Summary
Overview
Work History
Skills
Timeline
Generic

Jullene Eirven

San Diego,CA

Summary

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.

Skills

  • Customer Service
  • Attention to Detail and organized
  • MS Word
  • MS Excel
  • MS Powerpoint
  • Finance

Timeline

Associate Service Professional

LPL Financial
06.2017 - Current

Program Specialist

Covance
05.2016 - 04.2017
Jullene Eirven