Overview
Work History
Education
Skills
Certification
Timeline
Generic

JaUndra Bullock

St Louis,MO

Overview

3
3
years of professional experience
1
1
Certification

Work History

Client Transition Consultant

Wells Fargo Advisors
07.2025 - 10.2025
  • Ensured accurate client onboarding through precise account setup and documentation.
  • Achieved minimal data entry errors by maintaining high-volume accuracy standards.
  • Addressed customer account inquiries while adhering to banking compliance policies.
  • Coordinated scheduling and communications to facilitate smooth financial transitions.

Customer Service Representative

LiveOps
10.2024 - 06.2025
  • Resolved customer inquiries and complaints with professionalism and effective problem-solving.
  • Ensured accurate customer records through timely data entry and management.
  • Utilized detailed call scripts to efficiently resolve customer issues and concerns.
  • Monitored incoming requests via CRM systems to prioritize customer support efforts.

Clerk

St. Louis City Hall
05.2022 - 09.2024
  • Streamlined office operations, improving efficiency in data entry and document management.
  • Enhanced onboarding experience, supporting new employees during integration and training processes.
  • Maintained compliance by preparing and updating documents according to city standards.
  • Executed filing and scheduling tasks, ensuring organized and efficient office workflow.

Education

Master of Science - Finance

Webster University
St Louis, MO
01-2027

Bachelor of Science (B.S.) - Business Administration

Lincoln University
Jefferson City, MO
01-2024

Skills

  • Account Setup & Documentation
  • Banking Software Adaptability
  • Time Management
  • Problem Resolution
  • Clerical & Administrative Support
  • Customer Service Excellence
  • Data Entry
  • IRS compliance
  • Income tax preparation
  • Financial statements
  • Microsoft Excel proficiency
  • Typing and 10-key entry

Certification

  • Licensed Tax Preparer - Current

Timeline

Client Transition Consultant

Wells Fargo Advisors
07.2025 - 10.2025

Customer Service Representative

LiveOps
10.2024 - 06.2025

Clerk

St. Louis City Hall
05.2022 - 09.2024

Master of Science - Finance

Webster University

Bachelor of Science (B.S.) - Business Administration

Lincoln University
JaUndra Bullock