Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
28
28
years of professional experience
Work History
Registered Retirement Representative
Empower Retirement
05.2016 - 06.2023
Answered 40 to 60 phone calls per day processing fund transfers within retirement plans, withdrawals, rollovers, loans, contribution changes and performed other account maintenance.
Educated clients on financial topics and best practices.
Skilled at working independently and collaboratively in team environment.
Self-motivated, with strong sense of personal responsibility.
Proven ability to learn quickly and adapt to new situations.
Worked effectively in fast-paced environments
Customer Support Analyst
Blackbaud
07.2015 - 03.2016
Communicated with nonprofit customers by phone, email and chat to answer questions and offer resolutions for educational K-12 school management software.
Performed troubleshooting, research and tested complex scenarios within software when necessary.
Created solutions for clients, matching their level of expertise.
Prioritized appropriately and owned ongoing customer action plans working towards ultimate and timely resolutions.
Client Support Specialist
RISI, Inc. (now Fastmarkets)
03.2010 - 11.2014
Order processing and management, maintained solid relationship with sales team for efficient, accurate and timely execution of contract fulfillment.
Generated Business Unit and AVAC reports, analyzing trends and reporting on such to CEO and Executive Management with detailed facts and resolution suggestions.
Escalating issues to management or entering software bugs into Jira tracking system as necessary
Order status and order updates
Product Distribution
Directing callers to appropriate contacts as necessary
Problem resolution including browser and web-based troubleshooting and technical guidance
Accepting and applying payments
Sr. Technical Support Specialist
Harman Specialty Group
08.2007 - 07.2008
Provided customer and technical support for Mark Levinson,
Lexicon and Revel audio/video products. Researched and identified parts needed, set up RMA's for repair and defective product exchanges and provided assistance to end-users,
domestic and international dealers and distributors.
Responded to customer inquiries and provided technical assistance over phone and online
Generated reports to track performance and analyze trends
Personal Program Planner
Elderhostel (now Road Scholar)
09.2006 - 08.2007
Handle all aspects of customer service for educational travel organization.
Answer specific program related inquiries and provide prompt resolution of all customer-related issues.
Managed incoming calls from clients, responded to phone-related inquiries and processed registration transactions in computer database.
Product & Technical Support Specialist II
Bose Corporation
08.1995 - 10.2005
Responded to customer inquiries regarding Bose products including technical support, system set-up, repair, parts order entry and setting up RMAs for returns.
Other duties included responding to customer letters and
servicing authorized warranty facilities including processing warranty
claims, parts fulfillment and order tracking.
Resolved issues quickly to maintain productivity goals.
Won quarterly PTS Value Award for exceptional customer service, May 2002, October 2004.
Inbound Telephone Sales Representative
Bose Corporation
08.1995 - 10.1996
Answered phone calls from customers inquiring about Bose products.
Sold Bose Wave Radios, Acoustic Waves, Lifestyle Systems and Active Noise Cancelling Headsets.
Won monthly DMG Teamwork Award, January 1996.
Education
Some College (No Degree) - Journalism/Mass Communications
University of Wisconsin-Madison
Madison, WI
Skills
Self-Motivated
Complaint resolution
CRM
Recordkeeping strengths
Professional telephone demeanor
Problem-Solving
Interpersonal and written communication
Support inquiry assistance
Timeline
Registered Retirement Representative
Empower Retirement
05.2016 - 06.2023
Customer Support Analyst
Blackbaud
07.2015 - 03.2016
Client Support Specialist
RISI, Inc. (now Fastmarkets)
03.2010 - 11.2014
Sr. Technical Support Specialist
Harman Specialty Group
08.2007 - 07.2008
Personal Program Planner
Elderhostel (now Road Scholar)
09.2006 - 08.2007
Product & Technical Support Specialist II
Bose Corporation
08.1995 - 10.2005
Inbound Telephone Sales Representative
Bose Corporation
08.1995 - 10.1996
Some College (No Degree) - Journalism/Mass Communications