Summary
Overview
Work History
Education
Skills
Timeline
Generic

Steven Vonharten

Ruskin

Summary

Proficient in multiple levels of customer service and sales.

Strong basic computer skills and well as extensive experience with CRM programs.

Overview

10
10
years of professional experience

Work History

Customer Service

Self
01.2020 - 06.2024

Provided customers with service, assistance and advice with annuities, forms and distributions. Maintained up to date knowledge of various insurance companies products, policies and procedures.

Financial Services Customer Representative

J.W. Cole Financial Inc.
05.2017 - 12.2019

Provided customer service and support over the phone as well as in person. Handled detailed and complex processes including Sales, opening new accounts, executing stock trades on clients behalf, listening to clients questions and concerns and providing effective solutions.

Financial Services Customer Representative

National Securities Corporation
04.2015 - 04.2017

Provided customer service and support over the phone as well as in person. Handled detailed and complex processes including Sales, opening new accounts, executing stock trades on clients behalf, listening to clients questions and concerns and providing effective solutions.

Financial Services Customer Representative

Scottrade Inc.
03.2014 - 04.2015

Provided customer service and support over the phone as well as in person. Handled detailed and complex processes including Sales, opening new accounts, executing stock trades on clients behalf, listening to clients questions and concerns and providing effective solutions.

Education

No Degree - Communications

Winthrop University
Rock Hill, SC
1988

No Degree - Communications

Anderson University
Anderson, SC
1986

High School Diploma -

Beaufort Academy
Beaufort, SC
1984

Skills

Communication and active listening

Problem solving

Organization and time management

Attention to detail

Sales

Working with support staff, teamwork

Computer skills, CRM software programs

Timeline

Customer Service

Self
01.2020 - 06.2024

Financial Services Customer Representative

J.W. Cole Financial Inc.
05.2017 - 12.2019

Financial Services Customer Representative

National Securities Corporation
04.2015 - 04.2017

Financial Services Customer Representative

Scottrade Inc.
03.2014 - 04.2015

No Degree - Communications

Winthrop University

No Degree - Communications

Anderson University

High School Diploma -

Beaufort Academy
Steven Vonharten