Open To Work
Lisa Norman
Amazon Warehouse
Lincoln Park,MI
Work Preference
Job Search Status:
Open to work
Desired Job Title
Customer Service RepresentativeAdministrative AssistantAssociateAssistant ManagerCustomer Support Specialist
Work Type
Full TimePart TimeContract WorkGig WorkConsultingVolunteerSeasonal Work
Location Preference
On-SiteRemoteHybrid
Location:
Lincoln Park, MIDetroit, MI
Open to relocation:
Yes
Minimum Desired Compensation
$25/hr
Important To Me
Career advancementWork-life balanceWork from home option
33
years of professional experience
Work History
Process Assistant
2 Years 6 Months- Scanned and organized packages into delivery routes, ensuring accurate order for drivers to load vehicles for daily customer delivery
- Achieved promotion to Process Assistant within 9 months by proactively learning and mastering warehouse processes
- Created schedules and assigned tasks, maintaining a positive work environment for all team members
- Analyzed daily package counts and ensured adequate staffing to process and deliver over 1,500 packages per shift
- Resolved package and customer issues during the delivery process, supporting drivers with loading and troubleshooting
Client Service Representative
2 Years 8 Months- Opened and processed client accounts, maintaining service requests and tracking transfers to completion using Redtail system
- Assisted advisors with client meetings and follow-ups, supporting client needs and ensuring timely responses
- Answered phones and provided support to clients, enhancing customer satisfaction through prompt service
- Utilized systems including Asset Mark, Redtail, WealthScape, DocuSign, Advisors Excel, Word, Excel, Nitro, and PDF to manage daily operations
Administrative Manager
18 Years 4 Months- Opened new accounts, completed transfer documents, and maintained client files, following up daily on transfer status
- Answered client phone calls, addressed account questions, processed requests, and ensured completion through daily follow-ups
- Sent and processed client forms for requests, following up to ensure timely completion and client satisfaction
- Assisted agent with scheduling meetings, preparing Financial Summary Reports, and meeting with clients as needed
- Maintained office equipment and supplies to support smooth daily operations
Assistant Supervisor New Accounts
9 Years 2 Months- Supported transition of accounts to new system following acquisition, ensuring seamless client experience
- Provided assistance to agents and sales associates with client account openings, resolving inquiries efficiently
- Supervised 20 employees by scheduling phone, email, fax, and scanning duties, optimizing workflow through hourly rotations
- Ran reports and adjusted schedules based on data analysis to maintain productivity
- Assisted Supervisor with interviews, yearly evaluations, and workflow management to support team performance
Timeline
Process Assistant
Amazon Warehouse
02.2024 - 08.2026Read More
Client Service Representative
Senior Planning Advisors
04.2021 - 12.2023Read More
Administrative Manager
Bakalis Financial
07.2002 - 11.2020Read More
Assistant Supervisor New Accounts
Raymond James & Associates
05.1993 - 07.2002Read More