LAURIE GUZMAN
Garland,TX
Summary
Dependable and detail-oriented professional adept at quickly identifying and resolving operational issues, and providing good customer service. Possesses excellent organizational, problem-solving, and communication skills.
Overview
27
27
years of professional experience
Work History
Client Service Associate
Stifel
2023.06 - Current
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
- Prepared and delivered operational reports to inform management.
- Monitored and updated inventory levels and maintained accurate records of inventory and stock movements.
- Streamlined office operations and supply expenses.
- Supported financial operations by processing invoices and payments,
Senior Operation Associate
Morgan Stanley
1997.09 - 2023.06
- Medallion Signature Guarantee documents
- Deposit incoming checks and stock certificates
- Audit reports such as deceased, custodial, and 3210's
- Receive and distribute mail, letters and packages
- Create spreadsheets in Microsoft Excel for record-keeping and reporting
- Provide excellent service and attention to customers when face-to-face or through phone conversations
- Carry out day-day-day duties accurately and efficiently
- Daily operational approval
Education
High School Diploma -
Ennis High School
Ennis, TX05.1984
Skills
- Communication Skills
- Administrative Skills
- Multitasking Skills
Additional Information
SIE License
Timeline
Client Service Associate
Stifel
2023.06 - Current
Senior Operation Associate
Morgan Stanley
1997.09 - 2023.06
High School Diploma -
Ennis High School