Matthew Ceaser
IRA Service Specialist II
Las Vegas,NV
Summary
Financial professional with expertise in managing individual retirement accounts. Effective at ensuring compliance and managing complex transactions within regulatory frameworks. Collaborative team member focused on achieving results and adapting to changing needs while leveraging strong analytical and customer service skills.
Overview
10
10
years of professional experience
Work History
IRA Specialist II
Provident Trust Group
07.2024 - Current
- Managed IRA account setup and maintenance processes, ensuring compliance with regulations.
- Analyzed client needs to recommend appropriate investment options and strategies for retirement planning.
- Developed educational materials to enhance client understanding of IRA products and benefits.
- Streamlined reporting procedures, improving accuracy and timeliness of financial information dissemination.
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions pertaining the exact IRA account type.
- Responded to customer requests for products, services, and company information .
- Increased efficiency and performance by monitoring transaction productivity and providing client with the most recent information.
- Followed up with customers about resolved issues to maintain high standards of customer service.
Customer Service Representative
Concentrix
01.2024 - 01.2025
- Handled customer inquiries and suggestions courteously and professionally.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Answered constant flow of customer calls with minimal wait times.
- Updated account information to maintain customer records.
Technical Support Engineer
HelloTech
05.2023 - Current
- Responded to support requests from end-users and patiently walked individuals through basic troubleshooting tasks.
- Conducted root cause analysis of technical issues, implementing preventive measures for future occurrences.
- Enhanced customer satisfaction by resolving complex technical issues promptly and effectively.
- Explained technical information in clear terms to promote better understanding for non-technical users.
- Collaborated with team members to complete projects on time while adhering to safety regulations.
- Inspected job sites for compliance with safety regulations and implemented corrective measures as needed.
- Developed solutions for on-site challenges, improving overall workflow efficiency and project timelines.
Customer Service Representative
Intouch Cx
04.2020 - 06.2023
- Provided accurate information about promotions, customer programs, and products, helping drive high customer retention.
- Developed a comprehensive understanding of product offerings and effectively communicated this knowledge to potential buyers, helping them make informed decisions.
- Greeted customers and helped with product questions, selections, and purchases.
- Answered questions about store policies and addressed customer concerns.
- Contributed to a positive work environment by collaborating with team members and offering support when needed.
- Stayed up-to-date on industry trends and competitor activities, adjusting sales tactics accordingly for continued success.
- Maximized customer satisfaction with personalized service, addressing concerns promptly and professionally.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Skillfully navigated challenging situations with customers, resolving issues swiftly and professionally to maintain brand reputation.
- Increased sales revenue by building strong customer relationships and providing tailored product recommendations.
Graveyard Associate
Planet Fitness
08.2017 - 06.2019
- Increased member satisfaction by offering orientation sessions for new members on proper use of weight room equipment.
- Actively monitored weight room activities to ensure compliance with gym policies and safely address any incidents that arose.
- Provided exceptional customer service, addressing member inquiries both in-person and via phone or email communication.
- Ensured a clean and organized weight room environment through diligent sanitation and equipment organization practices.
- Conducted routine inventory assessments of gym supplies and initiated restocking procedures as needed to maintain optimal availability for users.
- Promptly responded to all requests for assistance.
- Assisted customers with finding items and storing belongings.
Education
High School Diploma -
Princeton High School
Cincinnati, OH05.2013
Skills
- Customer Service
- Problem-solving abilities
- Active Listening
- Critical Thinking
- Data Entry
- Call center experience
Timeline
IRA Specialist II
Provident Trust Group
07.2024 - Current
Customer Service Representative
Concentrix
01.2024 - 01.2025
Technical Support Engineer
HelloTech
05.2023 - Current
Customer Service Representative
Intouch Cx
04.2020 - 06.2023
Graveyard Associate
Planet Fitness
08.2017 - 06.2019
High School Diploma -
Princeton High School