Sam Lyons

Background

About Sam Lyons

With over 4.5 years of experience as a Senior Registered Participant Relationship Manager at Morgan Stanley, I am a customer service leader and account representative with credentials and expertise in the financial industry. I hold the Series 7 and 66 licenses issued by FINRA, which enable me to assist participants of different companies with questions about their various stock plans, including stock trades. I provide world-class service to all callers, and ensure all issues have a one-call resolution. I also protect all participants' accounts on every call, following proper security protocols. I act as a liaison between operations and clients to facilitate timely processing of all account requests, including information updates, share transfers, and cash withdrawals. I train helpers and new hires to assist with sending out account notifications. I keep up to date on all policy changes and other new products provided by Morgan Stanley. In addition to my current role, I have a demonstrated history of working in the food and beverages, as well as the cellular industry, as a Customer Service Coordinator and a Chat Coordinator. I have strong skills in customer service, technical support, retail, sales, and analytical thinking. I have driven the order-to-cash process, coordinated with distribution centers and carrier partners, researched and resolved order issues, fulfilled and shipped sample orders, and ensured inventory levels are correct. I have also engaged with customers using online chat service, efficiently providing technical support for iOS and Android devices as well as basic phones. I have translated overly technical information into easy to understand concepts for customers, resulting in reduced repeat contacts and ensuring full understanding and confidence in resolution. I am passionate about delivering excellent customer service and building lasting relationships with clients. I am always eager to learn new skills and broaden my knowledge in the financial industry. I am looking for a new job that will challenge me and allow me to grow as a professional. I am confident that I can add value to any organization that requires a customer service leader and account representative with credentials and expertise.