Primarily deal with client's in 403-b/457 and IRA market. Full knowledge of IRS regulations within this industry. Process Transfers, Rollovers, Contract Exchanges. Assist Client's with any questions regarding portfolios and Mutual Fund information. Ensure timely and accurate processing of paperwork according to guidelines. Prepare client portfolios and paperwork for client appointments.

� Account Paperwork: Complete and submit all paperwork i.e., transfers, new business, rollovers, change requests, etc. � Sales assistant to a top financial representative with over two thousand clients. � Calculate and type all account reviews/portfolio analysis on a timely basis. � Consult with financial representatives on completed account reviews for any changes. � Identify and complete appropriate forms and applications for sales appointments by obtaining information from financial representative or the client. � Submit applications/forms to branch operations. � Follow-up with branch support representatives on client paperwork that was submitted. � Ensure timely and accurate processing of paperwork. � Attained Series 6 license � Primarily dealt with clients in the 403-b/457 market. � Attain approval from Third Party Administrators � Review MEC calculations for client's annually

Responsible for supporting ten territory managers across the country with technical assistance with product questions, and support for equipment used at service agencies.Manage the payroll monthly for entire business unit. Place orders for inventory and supplies needed to support the service agents as well as territory managers.

Managed associates who are online receiving 600-800 inbound calls from consumers.Monitoring of associates call volume, wait time and revenue daily.Reported daily calls from various 800# to associates as well as upper management.Discussed targeted goal with associates in weekly meetings

� Responsible for supporting ten territory managers across the country with technical assistance with product questions, and support for equipment used at service agencies. � Provide technical and customer service support for over 600 AT&T service agents � Tracking of inbound calls and logging them into call logs � Responsible for setting up telephone lines, computer and printer for service agent � Place order for inventory and supplies needed to support the service agents as well as territory managers � Manage the payroll monthly for entire business unit � Approve vendor payments and input into SAP database � Manage and track the return of hardware from agents and report monthly.

Supervisor of Consumer Direct Sales � Managed associates who are online receiving 600-800 inbound calls from consumers � Monitoring of associates call volume, wait time and revenue daily � Helped associates with customer questions, handled irate customers and provide a resolution � Attained monthly goal by creating and managing new ways for associates to offer daily specials � Reported daily calls from various 800# to associates as well as upper management � Discussed targeted goal with associates in weekly meetings � Placed orders, tracked customer orders, released allocated product, create customer master accounts � Purchase orders and closed out of accounts receivable daily � Assisted Immediate supervisor with special projects

� Responsible for the daily operation of the employee store located in Murray Hill � Accountable for all replenishment product orders for the program as a whole/extensive knowledge of all processes with customer orders � Displayed exemplary customer service skills utilized in daily contact � Tracked and maintained of physical inventory levels on a daily and monthly basis � Acquired one new business lead which realized an additional 10,000 in revenue � Responsible for updating and completed visual merchandising

� Demonstrated customer service skills included completed product knowledge/resolved customer issues, questions and complaints� Achieved the highest level of call volume, assisting on a average, 175 calls daily� Routinely followed up with documentation to satisfy all customer needs

� Customer Service-field questions, fact-find and recommend products, service and solutions� Complete knowledge of all product lines and services including leasing� Achieved top 10 revenue generating stores in the entire us having sales of over 2,000,000 in 1995