Justin Jenkins
Las Vegas,NV
Summary
Motivated Worker with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
1
1
year of professional experience
Work History
Customer Service Lead
Life's Lemons Lemonade
05.2024 - Current
- Resolved customer service issues using company processes and policies and provided updates to customers.
- Enhanced customer satisfaction by resolving complex issues and providing timely solutions.
- Trained, oversaw, and mentored new team members to strengthen performance and job expertise.
- Handled escalated customer complaints professionally, ensuring prompt resolution and follow-up actions were taken as necessary.
- Supervised day-to-day customer service operations to provide staff with guidance and drive productivity.
- Assisted with onboarding new hires by sharing expertise in company policies, procedures, systems usage.
IRA
Internal Revenue Service, IRS
03.2023 - 04.2024
- Maintained detailed knowledge of relevant IRS rules governing Traditional, Roth, SEP and SIMPLE IRAs.
- Created comprehensive reports detailing account activity for both internal review and client presentation purposes.
- Developed and maintained strong relationships with clients through excellent communication and personalized service.
- Monitored legislative changes affecting IRAs, updating procedures accordingly to maintain compliance.
- Adhered to company policies and government regulations regarding data oversight and confidentiality to promote overall information security.
- Provided excellent customer service by addressing inquiries related to payments processing; resolved issues promptly to ensure client satisfaction.
- Managed high-volume transaction processing, ensuring accurate and timely completion of daily tasks.
- Reduced misplaced documents by maintaining a clean and organized filing area, ensuring proper storage of important files.
Education
High School Diploma -
Richmond Heights Highschool
Richmond Heights, OH05.2018
Skills
- Email Etiquette
- Payment Processing
- Cash Handling
- Business Writing
- Strong analytical skills
- Continuous Improvement Mindset
- Organizational capabilities
- Project management experience
- IRA Regulations Knowledge
- Tax Law Proficiency
- Time Management
- Attention to Detail
Timeline
Customer Service Lead
Life's Lemons Lemonade
05.2024 - Current
IRA
Internal Revenue Service, IRS
03.2023 - 04.2024
High School Diploma -
Richmond Heights Highschool