Marcus Heimberger

Financial Client Services Representative at Performance Dynamics
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • German Limited working proficiency
  • Japanese Limited working proficiency
  • English Native or bilingual proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Outsourcing/Offshoring
    • 1 - 100 Employee
    • Financial Client Services Representative
      • Sep 2019 - Present

      Duties: • Process financial transactions of a varying complexity on an array of different accounts with scrupulous accuracy and efficient speed • Ensure all requests have correct documentation and authorization • Maintain high standards of accuracy, productivity, privacy, and security • Develop knowledge and mastery of a wide spectrum of processes and policies • Strive to help improves business practices, workflows, and policies where able • Communicate with clients in writing or over the phone Show less

    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Cloud Services Customer Service Agent
      • Nov 2018 - Aug 2019

      Duties:• Be customer’s first point of contact to support their query• Take and own customer support requests from beginning to end• Work with internal teams to best support customer• Document every query fully, including all steps to resolution to ensure best documentation practices• Collecting and analyzing customer data to best advise the customer and find a proper resolution• Ensure protection of all confidential and sensitive information and materials per established privacy policies and laws• Collaborate with colleagues to best give high quality customer support• Manage time effectively to handle a regular caseload of 25 – 35 cases• Provide basic technical support and troubleshooting• Maintain a secured area• Communicate effectively with customers and internal teams via written and oral communications in a variety styles adapted for multiple audiences• Create and maintain a rapport with the customer to ensure a full resolution and customer satisfaction• Work independently and as a team per the needs of the customer• Adapt to an ever-changing environment where products and processes change daily Show less

    • Junior Analyst
      • Mar 2018 - Nov 2018

      Duties:Assisted contract renewal representatives with administrative tasks such as:• Collecting, organizing, and analyzing customer data reports• Working with internal teams to resolve entitlement and licensing issues• Establishing modifications to product configurations• Ensuring proper functionality of products in customer software environments• Communicating information effectively about complex software license and entitlements issues• Using applied knowledge of multiple software interfaces• Providing technical assistance to internal operations and customers related to customers’ software environments Show less

    • United States
    • Restaurants
    • 700 & Above Employee
    • Crew Member
      • Feb 2015 - Mar 2018

      Duties: •Ensure that customers have a wonderful experience, delivering orders quickly, accurately, and with care •Handle upwards of 100 orders daily while maintaining correct amount of money in register Duties: •Ensure that customers have a wonderful experience, delivering orders quickly, accurately, and with care •Handle upwards of 100 orders daily while maintaining correct amount of money in register

    • Canada
    • Education Management
    • 700 & Above Employee
    • German Tutor
      • Oct 2016 - Feb 2018

      Duties: •Helped student successfully grasp German grammar and gain confidence in the language •Wrote weekly reports covering progress and activity Duties: •Helped student successfully grasp German grammar and gain confidence in the language •Wrote weekly reports covering progress and activity

    • United States
    • Translation and Localization
    • 1 - 100 Employee
    • Intern
      • Oct 2017 - Jan 2018

      Duties: •Provided customer service for walk-in clients •Assisted colleagues in project management tasks •Wrote informative, engaging blog posts for company blog •Wrote in-depth and educational eBook on personal language-related topic •Edited writing content of company website •Maintained company social media postings Duties: •Provided customer service for walk-in clients •Assisted colleagues in project management tasks •Wrote informative, engaging blog posts for company blog •Wrote in-depth and educational eBook on personal language-related topic •Edited writing content of company website •Maintained company social media postings

    • Higher Education
    • 700 & Above Employee
    • German and Japanese Language Tutor
      • Dec 2015 - May 2017

      Duties: •Supported student success and language learning goals •Performed administrative assistance (e.g. answering phone calls, filing, customer assistance) •Troubleshot computers •Maintained Facebook page for Japanese students, including posting all technical tutorials •Entered items in database Duties: •Supported student success and language learning goals •Performed administrative assistance (e.g. answering phone calls, filing, customer assistance) •Troubleshot computers •Maintained Facebook page for Japanese students, including posting all technical tutorials •Entered items in database

Education

  • University of Colorado Colorado Springs
    Bachelor of Arts - BA, Anthropology
    2013 - 2017
  • Widefield High School
    General Studies
    2008 - 2012

Community

You need to have a working account to view this content. Click here to join now