Customer Service Management
Resume:
ANGELA D. JONES
South Orange, NJ 07079
**********@***.***
PROFESSIONAL EXPERIENCE
FASCORE RECORDKEEPING SERVICES 2012 2013
GREAT WEST FINANCIAL, Somerset, NJ
Benefits Administrator, Operations (Temp)
• Process Participant Distributions 401k,457’s, 403b’s, and Hardships
• Review paperwork to make sure valid and in compliance with company procedures.
• Review with Management more complex distributions.
• Process Loan Payments.
• General clerical duties.
• Data Entry.
WELLS FARGO, Summit NJ 2006 2011
Trust Associate II/ Client Services/Wealth Management Department
• Administrative Support
• Handle client calls regarding their Trust Accounts.
• Process the transfer of cash upon request. Work closely with Financial Advisor and Trust
Administrator on various projects.
• Review Legal Documents for set up of new accounts.
• Prepare daily, monthly and quarterly reports.
• Process checks and wire disbursements.
• Maintain account files.
• Handle various support functions for Trust Advisor open accounts, type letters, handle
mail, transfer of securities.
• Work with former custodians regarding account issues.
• Processed expense reports, scheduled meetings, ordered dept. supplies.
THE BANK OF NEW YORK, West Paterson, NJ 2002 2005
Stock Transfer Correspondent/Investor Services
• Responsible for researching security issues.
• Interacted with different areas to retrieve source documents.
• Handled inquiries that came in through stock imaging system, related to shareholder
accounts.
• Replaced dividend checks.
• Responsible for identifying and resolving shareholder inquiries through written, e mail and
telecommunications.
• Selected by management to process emails during busy tax season.
EQUISERVE
AT&T INVESTOR RELATIONS, Basking Ridge, NJ 2000 2001
Administrator
• Responsible for coordinating all day to day on site client servicing.
• Interacted with Account Manager, corporate client, internal operations, and outside
vendors.
•
Coordinated research with off site Investor Relations and Research Departments.
• Furnished Investor Relations and Account teams with all communications from client
(press release, proxies, merger agreements, etc.).
• Selected by Account Managers and Senior Management to participate on various special
projects.
CHASEMELLON FINANCIAL GROUP LLC, Ridgefield Park, NJ 2000 2000
Senior Customer Service Representative
• Handled inbound calls from shareholders and brokers regarding stock transfers, re
registration of accounts, and reissued dividend checks etc.
• Processed Sale of stock and issuance of stock certificates.
• Placed stops on lost certificates.
• Generated paperwork to reissue stock certificates.
DEUTSCHE BANK, Jersey City, NJ 1989 – 2000
Administrator Transition Team
• Responsible for incoming securities and cash from former custodians.
• Entered various trades, to settle through Depository Trust Company (DTC), (FBE)
Physical.
• Entered various free receives and deliveries.
• Processed cash wires that came into bank from custodians.
• Reconciled cash and securities.
EDUCATION
Hudson County Community College, Jersey City, NJ – Major: Business Management
Berkeley College, New York, NY – Major: Business
SPECIAL SKILLS
Microsoft Windows, MS Outlook, Excel, Word, Citrix, Prizm, SEI, PowerPoint, Polaris,
Bloomberg, Account Information Maintenance System (AIMS), (ACTION) Advanced Corporate
Transaction Integrated On Line Network, (BTR) Business Transaction Routing System
References Furnished Upon Request
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