CHRIS STEVENS
Tampa
Summary
Utilize proven expertise and commitment to enhance overall success of an organization
Overview
19
19
years of professional experience
Work History
Client Operations Specialist
PCS Retirement
06.2018 - 11.2025
- Accurately and efficiently enter contributions and loans for retirement plans.
- Completed daily assignments to support processing deadlines and targets.
- Team Lead in Salesforce Que for reporting and case management.
- Allocated and traded daily retirement funds to remain balanced.
- Performed daily audits for compliance and quality control standards.
- Managed all client banking information to facilitate ACH and wire transfers.
Client Support Specialist
Invest Financial
03.2014 - 03.2018
- Lead Processor for all UPS, FedEx, and USPS deliveries.
- Maintained compliance and accuracy standards for all entries.
- Supported inquiries from clients and reps about accounts.
- Managed all incoming documents and check processes.
- Responsible for department training of all new employees.
Client Service Specialist
ProVest, LLC
10.2006 - 02.2014
- Data entry of service specific status and quality assurance of accounts.
- Provided bookkeeping services for vendors and clients.
- Inbound and outbound calls with vendors and clerks of courts.
- Verified affidavit returns and court case dockets for quality assurance.
- Responsible for multiple training of new hires.
Education
High School Diploma -
Hilliard High School
Hilliard, OHSkills
- Client services
- Microsoft Office proficiency
- Salesforce expertise
- Data entry management
- Information interpretation
- Report creation and supervision
- Skilled in loan oversight
- Outcome-oriented precision
- Effective training adjustments
- Quality assurance
Military
Third Class Petty Officer - US Navy - Honorable Discharge San Diego, CA
Timeline
Client Operations Specialist
PCS Retirement
06.2018 - 11.2025
Client Support Specialist
Invest Financial
03.2014 - 03.2018
Client Service Specialist
ProVest, LLC
10.2006 - 02.2014
High School Diploma -
Hilliard High School