Retirement Investment Representative

Posted on: 2006-01-02

Marshell S. Brown 6523 Autumnwoods Tr. Dallas, Texas 75232 214-929-4013(cell) [email protected] Objective: To utilize over 25years of customer service/administration experience to effectively help an employer minimize their work load by offering professional assistance with their off-site operational work load. Employment History Fidelity Investments-12/98-present Retirement Investment Services Representative Provide sales material to participants Audit mainframe and workstation systems for assets that are transferred between 401k accounts and retail accounts Establish new sales leads for representatives from unfounded reports Confers with managers on compliance procedures Today’s Temporary (Fidelity Investments) 7/98-11/98 Personnel Staffing Assistant Examined resumes for customer service qualifications Conferred with personnel management in making decisions to interview candidates for customer service positions Administered background checks Today’s Temporary (Fidelity Investments) 1/97-5/97 Inbound Customer Services Representative Assisted customers with account features and balance information Provided market news and quotes Ordered sales material per customer’s request Central Benefits-6/77-2/98 Claims Examiner Examined and processed medical claims Utilized HCFA 1500 forms/ICD-9 CPT codes Viewed companies benefits to determine if claims could be paid Desoto Vending Company-8/95-12/96 Administration/Customer Service Assistant Monitored inventory control/setup new vending accounts Handled bookkeeping for the business Scheduled appointments for customer who had vending machine repairs Fidelity Investments- 9/89-7/95 Cashier/Customer Service Representative Opened brokerage and mutual fund accounts Posted checks to customer accounts Made daily deposits Posted stocks and bonds to customer accounts Handle payout request for customers Resolved account problems according to policies and procedures Trained staff on office audit compliance procedures Skills:10key by touch, Word ,Excel, Windows 95,98,NT 4.0 Education: Mt View Jr College Dallas, Texas Cedar Valley Jr College - Lancaster, Texas References per request