Customer Service Representative

GENEVIEVE WADE

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

Jersey City, New Jersey 07304

201-***-****

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

OBJECTIVE: Seeking to utilize diverse administrative and customer service

experience in an administrative oriented environment.

. Excellent interpersonal, multitasking, presentation skills

. Results-orientated, resourceful professional

. Excellent analytical, interpersonal, negotiation, and leadership

skills

. Proficient in Microsoft Word for Windows

. Extensive experience in retirement planning and customer service with

specific expertise in ESPP and Non-ACAT

. Strong commitment to helping others achieve their financial goals

.

PROFESSIONAL EXPERIENCE:

2008-2009 Fidelity Investments, Jersey City, NJ, Asset Specialist

. Analyze and diligently process account transfers in a deadline-

driven environment

. Provide securities execution and information management to

correspondents

. Proven ability to problem solve and troubleshot in diverse

situations

. Managed high quality work standards

2006-2007 PERSHING, Jersey City, NJ, Mutual Fund Processor

. Able to process and send wired monies

. Research and review all accounts before transferring

. Able to reject, sent wires to the IBD and notebook all

nontransferable transfer forms

. Process securities to be delivered to receiving firms

. Journal and apply outgoing transfer fees to accounts

1995-2002 EQUISERVE (FORMELY FIRST CHICAGO TRUST COMPANY), Jersey City,

NJ, Processing Associate

. Process the selling and issuance's of book entry shares

. Review and redirect correspondences to proper departments

. Review legal documents and securities to validate transfers

FIRST CHICAGO TRUST COMPANY OF NEW YORK, Jersey City, NJ,

Customer Service Representative

. Plan, coordinate and implement hands-on customer service

activities for the employees Plan Department of a major

financial institution; resolve diverse financial problems and

inquiries in a timely and professional manner

. Utilize computer to input sale orders, issue stock

certifications and correct cash errors

. Conduct research and communicate with company personnel to

rectify account problems

. Analyze monthly work volume and compile statistics, prepare

graphs outlining results for Bank Vice President

. Train new personnel in all phases of daily operations, financial

procedures and company policies

. Manage operational activities during supervisor's absence;

provide the prompt and diplomatic resolution of escalated

customer problems

EDUCATION: THE CHUBB INSTITUTE, Jersey City, NJ Diploma in Personal

Computer Applications

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