Viola Perryman

Account Services Specialist at optionsXpress

Greater Chicago Area
Financial Services

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Viola Perryman's Overview

  • DeVry University

38 connections

Viola Perryman's Experience

New Accounts Specialist

optionsXpress, Inc

Public Company; 201-500 employees; oxps; Financial Services industry

August 2006Present (8 years 2 months)

Research and correspond with various departments to troubleshoot new account issues and improvement of
departmental work productivity
Enter data into the system for the processing of new account application requests for futures and IRAs
Prepared mailings of applications and marketing material based on customers' request
Responds to telephone and email inquiries by prospective and current customers while providing excellent
customer service support
Performs day-to-day tasks such as filing, customer account updates and resending of customer statement

Tax Professional

H&R Block

Public Company; 10,001+ employees; HRB; Retail industry

January 2007April 2007 (4 months)

Answered tax related questions regarding customer individual tax filings
Processed various types of federal and state tax returns via H&R Block's tax filing database
Researched tax rules and regulations to minimize client tax liabilities
Responsible for collection of payment for services rendered and balancing of office cash drawer
Cross­ selling of additional

Order Management Specialist

Broadwing Communications

Public Company; 1001-5000 employees; BWNG; Telecommunications industry

August 2000March 2006 (5 years 8 months)

Processed orders requesting Broadwing Communications products and services
Provided daily maintenance and monitoring of Broadwing's billing system and also provided assistance in
quality assurance of new releases
Provided support to local customer care and sales representatives regarding methods, procedures, and
submission of orders via iRIS in a friendly and professional manner
Reviewed all incoming paperwork to ensure accuracy and submission in a timely manner
Assisted in training of new employees regarding Broadwing products, services, methods and procedures for
order processing
Contributed ideas to management regarding insight on improving system training procedures, and overall
working conditions
Also assisted with development of training manuals that are currently used by employees in various

Customer Service/Sales Representative


March 1996July 2000 (4 years 5 months)

Handled a large volume of calls in a timely, professional and courteous manner
Recommended SBC products and services to residential customers in Illinois based on current and future
use of telephone
Provided effective customer service by assisting residential customers with the installation of telephone
service, ordering of communications equipment and additional services
Set up appointments for installation of products and telephone service
Answered inquiries regarding customers' bills
Researched and resolved customer claims regarding returned products
Acted as a liaison between the customer and various departments

Viola Perryman's Skills & Expertise

  1. Customer Service
  2. Microsoft Excel
  3. Sales
  4. Account Management
  5. Outlook
  6. Customer Satisfaction
  7. Microsoft Office
  9. Process Improvement
  10. Microsoft Word
  11. PowerPoint
  12. Trading
  13. Training
  14. Management
  15. Series 7

Viola Perryman's Education

DeVry University

Bachelor's Degree, Technical Management/Accounting


Grade: 3.63/4.00

Cum Laude

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