- Send daily reports to management regarding CSR activity- Create a forecasting report to assist management on call volume - Troubleshooting VOIP system whenever an issue arose- Created various reports on an as needed basis by management (ex: ACAT comparison study)- Investigated into any customer disputes - Review outgoing emails and chat transcripts to ensure internal protocols are followedAlso as QA, I assist our compliance department with meeting FINRA… Show more - Send daily reports to management regarding CSR activity- Create a forecasting report to assist management on call volume - Troubleshooting VOIP system whenever an issue arose- Created various reports on an as needed basis by management (ex: ACAT comparison study)- Investigated into any customer disputes - Review outgoing emails and chat transcripts to ensure internal protocols are followedAlso as QA, I assist our compliance department with meeting FINRA requirements on registered representatives interactions with customers. This included using SMARSH to review all external emails and listening to conversations with customers. Show less

- Answered incoming English and Chinese (Mandarin) phone calls- Answered Live Chats- Manage Customer Service inbox- Notify customers of corporate actions- Worked with IT to develop a tool (Broker Review) to assist customers with completing application- Created procedures and trained Representatives on how to use Broker ReviewAs part of Customer Service, I was an original member of our Marketing committee. The purpose of this committee is to identify ways to enrich… Show more - Answered incoming English and Chinese (Mandarin) phone calls- Answered Live Chats- Manage Customer Service inbox- Notify customers of corporate actions- Worked with IT to develop a tool (Broker Review) to assist customers with completing application- Created procedures and trained Representatives on how to use Broker ReviewAs part of Customer Service, I was an original member of our Marketing committee. The purpose of this committee is to identify ways to enrich our online customer experience. While on this committee I have been part of the following projects: - created video tutorials - maintained social media - Enhancing our educational section of the website - Improve upon website customer accessibility Show less

- Reviewed daily fund activity for red flags- Maintained a red flag database to help identify patterns- Filed SAR reports- Reviewed Fincen's bimonthly 314(b) list

Apartment Rental is my fathers business. I grew up assisting in the family business and continue to do any research or accounting as needed.My tasks over the years include the following:- Researching properties and current laws regarding apartment rental- Placing ads on Craigslist- Running background checks on applicants- Basic computer repair/troubleshooting- Typing all emails and letters relating to the business - Basic accounting (Quickbooks)- Rent… Show more Apartment Rental is my fathers business. I grew up assisting in the family business and continue to do any research or accounting as needed.My tasks over the years include the following:- Researching properties and current laws regarding apartment rental- Placing ads on Craigslist- Running background checks on applicants- Basic computer repair/troubleshooting- Typing all emails and letters relating to the business - Basic accounting (Quickbooks)- Rent collections and follow up when necessary- Hiring Maintenance workers- Working out scheduling between the maintenance team and tenants Show less

My responsibilities include - Process and activate new accounts. - Scan and file paperwork - Follow up on undeliverable emails and return postal mail - Assist with establishing funding procedures for accounts - Maintain and update customers' account details - Distribute incoming mail - Answered emails and live chats

Responsibilities: -Keeping all daily paperwork current and up to date -Computerize records to enhance productiveness in the office -Work in the classrooms as a Substitute teacher when needed - Answered the phones -Was involved with organizing fieldtrips and extra circulator actives with the children (such as bake sales, talent shows, etc..) -Assisted Management in special projects and daily reports … Show more Responsibilities: -Keeping all daily paperwork current and up to date -Computerize records to enhance productiveness in the office -Work in the classrooms as a Substitute teacher when needed - Answered the phones -Was involved with organizing fieldtrips and extra circulator actives with the children (such as bake sales, talent shows, etc..) -Assisted Management in special projects and daily reports -Functioned as Management of the school, if the Director and Co-director were not on site. Show less