Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ian Somogye

St Louis,MO

Summary

Outgoing Customer Service Representative effective at maintaining smooth and efficient operations while serving clients needs and maximizing quality. Accuracy-driven leader offering 6 years of customer service experience and 4 years of sales experience. Series 7 and 63 licensed.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Customer Service Representative

Charles Schwab & Co
08.2023 - Current
  • Handled customer inquiries and suggestions courteously and professionally.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Developed better word choice when explaining complex trading technics which made it easy for novice investors to understand.
  • Managed approximately 35 incoming calls per day regarding customers accounts.

Customer Service Representative

TD Ameritrade
08.2022 - 08.2023
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Adhered to company policies and scripts to consistently achieve call-time and quality standards.
  • Provided empathetic support for customers experiencing personal difficulties, building rapport and trust in our brand.
  • Supported my peers by bringing positive attitude day in and day out.
  • Engaged in one of the largest acquisitions in brokerage services history between TD Ameritrade and Charles Schwab.

Client Service Consultant

Waterway Carwash
06.2017 - 08.2022
  • Developed and deepened client relationships to increase loyalty and brand engagement.
  • Educated clients on services and products available.
  • Trained beginner customer service consultants on new systems and best practices.
  • Learned better sales techniques to win over the client and increase benchmarks for myself.

Education

High School Diploma -

St. John Vianney High School
St Louis, MO
05.2019

Skills

  • Relationship Building
  • Problem-solving abilities
  • Active Listening
  • Critical Thinking
  • Negotiation

Certification

  • Licensed [broker] - [01/30/23- Current]

Timeline

Customer Service Representative

Charles Schwab & Co
08.2023 - Current

Customer Service Representative

TD Ameritrade
08.2022 - 08.2023

Client Service Consultant

Waterway Carwash
06.2017 - 08.2022

High School Diploma -

St. John Vianney High School

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Ian Somogye