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Sam Lyons is a Client Service Senior Specialist III at J.P. Morgan Securities LLC. He possess expertise in merchandising, inventory management, retail, customer service, inventory control and 7 more skills.
J.P. Morgan Securities Llc
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Client Service Senior Specialist IiiJ.P. Morgan Securities LlcGalloway, Oh, Us
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Investment ProfessionalJ.P. Morgan Securities Llc Jan 2024 - Present
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Senior Registered Participant Relationship ManagerMorgan Stanley Apr 2019 - Oct 2023Westerville, OhioAssist participants of different companies with questions about their various stock plans, including stock trades.Provide world-class service to all callers, and ensure all issues have a one-call resolution.Protect all participants' accounts on every call, following proper security protocols.Act as liaison between operations and clients to facilitate timely processing of all account requests, including information updates, share transfers, and cash withdrawals.Train helpers and new hires to assist with sending out account notifications.Keep up to date on all policy changes and other new products provided by Morgan Stanley. -
Customer Service CoordinatorRipple Foods Oct 2018 - Feb 2019Westerville OhDrive order-to-cash process for business, including order entry, fulfillment, and invoicing.Coordinate with distribution centers and carrier partners to ensure customer needs are met, and orders are correctly executed.Research, resolve, and communicate all order issues, including delays, short shipments, and over shipments.Fulfill and ship out sample orders for sales team, both directly through office and through distribution centers.Work with supply chain management to ensure inventory levels are correct, and updated.
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Chat CoordinatorVerizon Jun 2014 - Sep 2018Hilliard, OhioEngage with customers using online chat service, efficiently providing technical support for iOS and Android devices as well as basic phones.Translate overly technical information into easy to understand concepts for customers, resulting in reduced repeat contacts and ensure full understanding and confidence in resolution.Meet with supervisor weekly for chat reviews and performance assessment, discussing opportunities and celebrating improvements. -
Chat Team LeadVerizon Sep 2015 - Sep 2016Provide floor support for chat representatives assisting customers.Worked on special project, coaching chat representatives working on chat efficiency, resulting in an average of 10-15% decrease in chat handle time. Meet monthly with department leadership to go over department culture and morale, providing feedback and ways to further improve. -
Independent CoachBeachbody Jan 2014 - Jan 2018I help people acheive their fitness goals by introducing them to various Beachbody programs and supplements -
Customer Specialist/AdvocateVerizon Jan 2013 - Jun 2014Respond to inbound calls regarding billing, plan, and equipment issues, utilizing critical thinking and empathy resulting in first call resolution for customers.Keep up-to-date on equipment, plans, and features to be able to build customer loyalty by improving their existing services. -
Shift LeaderGordon Food Service Sep 2010 - Jan 2013Hilliard, OhioManage all areas of the store, supervising team of at least 7 people daily to ensure all responsibilities are carried out effectively.Execute display changes on weekly basis, running audits to ensure optimal merchandise sales.Promote sales growth by retaining existing restaurant clients and ensuring daily orders are filled when they arrive in store to pick up. Assist management in special projects throughout the store.Maintain safe and cashier tills, making sure daily earnings were accurate and accounted for. Prepare daily bank deposits and change orders.Weekly analysis of spoilage reports, to reduce amount of lost profit due to out of date product, reporting spoilage loss to store manager for product forecasting.Run safety trainings at our quarterly meetings, as well as trainings for new hires. -
Merchandising SpecialistBest Buy 2009 - 2010Ensure accurate display of price signage.Maintain displays, restocking when necessary.Execute new plan-o-grams when they came out, so displays were up to date with corporate's designs.Ensure functionality of all displays, to promote customer experience with products and increase sales.
Sam Lyons Skills
Sam Lyons Education Details
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Family Resource Management
Frequently Asked Questions about Sam Lyons
What company does Sam Lyons work for?
Sam Lyons works for J.p. Morgan Securities Llc
What is Sam Lyons's role at the current company?
Sam Lyons's current role is Client Service Senior Specialist III.
What is Sam Lyons's email address?
Sam Lyons's email address is ly****@****ail.com
What is Sam Lyons's direct phone number?
Sam Lyons's direct phone number is +161428*****
What schools did Sam Lyons attend?
Sam Lyons attended The Ohio State University.
What skills is Sam Lyons known for?
Sam Lyons has skills like Merchandising, Inventory Management, Retail, Customer Service, Inventory Control, Sales, Customer Satisfaction, Technical Support, Web Chat, Critical Thinking, Multitasking, Positioning.
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