVICES/CLIENT SERVICES
TD AMERITRADE
08.2018 - 04.2019
- Assisted on banking transactions such as internal and external transfers
- Navigating clients on account updates and platform guidance as well as providing informative information on all retirement accounts
- Assisted in asset retention by connecting potential investors to Financial
- Advisors while also implementing solutions for clients by offering educational tools tailored to client’s investments goals
Associate Correspondence Representative
CHARLES SCHWAB & CO INC
06.2017 - 04.2018
- Provided exceptional customer service by putting the client first
- Built rapport with clients on follow-ups, maintenance on accounts or any service related questions
- Lead my team in contact percentage for a full quarter period
- Always willing and wanting to see through the clients eyes.
Education
ASSOCIATE OF ARTS AA - NORCROSS GA
Ashworth College
Norcross, GADIPLOMA -
Byron Nelson High School
Trophy Club, TX06.2014
Skills
- MS Office & Outlook
- Bankruptcy Trained
- Time Management
- IRA Training / Bank Training
- Type a full sentence in under 60 seconds
- Coordinate Documents
- Employee Motivation and Guidance
- Serve Customers
- Building Operations
- Customer Relations
- Quality Assurance
- Management collaboration
- Data Analysis
- Project Planning
- International mobility management
Languages
French
Native or Bilingual
Timeline
Estate Specialist Operations
Charles Schwab & Co
02.2020 - Current
HEAD BANKRUPTCY ADMIN
Mercedes-Benz Financial Services
08.2019 - 01.2020
INVESTOR SERVICES/CLIENT SERVICES
TD AMERITRADE
08.2018 - 04.2019
Associate Correspondence Representative
CHARLES SCHWAB & CO INC
06.2017 - 04.2018
ASSOCIATE OF ARTS AA - NORCROSS GA
Ashworth College
DIPLOMA -
Byron Nelson High School