Manager Customer Service

TRACY ELLIOTT FINANCIAL ANALYSIS & OPERATIONS

** ******* ****** ***** ******, NY 105**-***-*** 3621 **********@*****.***

Creative thinker with the ability to review and analyze current processes and recommend more efficient workflows to

complete tasks more easily and in less time. Financial analysis background with demonstrated skills in being a strong link

within a team of high talent professionals overseeing sensitive account information. Detail oriented with a history of going

above and beyond to ensure high standards of customer service are delivered and maintained.

PROFESSIONAL EXPERIENCE

Full time MBA student at Iona College with a (Concentration in Finance)

E&A CARE CENTER, WESTCHESTER, NY 2010 2013

Receptionist/Office Manager

Manage and maintain schedule, time sheets, expense reports, state licensing records.

Manage office accounts payable/receivable with vendors.

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Reviewing and process renewal applications of NY State licensing policies, manage holiday and special occasion cards.

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Manage all stationery, supplies, and office equipment needs; facilitate the maintenance

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and repair of office equipment.

IFMG (SUN LIFE FINANCIALS), PURCHASE, NY 2007 2010

Operations Coordinator

Tasked with conducting daily reviews of customer account restrictions, ACH data entry, and EFT entries into systems.

Processed customer journal requests between brokerage accounts and prepared ad hoc requests.

Monitored accuracy of current collateral values by using loan contracts and borrowing base statements to evaluate credit

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availability on asset based revolving lines of credit.

Resolved Margin call disputes by engaging with financial representatives and escalating issues to account managers.

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Supported transfers of securities across trading accounts by assisting with entry of ACATS data, communicating with

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representatives, and completing transfers.

CITIGROUP, STAMFORD, CT 2006 2007

New Accounts Analyst

Assisted with defining and creating mutual fund products. Support team of portfolio managers with the management of the

multi disciplined accounts (MDA).

Terminated or transferred data based on review and update of accounts.

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Adhered to structured multiple disciplined accounts approach while executing trades.

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US Trust, STAMFORD, CT 2005 2006

Operations Analyst (Temp)

Assist SVP on special projects such as the transfer and or re registration of assets from closed accounts.

Assist in completing and submit quarterly reports for registered funds.

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Assist fund administrator in the launching of multi manager and single manager funds.

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DAYMON WORLDWIDE, STAMFORD, CT 2004 2005

Special Projects Analyst

Assigned to create and maintain Excel spreadsheet used for financial planning and tracking of principal status or analysis.

Terminated or transferred data based on review and update of accounts.

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Supported customers with data and recommendations spanning sales, merchandising, marketing, and planning.

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EDUCATION

. A.S. in Business Administration (6/2010), Monroe College B.S. in Finance (4/2013), College of Westchester.

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