Geneva Ellis
Spring,TX
Summary
Dedicated Customer Service Specialist providing skills to prioritize and multi-task in fast-paced working environment. Successfully works as part of team to reach personal and business goals.
Overview
30
30
years of professional experience
Work History
Customer Service Representative III
Corebridge Financial
Houston, Texas
08.2015 - Current
- Resolved customer inquiries regarding retirement service accounts to enhance client satisfaction.
- Assist with questions and issues that are posted in the TEAMS chat.
- Notified command center of tech/callback requests to ensure timely support for team members.
- Identified and submitted quality opportunities.
- Coached team members to improve their skills and advance their professional growth.
- Submit the agent performance summary report to the TEAMS chats
- One week out of the month I work the closing shift and assist in the UTC chats.
- Take RTE calls as required and utilize the RTE ticket database
Customer Service Representative
Fidelity Investments
Houston
07.2002 - 08.2005
- Handled customer inquiries through phone, email, and mail inquiries on brokerage accounts.
- Resolved account issues by researching and analyzing customer information.
- Assisted with money out transactions.
- Primary E-fax recipient.
- Assigned work items to various department using the Tasking tool.
Senior Settlement Representative
American General Financial Services
Houston, Tx
07.2000 - 07.2001
- Proactively identify, target and resolve potential trade and or settlement problems to avert financial loss
- Maintain constant interaction with traders, brokers and custodian banks to resolve issues as they arise
- Confirm trade allocations for money market trading desk
- Reconcile various reports and resolve problems using Bloomberg, DTC, Tradesuite and PAM databases.
Custody services operations clerk
Van Kampen invemstments
Houston, Tx
04.1996 - 07.2000
- Affirmed trades and identified trade discrepancies through DTC unmatched report to ensure accurate settlement.
- Resolved issues related to price, commissions, par, and settlement delivery to maintain operational integrity.
- Assisted with cash management, enabling portfolio managers to access buying power for timely investment decisions.
- Maintained segregation of securities held as collateral by identifying and processing substitutions.
Education
Sam Houston
Houston, TxSkills
- Strong customer service skills
- Issue resolution
- Problem solving
Timeline
Customer Service Representative III
Corebridge Financial
08.2015 - Current
Customer Service Representative
Fidelity Investments
07.2002 - 08.2005
Senior Settlement Representative
American General Financial Services
07.2000 - 07.2001
Custody services operations clerk
Van Kampen invemstments
04.1996 - 07.2000
Sam Houston