To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
10
10
years of professional experience
Work History
Wealth Management Client Services
Merrill Lynch
03.2022 - Current
Duties include general banking information; balances, activity, check orders, updating client information, researching, locating and providing inquired information
Exploring answers and solutions, as well as resolve escalating problems
Also assisting clients with online and mobile tech issues.
Office Manager
Welltality
05.2017 - 11.2022
Office manager duties, HR duties, and client relations
I was in charge of setting up new accounts, uploading patient rosters into the system, general customer service and office duties
In addition to this, I also handled scheduling duties, which included scheduling and rescheduling patient appointments.
Admin Assistant
Bowden Eye & Associates
07.2016 - 05.2017
Duties include assistant to HR, phone call duties, scheduling & rescheduling appointments, customer service, process faxes, and general office duties.
Customer Service Representative
MBB Radiology
03.2016 - 06.2016
Duties were processing payments over the phone and discussing patients’ charges with them
Attorney requests for itemized billing and reductions
All aspects of customer service duties were performed.
Customer Service Representative
Fletchers Medical Supplies
04.2015 - 03.2016
Duties include customer service both on the phone and in working together with my teammates
Receiving orders through faxing and on the phone as well as obtaining appropriate information and data
Sending equipment to hospitals and doctors' offices as well as individual homes
Wherever and whenever needed.
Bank Teller
First Coast Federal Credit Union
03.2014 - 07.2014
Duties included teller duties such as cashier, money orders, cashiers' checks, issuing statements and general office duties
Front Desk Receptionist
Dave and Busters
11.2013 - 03.2014
Front desk operations of issuing tickets, passes, and general customer service
Vice President at Merrill Lynch, Pierce, Fenner & Smith Incorporated: Merrill EdgeVice President at Merrill Lynch, Pierce, Fenner & Smith Incorporated: Merrill Edge