Customer Service Manager

NICHOLAS ROBERTS

** **** **** *****

Stamford, CT 06903

Mobile 203-***-****

Email: *********@*********.***

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Summary and Objective:

A seasoned professional with an expertise in foreign exchange derivatives

including options, swaps and spot,

relationship management, sales, marketing, customer service, middle and

back office operations, client service,

pricing, and bookkeeping. To explore career opportunities where my skills

and experience can be used to achieve business development objectives.

Work Experience:

First Data Direct Independent Consultant 2010 - Present

Stamford, CT

Working as a part of a special in-house marketing team, responsible for

identify, developing and maintaining

key accounts.

. Providing clients with savings of 30% or greater on their credit card

processing fees.

Roberts & Roberts LLC Full charge Bookkeeper 2009 - Present

Stamford, CT

. Responsible for keeping accurate up-to-date business records for four

apartment buildings.

. Handling all of the accounting functions including, cash flow, bill

paying, bank deposits and the

monthly bank reconciliation.

Settlers Mortgage Company Mortgage Originator 2008 - Present

Westport, CT

Manager of New Canaan and Darien, CT territories.

. In charge of developing and maintaining a growing client base.

. Developed leads using various methods, including building business

relationships with banks,

builders, realtors and through other various business organizations.

. Offered client's mortgage products that best suited their financial

needs after analyzing their application.

BGC Partners (Part of Cantor Fitzgerald) Foreign Exchange Options Broker

2006 - 2007 New York, NY

. Relayed the prices of the options between business centers in a fast

and accurate manner resulting

in the daily execution of millions of dollars of business.

Prebon Yamane (now Tullett Prebon) VP / Foreign Exchange Options Broker

1998 - 2005 Jersey City, NJ

. Effectively utilized relationship management skills to build a

domestic and international client base of

banks, while using loyalty marketing to retain them over the years.

. Developed strong relationships with brokers in the USA, Europe and

Asia.

. Developed and managed an in-house system for tracking and monitoring

option prices and the

volatility of the currency pairs, which lead to an increase of business.

BCMG (now Prebon Yamane) VP / Foreign Exchange Options Broker 1986 - 1998

New York, NY

. Managed and developed a large client base of both international and

domestic banks.

. Established detailed familiarity with currency values and risk factors

to increase credibility in the field.

. Priced and passed option details to the banks.'

. Assisted in the startup operation of a new London office including

staff training and development.

. Checked deal details and reconciled incorrect confirmations before

being sent out to the clients.

. Checked the daily brokerage.

Posey Parry & Quest Traffic Coordinator 1984 - 1986

Greenwich, CT

Tracked and monitored the flow of all production to create advertising

layouts.

. Streamlined workflows to maximize productivity.

Education:

New England College Henniker, NH and Arundel, England

Bachelor of Arts in Business Administration 1984

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