Tomesha Singleton
Houston,TX
Summary
Customer service and financial services professional with over 10 years of experience supporting clients, resolving complex account issues, and delivering exceptional customer experiences. Proven ability to manage high-volume inquiries, process account transactions, navigate multiple systems simultaneously, and build positive relationships with clients and stakeholders. Experienced in financial services, securities operations, claims administration, and telecommunications customer support.
Overview
12
12
years of professional experience
Work History
Client Service Representative
Cetera Financial Group
El Segundo, CA
12.2022 - Current
- Delivered exceptional customer service by responding to inquiries regarding new account openings, asset transfers, account maintenance, and general account questions.
- Processed and documented cases in Salesforce while managing a high volume of incoming calls and emails.
- Navigated multiple systems and applications simultaneously to support clients and financial advisors efficiently.
- Maintained high levels of client satisfaction through timely issue resolution and professional communication.
Securities Operations Specialist
Prudential
Pennsylvania
11.2021 - 07.2022
- Provided operational and phone support to financial professionals and clients.
- Assisted with servicing brokerage accounts and resolving account-related inquiries.
- Ensured timely and accurate responses to client requests while maintaining compliance with company procedures.
Customer Service Representative
RTC Industries, Inc
Reserve, NM
08.2016 - 07.2021
- Managed front-counter operations and provided face-to-face customer support.
- Assisted customers with billing inquiries and troubleshooting cable, internet, and phone service issues.
- Opened new service accounts and contributed to customer retention efforts.
- Resolved customer concerns efficiently while maintaining a positive customer experience.
Claims Specialist
Garretson / Xcentri
New Orleans, LA
01.2015 - 07.2016
- Entered and maintained accurate claimant information in company systems.
- Updated inquiry statuses and coordinated with internal resources to ensure prompt resolution.
- Demonstrated expertise in both basic and complex settlement processes.
- Responded effectively to requests from claimants and attorneys.
- Utilized strong problem-solving abilities to manage challenging situations.
- Leveraged Microsoft Office applications to prepare documentation and reports.
Education
High School Diploma -
Erasmus Hall High School
Brooklyn06-1995
Skills
- Customer Service Excellence
- Client Relationship Management
- Financial Services Support
- Brokerage Account Servicing
- Salesforce
- Account Maintenance
- Asset Transfers
- Call Center Operations
- Problem Resolution
- Microsoft Office Suite
- Data Entry & Documentation
- Communication Skills
- Multitasking
- Time Management
Timeline
Client Service Representative
Cetera Financial Group
12.2022 - Current
Securities Operations Specialist
Prudential
11.2021 - 07.2022
Customer Service Representative
RTC Industries, Inc
08.2016 - 07.2021
Claims Specialist
Garretson / Xcentri
01.2015 - 07.2016
High School Diploma -
Erasmus Hall High School