Johannes Tomaszewski
Clearfield,UT
Summary
Tech-savvy professional with advanced training and experience in customer service and compliance. Always seeking new and improved strategies to achieve objectives. Highly motivated employee with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working self-sufficiently and quickly mastering new skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Client Relationship Manager
E*TRADE from Morgan Stanley
Sandy, UT
03.2024 - Current
- Provided exemplary level of service to customers to extend relationships for future business opportunities.
- Built customer confidence by actively listening to needs and concerns and providing appropriate solutions.
- Provided technical support to customers when needed during product demonstrations or onboarding processes.
Customer Service Team Leader
tZERO Crypto Inc
Salt Lake City, Utah
06.2019 - 04.2023
- Verified customer identity and collected appropriate documentation to comply with Know Your Customer and Customer Identification Program procedures.
- Prepared financial and fraud analysis reports such as SARs, and created quality assurance policies and procedures.
- Scheduled, assigned, and monitored daily work activities of team members and conducted performance reviews for customer service staff regularly.
- Identified areas for improvement within existing processes regarding customer service operations.
- Worked closely with internal departments, including Developers, Legal, Public Relations, and Compliance, daily.
Customer Service Representative
Overstock.com
West Valley City, UT
10.2015 - 01.2019
- Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
- Identified areas of improvement in customer service processes and suggested changes accordingly.
- Cultivated relationships with existing partners to ensure long-term success.
- Maintained a good relationship with various payment vendors such as PayPal, Klarna, Coinbase, etc.
- Maintained up-to-date knowledge of applicable laws governing payment processes.
Education
High School -
Cottonwood
07.2015
Skills
- Regulatory Compliance
- Quality Control
- Customer Onboarding
- Fraud Detection
- Customer Service
- Report Preparation
- Account Management
- Organization
Certification
- SIE
- Series 7
- Series 63
Timeline
Client Relationship Manager
E*TRADE from Morgan Stanley
03.2024 - Current
Customer Service Team Leader
tZERO Crypto Inc
06.2019 - 04.2023
Customer Service Representative
Overstock.com
10.2015 - 01.2019
High School -
Cottonwood
Similar Profiles
JAMES HORTON AGEEJAMES HORTON AGEE
Quality Assurance Analyst at E*TRADE Financial / Morgan StanleyQuality Assurance Analyst at E*TRADE Financial / Morgan Stanley
Brittany K. GaskellBrittany K. Gaskell
Associate (Senior Data Analyst) at E*TRADE from Morgan StanleyAssociate (Senior Data Analyst) at E*TRADE from Morgan Stanley
Allen BraunbeckAllen Braunbeck
Senior Executive Relationship Manager at E*TRADE From Morgan StanleySenior Executive Relationship Manager at E*TRADE From Morgan Stanley
Andres GraciaAndres Gracia
Fraud Prevention Representative at E*Trade by Morgan StanleyFraud Prevention Representative at E*Trade by Morgan Stanley
Addie WilliamsAddie Williams
Radiology Assistant at Summit Physician ServicesRadiology Assistant at Summit Physician Services