June Zier

Results-driven Customer Service Specialist with a proven record of strategic leadership and industry expertise in driving performance, cultivating high-value client relationships, and delivering impactful business outcomes. Adept at aligning organizational objectives with client needs through cross-functional collaboration, innovative solutions, and operational excellence. Demonstrates a strong capacity to mentor, inspire, and elevate teams, fostering a culture of accountability, growth, and service excellence.

Renowned for executing high-level initiatives that streamline processes, optimize revenue channels, and enhance customer experience in fast-paced, high-stakes environments. Leverages deep industry knowledge and data-driven insights to inform strategic decision-making and adapt to evolving market dynamics. Committed to upholding the highest standards of integrity, compliance, and client advocacy, while advancing long-term business goals through relationship-based strategies.

Financial Services Associate II (TEM) - Fidelity Investments - Southlake, TX

(2022-05 - 2026-05)

• Administered and maintained compliance for 403(b), 401(a), 401(k), and 457(b) retirement plans, ensuring 100% regulatory adherence, and contributing to a 15% improvement in audit readiness and plan accuracy.
• Verified and processed high-volume participant financial documentation, improving data integrity by 20%, and significantly reducing processing errors, which enhanced service efficiency and participant trust.
• Managed complex account transactions including loans, rollovers, and withdrawals with a 98% accuracy rate, consistently meeting or exceeding monthly performance benchmarks, and SLAs.
• Collaborate cross-functionally with compliance, operations, and customer service teams to resolve discrepancies and streamline transactional workflows, resulting in a 25% reduction in processing time.
• Delivered proactive customer service and retirement plan education, directly increasing participant satisfaction scores by 18%, and reinforcing client confidence in plan administration excellence.

Financial Services Associate I - Fidelity Investments - Southlake, TX

(2022-01 - 2022-05)

• Completed intensive training in retirement plans and account management, leading to a 30% increase in customer satisfaction through improved service delivery and informed financial guidance.
• Authenticated customer data and account information with high accuracy, contributing to an 85% reduction in data-related errors, and enhancing overall compliance and operational integrity.
• Collaborate cross-functionally with internal teams to resolve account discrepancies and improve customer relations, resulting in a 25% decrease in repeat inquiries.
• Demonstrated strategic ownership of client account workflows by identifying process gaps and implementing improvements, driving operational excellence, and consistent service delivery.

Customer Service Specialist III - Arbonne International - Addison, TX

(2020-11 - 2022-01)

• Led high-volume inbound call management, handling up to 70 calls daily, with a 98% first-contact resolution rate, delivering accurate information and timely solutions that increased customer satisfaction scores by 25%.
• Streamlined order management processes for product purchases, returns, and refunds, enhancing operational speed and accuracy, resulting in an 85% improvement in processing efficiency, and a 30% reduction in customer escalations.
• Oversaw the onboarding of new accounts, providing end-to-end support on financial inquiries and account setup, which contributed to a 20% increase in successful activations and improved client retention metrics.
• Monitored and analyzed customer feedback channels, identifying key service trends, and implementing feedback loops that improved overall service quality and drove a 15% boost in Net Promoter Score (NPS).
• Collaborate cross-functionally with product, finance, and operations teams, leveraging CRM and support tools (e.g. Salesforce, Zendesk) to enhance customer journey and develop strategic solutions that reduce resolution time by 40%.

Owner / Vendor Relations Expert / Product Sourcing - Risen Ink - Cedar Hill, TX

(2018-10)

• Management of accounts payable/receivable, optimizing cash flow, and reducing outstanding receivables by 25% through streamlined invoicing systems and proactive follow-ups.
• Leads vendor sourcing and procurement operations, negotiating contracts that reduced supply chain costs by 30%, while enhancing vendor reliability and ensuring a 98% on-time delivery rate.
• Resolves escalated customer issues with a 100% resolution success rate, improving customer satisfaction scores, and strengthening client retention through strategic conflict resolution and service recovery.
• Designed and delivered over 500 customized products, overseeing the full project lifecycle from concept to delivery, resulting in a 40% increase in repeat orders and 5-star customer ratings.
• Developed and implemented custom quoting and estimation processes, reducing proposal turnaround time by 50%, and increasing client acquisition through faster, more accurate cost estimates.

Vendor Relations Representative - Deluxe Corp./Safeguard Business Systems - Dallas, TX

(2018-04 - 2020-04)

• Provided end-to-end support to distributors and vendors, proactively resolving issues and streamlining communication workflows, resulting in a 30% increase in client satisfaction and retention.
• Analyzed and reviewed vendor applications and financial documentation, implementing quality control protocols that reduced approval errors by 85%, ensuring regulatory compliance, and accuracy in onboarding processes.
• Led the optimization of vendor setup and account management procedures, leveraging automation and cross-functional coordination to improve operational efficiency by 95%, accelerating time to activation.
• Managed vendor relationships through continuous performance evaluation and contract alignment, contributing to cost reduction initiatives, and strategic sourcing improvements across procurement functions.
• Generated data-driven reports on vendor performance and compliance, providing actionable insights to executive leadership, and supporting strategic decision making and long-term supplier development.

Customer Service/Data Entry Representative - RiteLine USA - Dallas, TX

(2017-04 - 2018-04)

• Spearheaded the accurate processing and tracking of over 350 client orders monthly, ensuring a 98% order accuracy rate, and significantly reducing fulfillment delays, directly boosting customer satisfaction and retention.
• Delivered high-level customer support by resolving product and order-related inquiries with a 24-hour response time, contributing to a 25% increase in positive customer feedback and repeat business.
• Represented the company at major industry trade events (ASI, PPAI), enhancing brand recognition and forging B2B client relationships that led to a 15% increase in inbound sales inquiries.
• Maintained and updated customer databases and order logs with zero error tolerance using CRM and Excel-based systems, increasing data integrity, and enabling seamless cross-functional reporting for sales and logistics teams.
• Collaborated cross-departmentally to identify and resolve order discrepancies, leveraging analytical problem-solving skills to reduce customer complaints by 30%, and streamline order processing workflows.

BBA - Extra Space University

Associate of Business Management - Extra Space University

Bachelor of General Studies - Oxnard College