Jake Eckeberger Email & Phone Number

Richardson, Texas, United States

Addison, Texas, United States

• Run Daily Sales Reports for the North American corporate sales team
• Generate MTD and YTD corporate spend reports for the Vice President and Director of Sales
• Create Retention reports on the corporate sales team
• Calculate finalized sales numbers used for commission purposes
• Run weekly sales reports for global Business Development Directors in the field
• Track Sales numbers for The Vice President’s of North American, UK, EMEA, and APAC regions

Addison, Texas, United States

• Reconciling accounts for Fortune 500 corporate clients
• Creating ledgers to identify misapplied payments
• Coordinating with global accounts payable team to have payments applied correctly
• Communicating with clients to discuss billing discrepancies
• Generate bad debt aging reports for upper management
• Team member in charge of service-level accountability

• Participated in preparation of client account reviews
• Perspective client communications
• Interfaced with clients in coordination with Senior Wealth Manager
• Learned administrative duties involving client account opening and account transfer
• Learned and utilized Bill Good Client Relationship Management platform
• Attended client meetings in coordination with Senior Wealth Manager

• Participated in preparation of client account reviews
• Aided the investment selection committee in processing and selection of investment vehicles
• Interfaced with clients in coordination with Senior Wealth Manager
• Learned administrative duties involving client account opening and account transfer process
• Troubleshot client account problems
• Maintained and updated various information regarding recommended investments

2901 Central Expy, Ste 119 Plano, TX 75075

My work day consisted of manufacturing high quality shirts in large quantities for any customer occasion. I also reviewed financial documents like invoice reports and order forms to ensure the customer gets everything they desired and also to make sure our financial numbers matched the customers needs.

3100 Independence Pkwy, Plano, TX 75075

While working at Tom Thumb I was the service supervisor who managed the front end of the store. My normal day included making sure the communication between cashiers and myself on the front end was at the highest level to ensure customer service satisfaction. I organized the break and lunch schedules so the check out lanes were always running smoothly..