Nicole Hiers
Melbourne,USA
Summary
Experienced customer service professional adept at client interaction, relationship building, request processing, and payment and transaction management.
Dedicated to acquiring Series 7 license and expanding licensing portfolio in the future.
Overview
7
7
years of professional experience
1
1
Certification
Work History
CSA - Client Service Associate
Allen & Company
Viera, US
04.2022 - Current
- Acted as the initial point of contact for clients, ensuring prompt response to phone calls, resolution of queries, and fulfillment of requests; successfully managed front desk operations involving visitor greetings and meeting coordination.
- Aided Financial Advisors by performing essential tasks like processing move money orders, check deposits, and maintaining updated client profiles with accurate information and preferences.
- Maintained detailed task notes and ensured clients were informed about their requests and orders.
- Reviewed existing systems and procedures regularly, suggesting ways they could be improved or optimized.
- Established productive working relationships with co-workers through effective communication and collaborative teamwork.
Server
IHOP
Melbourne, US
06.2019 - 05.2022
- Ensured that each guest was served courteously, quickly, and efficiently.
- Maintain a bank to cash guests out promptly and accurately.
- Collaborated with other restaurant staff members to ensure efficient operations within the restaurant environment.
Server
Bonefish Grill
Viera, US
08.2019 - 06.2021
- Familiarize guests with daily specials menu, happy hour, and seasonal specials.
- Delivered food orders promptly and courteously.
- Maintained knowledge of current menu items, garnishes, ingredients and preparation methods.
Server
Cracker Barrel
Viera, US
09.2017 - 10.2019
- Ensured that each guest was served courteously, quickly, and efficiently.
- Performed opening and closing duties, such as setting up the dining area and restocking supplies.
- Provided exceptional service to high volume of daily customers.
Education
High School Diploma -
Eau Gallie High School
Melbourne, FL05-2015
Skills
- Customer Service
- Microsoft Word
- Microsoft Excel
- ClientWorks
- Cash handling
- CRM
- Inbound and Outbound Calling
- Relationship Building
Certification
- Securities Industry Essentials (SIE) License - FINRA
References
References available upon request.
Timeline
CSA - Client Service Associate
Allen & Company
04.2022 - Current
Server
Bonefish Grill
08.2019 - 06.2021
Server
IHOP
06.2019 - 05.2022
Server
Cracker Barrel
09.2017 - 10.2019
- Securities Industry Essentials (SIE) License - FINRA
High School Diploma -
Eau Gallie High School
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