Jeffrey Werdel
St. Louis
Summary
Currently a Junior pursing a mechanical engineering degree in the UMSL/Washu Joint Engineering Program with an expected graduation date of August 2026. From working in finance a strong passion for problem-solving and data management was created. At the moment seeking opportunities where I can contribute to projects that have a meaningful and positive impact on the world.
Overview
9
9
years of professional experience
Work History
Customer Service Representative
Wells Fargo Advisors
12.2020 - 05.2022
- Execute and confirm routine money movement transactions
- Provide clients assistance with annuity contracts
- Help clients with completing and filing financial request documents
- Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.)
Financial Services Trainee
TD Ameritrade
08.2020 - 11.2020
- Maintained up-to-date knowledge of industry regulations, ensuring compliance throughout all aspects of operations.
- Managed high-volume workloads effectively, prioritizing tasks based on urgency while maintaining accuracy
- Introduced clients to TD Ameritrade products and services
Client Relations Coordinator
Schneider Electric Company
11.2018 - 04.2019
- Answered or made calls to clients to learn about needs and address product or service issues.
- Received, tracked and resolved incoming marketing related calls and queries.
- Made customers aware of current and new programs and services.
- Maintained statistical database of client relations
- Networked with members of the construction field in order to develop business relationships
Cashier/Light Duty Mechanic
Wheeler's Service Station Inc.
04.2013 - 07.2016
- Inspected and tested equipment to locate worn and damaged parts.
- Used POS system to enter orders, process payments and issue receipts.
- Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.
- Restocked and organized merchandise in storefront.
Education
Bachelor of Science - Mechanical Engineering
University of Missouri - St Louis
St Louis, MO08.2026
Bachelor of Science - Business Administration
University of Missouri - St Louis
St Louis, MO08.2020
High School Diploma -
Clayton High School
Clayton, MO05.2014
Skills
- SolidWorks CAD
- Complaint Resolution
- Information Security
- Call Management
- Data Entry
- Technical Support
- Call Center Experience
- Microsoft Office
- Report Generation
- CIV CRM System Proficiency
- Critical Thinking
Timeline
Customer Service Representative
Wells Fargo Advisors
12.2020 - 05.2022
Financial Services Trainee
TD Ameritrade
08.2020 - 11.2020
Client Relations Coordinator
Schneider Electric Company
11.2018 - 04.2019
Cashier/Light Duty Mechanic
Wheeler's Service Station Inc.
04.2013 - 07.2016
Bachelor of Science - Mechanical Engineering
University of Missouri - St Louis
Bachelor of Science - Business Administration
University of Missouri - St Louis
High School Diploma -
Clayton High School
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