Christine Hall
Virginia Beach,VA
Overview
28
28
years of professional experience
Work History
Client Services Representative- Sr
AMERICAN FUNDS
10.2006 - Current
- Respond to telephone inquiries, providing quality seryice to investors, financial advisors, as well as internal associates.
- Establish new accounts, process transactions and maintenance on accounts
- Demonstrate strong problem solving skills; Team-oriented; thrive in fast-paced environments.
- Apply a keen attention to detail and ability to multi-task
- Display effective interpersonal and verbal/written communication skills
- Process reports for kicked transactions in accordance with company guidelines
- Work with our internal quality control team (MINDI) to identify error trends and ensure company guidelines and policies are adhered to.
Client Service Representative- Retirement Accounts
DUNHAM & ASSOCIATES
San Diego, CA
02.2004 - 09.2006
- Reviewed IRA, Profit Sharing and 401(k) plan documents for the establishment of new accounts.
- Interacted with financial advisors and provided assistance regarding new and existing retirement plans as well as non qualified accounts.
- Initiated and provided follow up on outstanding IRA transfers.
- Made sure all required IRA related letters were sent out in accordance with IRS regulations.
- Reviewed 1099R's and 5498's for accuracy.
Fiancial Services Representative
SouthTrust Bank (formerly CENIT Bank)
Virginia Beach, VA
04.2002 - 11.2003
- Promoted, cross sold, and serviced a full range of financial products and services with a strong emphasis on client retention and the expansion of client relationships.
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loans.
- Assisted customers in areas of statement reconciliation and responded to customer complaints and concerns in a courteous and professional manner.
Retail Support Rep/ Client Service Rep
CENIT Bank
Virginia Beach, VA
07.1996 - 04.2002
- Assisted branch personnel regarding the establishment of accounts and educated associates on legal aspects governing accounts
- Handled garnishments and liens, customer research requests, account maintenance, credit references, and rate changes.
- Controlled the bank's IRA assets with respect to transfers, rollovers, contributions, and the calculation of mandatory distributions.
- Monitored dormant accounts in accordance to Virginia State Law.
Education
B-A - Management
Virginia Wesleyan
1988
Skills
- Quick learner
- Results-oriented
- Detail-oriented
- Exceptional customer service
Timeline
Client Services Representative- Sr
AMERICAN FUNDS
10.2006 - Current
Client Service Representative- Retirement Accounts
DUNHAM & ASSOCIATES
02.2004 - 09.2006
Fiancial Services Representative
SouthTrust Bank (formerly CENIT Bank)
04.2002 - 11.2003
Retail Support Rep/ Client Service Rep
CENIT Bank
07.1996 - 04.2002
B-A - Management
Virginia Wesleyan
Similar Profiles
Robin YoungRobin Young
Picker Packer at American FundsPicker Packer at American Funds
Leah SolzakLeah Solzak
Client Services Representative at American FundsClient Services Representative at American Funds
Frances KraftFrances Kraft
Shareholder Service Representative at American FundsShareholder Service Representative at American Funds
Aaliyah WrightAaliyah Wright
Shift Supervisor at StarbucksShift Supervisor at Starbucks
Joshua GarmonJoshua Garmon
Senior Advisor, Area Development at ALSAC St. Jude Children's Research HospitalSenior Advisor, Area Development at ALSAC St. Jude Children's Research Hospital