Hi, I’m
Simon Buten
Ogden,Utah
Summary
Dynamic customer service professional with extensive experience at Wells Fargo Advisors, recognized for enhancing customer satisfaction through creative problem-solving and efficient account management. Proven ability to build trust and loyalty while executing complex financial transactions, ensuring compliance, and driving operational improvements. Committed to delivering exceptional service and fostering collaborative relationships.
Overview
7
years of professional experience
1
Certification
Work History
Wells Fargo AdvisorsSalt Lake City, UT
Customer Service Representative
07.2023 - 03.2025
Job overview
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions
- Performed money movements for ACH, wires, journals
- Discussed ideas and strategies to improve operational efficiency, adding value and aiding business performance for continuous improvement
Wells Fargo AdvisorsSalt Lake City, UT
Program Analyst
01.2023 - 04.2023
Job overview
- Prepared for the Series 7 and Series 66 study programs to open accounts and make suitable recommendations
- Analyst study program utilizing modules and Pass Perfect exam preparation materials
LPL Financial, UT
Administrative Solutions Consultant
06.2021 - 09.2022
Job overview
- Organized and assisted with requirements for annual client account reviews
- Processed money movement functions for investment products
- Worked closely with advisors in multiple states through daily and weekly meetings to foster teamwork and collaborative environment
- Educated clients about account services, capabilities, and technology: eSignature, paperless statements, Account View (client portal), etc
Park Hudson for Morgan StanleySouth Jordan, UT
Client Service Specialist
01.2020 - 01.2021
Job overview
- Identified wealth management client-specific needs and maintained expert-level knowledge of account intricacies
- Determined financial advisor approval status from compliance for social media marketing
- Worked with advisors on client profiles directly affiliated with and managed by the firm
- Facilitated DTC transfers from Morgan Stanley stock plan accounts to other brokerage firms
- Managed daily volume of inbound calls and emails from participants, providing world-class customer service to both internal and external clients in all interactions
AetnaSandy, UT
Client Relations Specialist
01.2019 - 01.2020
Job overview
- Liaised between payor and medical facilities, developed professional relationships through quick problem resolution and response to questions
- Assisted customers by phone and scheduled appointments and treatments
United HealthcareSandy, UT
Special Projects Coordinator
01.2018 - 01.2019
Job overview
- Verified attestation logs for transportation providers to centers for Medicare and Medicaid services
- Created and maintained accurate and confidential patient files according to regulatory mandates
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service
- Updated reports and daily logs for management use and permanent files
Education
Boston UniversityBoston, MA
Bachelor of Arts (BA) from Political Science
Skills
- Efficient and detail-oriented
- Customer Account Management
- Creative Problem-Solving
- Building customer trust and loyalty
Certification
- FINRA License - Securities Industry Essentials (SIE)
- Insurance Resident Producer, Accident and Sickness, Casualty, Property
Timeline
Customer Service Representative
Wells Fargo Advisors
07.2023 - 03.2025
Program Analyst
Wells Fargo Advisors
01.2023 - 04.2023
Administrative Solutions Consultant
LPL Financial
06.2021 - 09.2022
Client Service Specialist
Park Hudson for Morgan Stanley
01.2020 - 01.2021
Client Relations Specialist
Aetna
01.2019 - 01.2020
Special Projects Coordinator
United Healthcare
01.2018 - 01.2019
Boston University
Bachelor of Arts (BA) from Political Science
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