Experience

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  Push worldwide

  Jan 2021 - Mar 2021

  Account manager

  Responsible for managing 35+ customers accounts in the direct marketing industry while ensuring quality service.•Acted as the personal Spectrum customer service representative for each and every customer I sold an internet bundle to.• Quickly and efficiently open customer accounts by accurately recording account data.• Followed up with customers weekly.

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  Staffmark

  Jun 2021 - Sept 2021

  Customer service representative

  Promptly respond to customer enquiries via email.• Issue refunds and send replacement orders when requested.• Collaborated with the team to quickly resolve customer complaints with appropriate action. . Utilized Salesforce

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  Fidelity investments

  Sept 2021 - Mar 2023

  Brokerage associate

  . Open IRA’s, PAS accounts, SPS accounts and etc. Data entry• Interacted with Tableau• Used strong communication skills to collaborate with team members to ensure efficient service.• Created, co-created, and maintained helpful documents to assist with operational tasks.• Processed liquidation requests, transferred assets in kind , Approved/Rejected any paperwork that was not in good order based on the guidelines to proceed with processing after careful examination.• Communicated with business connections to receive clarifications.• Microsoft Excel • Microsoft Word• Interacted with Microsoft Excel Show less

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  Tactis

  Jun 2022 - Sept 2022

  Participant service representative

  • Set up Thrift Savings Plan Accounts• Added beneficiaries to client Thrift Savings Plan accounts • Reallocated funds• Data Entry• Utilized Salesforce

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  Altruist

  Nov 2023 - now

  Tax & cost basis analyst