Gregory Flemons
Baltimore,MD
Summary
To apply and utilize my skill set and experience as a Senior Financial services representative in the pursuit of more advanced career opportunities.
Overview
14
14
years of professional experience
Work History
Senior Financial Services Representative/Hybrid
T. Rowe Price
05.2021 - Current
- Assist high end clients with complex account inquires and requests related retirement and non-retirement investment accounts
- Review and process written to determine whether they meet compliance requirements regarding transaction, maintenance request and estate/beneficiary transfers
- Provides direct assistance to special cases related to beneficiary and estate transfer requests to ensure transfers remain in compliance with T
- Rowe Price and legal requirements.
Customer service representative
S3 Communications
Linthicum, MD
05.2019 - 05.2021
- Providing assistance with general account maintenance, account access and inquiries regarding account activity
- Provided support for customers with inquiries regarding procedures for submitting auto and mortgage loans and information regarding active loans.
Front End Cashier
Costco
Washington, DC
05.2016 - 04.2019
- Provided front customer service while managing high volume demands processing transactions
- Exercise flexibility and ability to organize and maintain department functions to ensure cohesive production.
Customer Verification/ Quality Control
Comcast
White Marsh, Maryland
09.2011 - 08.2015
- Performed audits of customer accounts to verify incoming applicants are compliant and meet standards for new service contract
- Negotiated settlement offers for potential and current clients with prior obligations to the company
- Construct payment plans and follow ups for collections of payment for customer accounts.
Collections/ Customer Service
NCO Financial Systems
Baltimore, Maryland
08.2010 - 02.2011
- Responsible for contacting third party companies with intention of requesting neglected payments from their accounts receivable departments
- Process payments and negotiate payment arrangements for delinquent client on behalf accounts payable department.
Retail Investment Specialist
T. Rowe Price
- Financial service representative proving clients with first line customer service for investment clients that require account assistance with account inquires ranging from clarity of interpretation of statements and reports to processing maintenance and transaction requests.
Sales/ Order Entry
White Marsh, Maryland
- Analyze client needs and parameters to determine the best product to provide for new incoming customers
- Process the coding needed for new accounts to function
- Troubleshoot accounts that have service issues by reviewing systems for any abnormalities and taking appropriate action to resolve the issue.
Education
Accounting and Finance
Earl G. Graves School of Business and Management, Morgan State University
Skills
- Great communication skills and can collaborate in a team setting
- Natural instincts to adapt and remain flexible, keenness to understanding standards and procedures
- Attentive to details regardless of the task
- Mutual funds
- Sales Goals
- Customer Relationship Building
- Financial Services
Accomplishments
In 2022, recognized for being second in new sales referrals for the entire company, T. Rowe Price credited for 30 million in sales referral.
Timeline
Senior Financial Services Representative/Hybrid
T. Rowe Price
05.2021 - Current
Customer service representative
S3 Communications
05.2019 - 05.2021
Front End Cashier
Costco
05.2016 - 04.2019
Customer Verification/ Quality Control
Comcast
09.2011 - 08.2015
Collections/ Customer Service
NCO Financial Systems
08.2010 - 02.2011
Retail Investment Specialist
T. Rowe Price
Sales/ Order Entry
Accounting and Finance
Earl G. Graves School of Business and Management, Morgan State University
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