Marnie Avery Wilks
Milwaukee,WI
Summary
Dedicated customer service professional with 20+ years of experience. Working in fast paced call center environments. Committed to resolving customer complaints by utilizing active listening skills while researching account information. Processing transactions ensuring accuracy applying attention to detail with knowledge of financial operations.
Willingness to work well with others as a team. Being Hardworking, reliable and consistency shows my work ethic.
Overview
3
3
years of professional experience
Work History
Transfer Agent Specialist
Equiniti Trust Company
Milwaukee, Wisconsin
07.2025 - 04.2026
- Processed shareholder transactions accurately and efficiently.
- Maintained detailed records of shareholder accounts and transactions securely.
- Processed requests for dividend payments, corporate actions, and other events impacting customer accounts.
- Collaborated with team members to ensure compliance with regulatory standards.
- Resolved discrepancies in shareholder records through thorough investigation.
Mail Sorter
Pitney Bowes
Brown Deer, Wisconsin
08.2023 - 11.2024
- Sorted 100k incoming mail using automated sorting machines and manual methods.
- Conducted quality checks on sorted mail for accuracy before dispatching.
- Operated mail processing equipment and manually sorted mail.
- Sorted and placed materials or items on racks, shelves, or bins for transport to recipient or destination.
- Organized work area regularly for efficient operation of tasks.
Skills
- Microsoft windows and office
- Active listening
- Attention to detail
- Problem solving
- Empathy and patience
- Adaptability and flexibility
- Time management
- Call center operations
- Product knowledge
- Complaint resolution
- Data entry
- 50 WPM
Timeline
Transfer Agent Specialist
Equiniti Trust Company
07.2025 - 04.2026
Mail Sorter
Pitney Bowes
08.2023 - 11.2024