Sean Fleming
Summary
Result-driven Financial Service Representative with strong background in customer service, financial trouble shooting and efficiency. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.
Overview
9
9
years of professional experience
1
1
Certification
Work History
FINANCIAL SERVICES REPRESENTATIVE
Charles Schwab
06.2022 - Current
- Passed SIE exam
- Currently holds series 7 and 63
- Assists customers with money movement
- Assists customers with required minimum distributions
- Helps customers onboarding/setup online profile
- Assists customers who are locked out of their online accounts
- Answers general question about stocks being up or down
- Assists customer with placing trades
- Answer client questions pertaining to positions they hold
- Answer questions on dividends, cost basis, and interest
- Answers basic Margins and options questions
- Answer and assist customers with questions about advisor products offered
- Navigate through multiple programs, websites, applications, and trading platforms
ASSOCIATE EXPERT
T-Mobile
06.2021 - 05.2022
- Addressed customers courteously using suitable methods and problem-solving skills
- Maintained knowledge of company products to provide helpful suggestions and recommendations to customers
- Followed up with customers regarding product functionality and overall satisfaction
- Provided account information to customers and explained bill service policies and customer rights
- Delivered personalized customer service relating to questions and promptly resolved basic problems on customer accounts.
CUSTOMER SERVICE REPRESENTATIVE
Liberty Mutual
08.2015 - 08.2020
- Conferred with customers by telephone or in-person to provide product or service information
- Navigated multiple computer systems and applications and utilized search tools to find information
- Made appropriate account corrections to resolve customer problems
- Analyzed and collected customer information to prepare product or service reports
- Provided account information to customers and explained bill service policies and customer rights.
Education
HIGH SCHOOL DIPLOMA -
Mishawaka High School
Mishawaka, IN06.2005
Skills
- Customer Data Confidentiality
- Customer Account Management
- Courteous with Strong Service Mindset
- Efficient and Detail-Oriented
- Calm and Professional Under Pressure
- Upbeat and Positive Personality
- Understanding Customer Needs
- Call Documentation
- Credit Card Payment Processing
- Patient and Empathetic
Certification
Securities Industry Essentials License
Series 7
Series 63
Timeline
FINANCIAL SERVICES REPRESENTATIVE
Charles Schwab
06.2022 - Current
ASSOCIATE EXPERT
T-Mobile
06.2021 - 05.2022
CUSTOMER SERVICE REPRESENTATIVE
Liberty Mutual
08.2015 - 08.2020
HIGH SCHOOL DIPLOMA -
Mishawaka High School
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