Customer Service Management
Resume:
James Yul
Atlanta, GA ***39
************@*****.***
Experienced professional seeking an analyst opportunity which leverages both my finance experience and
knowledge of computer applications. My previous experience in the financial sector provides me the unique ability
to interpret trends in order to identify improvements that would streamline growth while my knowledge of SQL, MS
Word, Access, Excel, and PowerPoint enables me to display, organize, and analyze data within reports.
Education:
Saint Joseph’s University, Philadelphia, PA August 2012
Master in Business Administration, International Marketing
Bentley University, Waltham, MA May 2003
Bachelor of Science, Finance
Specific Computer Skills:
Extensive knowledge of Microsoft Excel including VLOOKUP, Pivot Tables, and Data Filtering.
Extensive knowledge of Microsoft Access
Extensive knowledge of SQL
Experience:
Reliance Trust Company, Atlanta, GA 2007-2009
Cash Management Specialist / Cash Management Trader
Traded money market funds of various investment companies of approximately $10 million to $60 million on a daily basis
in and out of Reliance Trust.
Utilized various functional capabilities of Excel in order to identify and reconcile trade discrepancies.
Composed an end of day financial report for senior management and vice presidents to detail the funds and amounts traded.
Pioneer Investments, Boston, MA 2005-2007
Group Plans Specialist
Established retirement plans including 403B, UNI-K, and Simple IRAs.
Responsible for Pioneer retirement plan product inquiries from present financial representatives and participants.
Allocated contributions for company sponsored retirement plans.
Processed loan repayments for participants.
Investors Bank and Trust (State Street Corporation), Boston, MA 2004-2005
Global Operations Representative
Extensively used Excel to sort, organize, filter, and locate data in order to ensure the settlement of trades.
Worked closely with various fund groups to answer any inquiries that might inhibit the settlement of trades.
Generated reports in Excel to notify fund groups of failing trades, trades returned by the broker, and unsettled trades.
Created daily proof report with Excel for senior management detailing the bank’s balance position throughout the day.
State Street Research & Management (BlackRock), Boston, MA 2003-2004
Customer Service Representative
Processed redemptions, exchanges, and purchases of Mutual Funds.
Directly responsible for notifying shareholders of their account status, balance, total number of shares, and price per share.
Updated investors on details of State Street Research Mutual Funds, including background history of the portfolio
managers and specific investment objective of each mutual fund.
Assisted shareholders in locating documents relevant to managing their portfolios, including providing valuable account
summary reports, tax forms, and assisting customers to navigate the State Street Research and Marketing website.
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