Summary
Overview
Work History
Skills
Timeline
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TOMIKKA PERSHARD

Phoenix,AZ

Summary

Detail-oriented Client Service Specialist with extensive experience in finance, HR, research, and client support. Recognized for high-quality performance and contributions to process improvement and project coordination. Combines effective communication and problem-solving skills to enhance client experiences and optimize operations. Motivated to leverage expertise in a challenging role with opportunities for growth.

Overview

13
13
years of professional experience

Work History

Client Service Specialist IV PCSO • Full-time

JPMorgan Chase
Tempe, AZ
10.2025 - 10.2026
  • Resolved cases across multiple systems with accuracy and speed to enhance customer satisfaction.
  • Provided email updates with clear directions and support to clients, partners, and banking support teams, ensuring effective communication.
  • Analyzed issues to identify root causes and implemented practical solutions.
  • Communicate clearly in writing and speaking with customers and coworkers.
  • Keep customer records complete and concise in case notes.
  • Adjusted to shifting priorities to ensure workflow efficiency.
  • Transitioned between multiple digital platforms to maintain focus on objectives. and tools while staying focused and engaged.

Escalations Level 2 Terminal and Software Support

JPMorgan Chase
Tempe, Arizona
02.2023 - 10.2025

Configured terminal files to ensure seamless merchant transaction setup.

Processed new terminal orders promptly and coordinated with merchants, ensuring timely updates and tracking.

Implemented consistent username and password management to support secure Wi-Fi access.

Defined business problems clearly and supported business cases, enabling cross-functional teams to achieve targeted outcomes.

Actionable recommendations for complex business issues came from advanced data analysis and process review.

ADVANCED RETERM TEAM MEMBER

JPMorgan Chase
Tempe, AZ
09.2022 - 02.2023
  • - Enhanced secure access processes by configuring terminal files and coordinating access setup support to ensure seamless user access.
  • - Improved billing profile accuracy and customer support quality through meticulous account maintenance, resulting in better service delivery.

- Maintained billing record integrity by deleting terminated lease details and removing outdated payment data, safeguarding against potential discrepancies.

HUMAN RESOURCE ASSISTANT II

Amazon
08.2021 - 08.2022
  • Ensured compliance with federal and state regulations.
  • Streamlined claims processing and maintained HR databases to enhance data accuracy and accessibility.
  • Finalized approval of LOA documents through efficient email correspondence.
  • Provided HR support to enhance workflow efficiency and team collaboration.
  • Contributed to projects while collaborating with team members in a remote setting.

RESEARCH ANALYST SPECIALIST

Advantage Sales & Marketing
Woodhaven, MI
09.2017 - 09.2020
  • Conducted market research and analyzed industry trends to inform strategic decisions.
  • Produced market research findings and trend analysis to inform business planning.
  • Assessed market conditions and tracked industry trends to guide planning decisions.
  • Developed reports and insights that informed business planning efforts.
  • Prepared reports and insights to support business planning.
  • Delivered reports and insights that supported planning decisions.
  • Engaged with public through professional service and effective communication to enhance brand reputation.
  • Facilitated demos and organized special events to increase outreach and community engagement.
  • Orchestrated demos and special events to enhance visibility and engagement.

CUSTOMER SERVICE REPRESENTATIVE

Grainger
Tempe, AZ
01.2020 - 05.2020
  • Resolved customer inquiries and processed orders.
  • Processed customer transactions to facilitate timely payments and enhance customer satisfaction.
  • Updated CRM records to ensure accurate customer information and support seamless service.
  • Maintained updated records for customer accounts
  • Created and dispatched invoices to clients to ensure prompt billing and maintain cash flow.

INTAKE SPECIALIST

Information Center
Wyandotte, MI
02.2014 - 01.2016
  • Ensured accuracy of client intake records through interviews and document review.
  • Facilitated eligibility reviews by providing insights aligned with income guidelines.

Supported client visits with appointment scheduling, location details, and required document guidance.

Maintained regulatory compliance and streamlined workflow processes.

Skills

  • Adaptability Skills, Attention to Detail, Client-Facing Skills, Analytical thinking, Data management, Troubleshooting diagnostics, Leadership Skills, Problem-Solving Skill, Team Collaboration, Technical Proficiency
  • Problem-Solving Skill
  • Attention to Detail
  • Adaptability Skills
  • Account Management

Timeline

Client Service Specialist IV PCSO • Full-time

JPMorgan Chase
10.2025 - 10.2026

Escalations Level 2 Terminal and Software Support

JPMorgan Chase
02.2023 - 10.2025

ADVANCED RETERM TEAM MEMBER

JPMorgan Chase
09.2022 - 02.2023

HUMAN RESOURCE ASSISTANT II

Amazon
08.2021 - 08.2022

CUSTOMER SERVICE REPRESENTATIVE

Grainger
01.2020 - 05.2020

RESEARCH ANALYST SPECIALIST

Advantage Sales & Marketing
09.2017 - 09.2020

INTAKE SPECIALIST

Information Center
02.2014 - 01.2016
TOMIKKA PERSHARD