John Leary
Rehoboth
Summary
Senior Service Specialist with a background in customer service, operations management, and process improvement. Demonstrated strengths include problem-solving, training/subject matter expert, and effective communication skills. Have successfully improved operational efficiency and customer satisfaction rates in previous roles. Committed to providing exceptional service while fostering positive relationships with clients and team members.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
Work History
Senior Service Specialist
Edward Jones
St Louis
12.2022 - Current
- Answer a high volume of phone calls from branch teams about cash and lending.
- Provides superior service and single call resolution to branch teams.
- Act as a subject matter expert on the topics of margin and other lending products for newer and cross training associates.
Enterprise Support Specialist
BlueTriton Brands
Raynham
09.2019 - 11.2022
- Manage relationships with Blue Triton customer accounts (VIP/Platinum Level Commercial/Retail/DSD) remotely
- Execute sales strategies defined by Enterprise Service Center Leader
- Field customer calls, and find the appropriate channel through which to address the customer inquiry
- Collaborate with the BTB operating companies to execute joint customer efforts
Financial Advisor
Edward Jones
Barrington
04.2018 - 09.2019
- Developed and managed client relationships by providing personalized financial planning, investment strategies, and retirement solutions.• Conducted needs analyses, recommended appropriate products (stocks, bonds, mutual funds, insurance), and monitored portfolio performance.• Educated clients on market conditions, risk management, and long-term financial goals to support informed decision-making.
- Developed personalized financial plans tailored to client goals.
Education
Bachelor of Science - Cyber Security
Roger Williams University
Bristol, RI 08.2012 - 05.2016
Skills
- Customer service
- Problem solving
- Attention to detail
- Complaint resolution
- Strong work ethic
- Single call resolution
- Training and development
Timeline
Senior Service Specialist
Edward Jones
12.2022 - Current
Enterprise Support Specialist
BlueTriton Brands
09.2019 - 11.2022
Financial Advisor
Edward Jones
04.2018 - 09.2019
Bachelor of Science - Cyber Security
Roger Williams University
08.2012 - 05.2016