Customer Service Manager

E rnestine Edwards

*** ******* **** **********, ** 07095

Cell 732-277- 9458

Home 732-***-****

*********@***.***

Summary and Qualifications

• Professional offering a diversified background in Operational support.

• Excellent communication skills.

• A ble to focus on multiple projects.

• Develop strategies to meet or exceed deadlines.

• Abili ty to identify, analyze and to solve problems with desired results.

P rofessional Experience

North Point Personnel - Deusche Bank 3/2013-4/2013

A dministrative Assistant 111

Seasonal

• Identified various closing documents for Trust Officers.

• E nsured proper input of Client’s information on to the company’s data base.

• Facilitated the delivery of boxes to archives.

• Distributed mail to appropriate team members

C iti Group - Long Island City, NY 4/2006-2/2012

Associate Operations Support Analyst

• Assured quality service, proficiency and t imeliness.

• Open New Trust Accounts to prepare for funding.

• Closed accounts per Trust Officers request for various lines of business.

• Updated excel spread sheet with inquiries regarding account opening and account closings.

• Tracked security movement in and out of Clients accounts.

• Verified accuracy of Data prior to account opening.

• Trained Interns on day to day functions. Worked on various projects.

C iti Group - New York, NY 9/1999-4/2006

Senior Securities Specialist

• Maintained a high level of service to meet organizational standards.

• Posted all Cash Dividends to various client accounts on payable dates.

• E nsured Payments received from Depository T rust Company was credited to T rust Accounts.

• Posted all Government Bonds and CMO’s. Reconciled all open i tems utilizing the DTC terminal and the

SEI T rust 3000 system. Researched all i tems over 30 days old.

Control Associates- Jersey City, NJ 7/1997-8/1999

Financial Consultant

• Reconciled Bond issues which were pending for destruction.

• I dentified all pending issues.

• Calculated rates on Dividend Reinvestment shares.

• Researched out of balanced accounts.

• Prepared security t ransmittal letters.

• Verified the authenticity of stock and bond power document.

• Transferred stock bond and private placements from one nominee name to the next.

• Located newly appointed t ransfer agents and appointed issue resolution to clients.

M idlantic Bank N.A. N.k.a. PNC Bank 2/1991-4/1996

Operations Clerk

• Posted all redemptions.

• Ensured t imely processing of purchases and sales.

• W ired proceeds to Investment Banks and Brokerage Fi rms.

• Verified all failed t rades. Submitted all pending Maturi t ies to Department Manager.

• Maintained a favorable relationship with Clients.

Bankers T r ust Company- Jersey City, NJ 5/1986-

7/1990

Dividend Reinvestment Clerk

• Calculated Dividend Reinvestment Enti tlements for various accounts.

• Researched all out of balanced accounts.

• Cleared open i tems which were posted in the Polaris System.

• Provided excellent customer service to Internal and External Clients.

Me r r ill Lynch- New York, NY 2/1980-8/1985

Dividend Clerk

• Validated stocks and bonds.

• Posted all dividend i tems to clients’ accounts.

• Researched all reclaimed deliveries.

Operating Systems

• Microsoft Excel, Word and Outlook.

• SEI 3000

• DTC Terminal

• First Chicago Trust System.

• Bloomberg Terminal.

• NETX360 (Pershing System)

• Lotus Notes

• Smart Doc

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