To obtain a part time position as customer service representative
Overview
9
9
years of professional experience
Work History
Associate Service Professional
LPL Financial
06.2017 - Current
Taking phone calls from internal employees from various departments needing assistance with New Account or Direct Business concerns. Processing applications for investment accounts, removing and resolving restrictions. Assisting Financial Advisors and assistants needing assistance processing money movement request, setting up ACH to bank accounts, guiding on Wire request, guiding on movement of funds w/securities to other investment accounts within firm.
Program Specialist
Covance
05.2016 - 04.2017
Providing white glove customer service while performing benefit verifications for patients in need of assistance getting past barriers to treatment and therapy. Inbound calls, data entry, calling insurance providers to investigate pharmacy coverage.