Shane Condon
Philadelphia,PA
Summary
Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving. Enhance client experiences by understanding customer desires, providing customized solutions to build loyalty, and secure customer satisfaction. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Investment Service Associate
Ascensus Retirement Services
09.2020 - Current
- Ability to manage participant transactions to invest client funds accurately for their needs
- Comfortable consulting with clients to settle account disputes while maintaining positive relationship
- Able to multitask between many assignments and prioritize as needed while meeting tight deadlines
- Interact with plan administrators daily, which allows relationship building and anticipation of clients needs
- Prepare and release correspondence to clients to via email
- Review documents to ensure good order for processing
- Strong sense of team building to promote supportive work atmosphere; able to work independently
Client Service Associate
06.2018 - 09.2020
- Worked in high call volume environment providing fast paced quality customer service
- Conducted over 30 interviews by phone daily with participants to determine eligibility to request funds from their portfolios
- Complied with IRS laws and procedures to ensure transactions are properly executed
- Explained types of supporting documentation needed to ensure proof of eligibility for transactions
- Introduced clients to available online resources and services to increase convenience
Golf Shop Associate
Downingtown Country Club
05.2016 - 06.2018
- Built strong customer service and communication skills as club liaison
- Experience networking with club members, golfers, and general patrons
- Gained retail and sales experience while working in Pro Shop
Education
Bachelor of Science - Recreation, Parks, Tourism Management Community And Commercial Recreation
12.2015
Skills
- Microsoft Office (Word, Outlook, Teams, Excel, PowerPoint)
- Proficient in Wystar Retirement Recordkeeping System, ACE Processing Database, and Citrix Systems
- Time Management
- Customer Support
- Active Listening
- Product and Service Understanding
- Hospitality Management
Certification
Working toward ASPPA Certifications. To be completed in 2023
Timeline
Investment Service Associate - Ascensus Retirement Services
09.2020 - Current
Client Service Associate -
06.2018 - 09.2020
Golf Shop Associate - Downingtown Country Club
05.2016 - 06.2018
The Pennsylvania State University - Bachelor of Science, Recreation, Parks, Tourism Management Community And Commercial Recreation
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