Customer Service Management
Resume:
Vincent Amoroso
Valley Stream, New York 11581
***********@*****.***
EXPERIENCE:
July 2007 - Present Ridge Clearing and Outsourcing, Lake Success NY
International Senior Associate
. Monitor all aspects of daily settlement processing on Canadian Local
Markets Settlements, Fail Control, Institutional Delivery and Receive
Versus Payment/FOP and Money only via CDS.
. On-Line Suspense Account Reconciliation Application for balancing and
reporting.
. Monitor Aged Broker and Institutional Fails, Fail Exposure, DK's .
. Generate e-mail distribution of Fail reports to Clients/ Management.
. Customer Service- answering phone calls and/or email from clients and
other brokers for settlement issues.
. Visited new client's locations to learn the new responsibilities to
process at Ridge Clearing.
. Extract EOD reports for client from Arrow and email to Senior
Management.
. Train and Supervise staff.
May 1999 - July 2007 CIBC WORLD MARKETS, New York, NY
Institutional/International Cashier (Analyst)
. Monitored all aspects of daily settlement processing including
Domestic DTC and Canadian Local Markets Settlements, Government
Securities Settlements, Fail Control, Institutional Delivery and
Receive Versus Payment via DTCC Institutional Delivery System, Prime
Broker Settlements.
. On-Line Suspense Account Reconciliation Application for balancing and
reporting.
. CNS Balancing Function utilizing ADP Post Edge Application.
. Implemented Fail Tracking Database to Monitor Aged Broker and
Institutional Fails, Fail Exposure, DK's and generate automated e-mail
distribution of Fail reports to management and branch operations.
. Monitored Accounts for Reg-T Paragraph M Violations and file
extensions.
. Trained and Supervised staff.
Junior Margin Clerk (Tel Aviv Branch)
. Managed 50+ foreign currency accounts.
. Wired and received money/receive and deliver securities within client
accounts.
. Converted money and securities between various currencies.
. Trained new employees.
Oct. 1998 - May 1999 STEELCASE INC. New York, NY
Mail Clerk
Dec. 1997 - Oct. 1998 SALOMON SMITH BARNEY INC. New York, NY
Sales/Marketing Assistant
. Supported two Marketing/Sales Vice President.
. Answered heavy telephone calls.
. Started a daily Equity Calendar.
. Reserved conference calls for Analyst and Management.
. Hosted a bimonthly conference call for the Marketing group.
. Entitled clients to receive our research via First Call Direct/Notes,
Bloomberg, Multex and our Global Equity Online (GEO). E-mail branches
on all upcoming conference call, analyst functions and company
management meetings.
EDUCATION:
Sept. 1997 - Dec. 2000 Berkeley College, New York, N.Y
Associate of Business Management Degree
Sept. 1994 - May 1996 Queensborough Community College, Bayside, N.Y.
Major: Liberal Arts and Sciences
Completed Major Courses in Marketing, Data Entry and Management
SKILLS: *MS Excel *MS Word *DTC *Postedge *Typing 50 wpm *ADP *MS
Access
*ADP/BPS *Arrow/CDS
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