Sign in

Customer Service Representative

Linden, New Jersey, United States
February 13, 2018

Contact this candidate


Justin Maples


*** ***** ***.

Roselle N.J. 07203


Fidelity Investment services 6/2010-Present

Tax Consultant:

• Establish and maintain Cost Basis for securities (Equities, Debt, Options, ETF instruments) held by clients

•Ongoing review of cost basis functionality in light of new regulations and future IRS guidance

•Maintain and compose accurate adjustments to cost basis information

•Monitor daily workflow queues and reports as needed to ensure timely resolution of inquiries

•Preserve working knowledge of industry best practices and constant IRS regulations and guidance.

•Promote open communication lines with business partners, most notably service, to ensure integrated understanding and direction of all operational initiatives.

•Ensure daily management / maintenance of the cost basis tax lots for changes due to transactional adjustments, and corporate action activity, and related systems and processes.

•Uphold the quality of data maintained in the cost basis system to facilitate complete and accurate year-end information reporting

•Promote the integrity pertaining to compliance with Firm policies and procedures.

Provide Corporate actions information to the call center and tax client support specialist.

Kelly Services - Watson Pharmaceuticals (Contract) 11/2009 - 05/2010

Customer Service I Pharmacist Liaison

• Provided customer service to clients on a range of topics such as names of products

• Identifying drugs, and mailing out product information packets

• Forwarded calls the pharmacist to answer doctor questions about drug usage and efficacy

• Answered questions concerning the morning after pills usage and dosing instructions

• Filed, copied and printed out Prescription information for pharmacist to mail out the Doctors and potential buyers of products

Leaf stone Agency - E-Trade Financial (Contract) 10/2008 - 04/2009

Customer Service/ IRA Operations Analyst

• Provided Customer Service to all internal departments

• Researched and resolved customers issues

• Processed IRA Distributions for retirement account such as Roths, Rollovers, and Contributory

• Investigated death distributions and made sure the appropriate paperwork was submitted for accounts to be divided or distributed

• Executed bank wires and ACH transactions with request from clients for IRA distributions

• Processed required minimum distributions for end of year tax purposes

• Coded accounts for 1099 and W8 mail outs to reflect correct information for current tax year

• Calculated required minimum distribution amounts for account that were acquired

Glenwood Management (Seasonal) 04/2008 - 06/2008

• Provided courtesy customer and security services at a residential building

• Opened doors and screened visitors and deliveries

• Signed for packages, answered inquires via telephone, carried luggage between the elevator and the street, or hailed taxis for residents and guests

Barnes and Noble 11/2007 - 01/2008

Customer Service Representative

• Conferred with customers by telephone to provide information about products, take orders or cancel accounts, or to obtain details of complaints

• Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, and adjusting bills

• Refer unresolved customer grievances to designated departments for further investigation

Leaf stone Agency - UBS Financial (Contract) 01/2007 - 05/2007

Customer Service Tax Information (Contract)

• Provided customer service information to clients regarding their 1099's, 1099R, 5498 's, 2439 's, K l 's, W8's and NRA accounts

• Distributed information on K l mailings and cost basis calculations for clients

• Give instructions on how to adjust cost basis and pricing for stock within the branch computer system for future tax information purposes

American Stock Transfer 01/2006-10/2006

Customer Service I Shareholder Service Representative

• Provided information to clients

• Initiated adjustments to shareholder account record

• Provided extensive information to shareholders on a wide variety of matters, including proxies, stock quotes and options, legal transfers, lost certificates, resolution of account disputes, DRS transfers, DWAC, warrants, and rights

• Over saw placement of stop payments on accounts and check replacements

• Provided instructions on how to find cost basis information

• Explained tax consequences of company dividend payouts

Adecco - Computer share Shareholder Services 11/2005 - 12/2005

Customer Service Representative

• Provided assistance to shareholders on the demutualization process of a mutual funds company

• Maintained and managed account records

• Answered questions related to the functional use of the products and services

• Provided instructional assistance related to completing transfer of ownerships, letters of transmittal, legal actions, paperless legal transfers, and cost basis information

• Responds to client inquiries and requests within the company environment

Boconcept Furniture INC 04/2005-11/2005

Quality Control Service Manager

• Provide customer service for inbound service calls and deliveries

• Create work orders and resolve claims for damaged inventory

• Schedule customer delivers and logistics for trucks

• Inventory of all warehouse items and damaged goods

Leaf stone Agency - JP MORGAN CHASE (Contract) 01/ 2003 - 12/2003

Customer Service Representative (Contract)

• Provided customer service assistance for supplies to all employees of J.P. Morgan Chase

• Ordered and maintained supplies for facilities

• Help desk support for supply and catalog ordering

Adecco - Prudential Investment Planning Service (Contract) 05/2002 - 12/2002

Customer Service Representative (Contract)

• Provided information to clients about IRA accounts, 40lk plans, and Roth IRA's

• Served as a back office filing clerk for all accounts

• Maintained and managed account records

Brown Brothers Harriman & Company 02/2000 - 02/2001

Customer Service Representative (Foreign Exchange Options Dept.)

• Confirmed all Foreign/Domestic trades and manual trades via phone, fax and email

• Controlled operation of Scroll and Cross Mar Matching Systems

• Sent out and received swift messages including, 292,202 fed wires and Reuter's deals

E-T rade (TeleBank) 06/1998/-06/2000

Deposit Operations Clerk

• Provided customer service assistance for new accounts

• Issued ATM/Debit Cards

• Opened up liquid accounts holding an error ratio of 0%

Delmar Agency - Chase/Mellon Shareholder Service Inc (Contract) 11/1995 - 08/1998

Customer Service Representative

• Initiated adjustments to shareholder account records such as address changes, SSN, and name changes

• Provided extensive information to shareholders on a wide variety of matters, including proxies, stock quotes, legal transfers, lost certificates, and resolution of account disputes

• Oversaw the placement of stop payment on accounts


Niagara University completed 122 credits towards degree 1995.

Skills: Microsoft Word, Excel, Outlook, and PowerPoint, Crossmar Trading Platform. Rumba systems, Reuters Systems, and Swift Code Matching Platforms, PeopleSoft, Windows Word and Office, Swift Code Systems, FX trading Platforms, Rueters 1099’s, 1042’s,5498’s,8937 Corporate Actions forms, and Data Entry

Contact this candidate