Service Representative Customer

David Beckerman

*** ****** ***** ****. ***. *H

Brooklyn, N.Y. 11201

718-***-**** - (Home)

917-***-**** - (Cell)

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

Polished, professional operations service rep offering:

30+ years of experience providing support in back office operations center

environments for financial industry employers.

An unwavering commitment to customer service, with the ability to build

productive relationships, resolve complex issues and win customer loyalty.

Strategic-relationship/partnership-building skills -- listen attentively,

solve problems creatively, and use tact and diplomacy to find common ground

and achieve win-win outcomes.

Experience:

Mutual Funds Service Representative -Morgan Stanley - May 2012 - October

2014

Electronically linked positions held at mutual fund companies into

client's 529 (educational) accounts.

Managed a high-volume workload within a deadline-driven environment.

Resolved a multitude of inquiries in any given week and consistently met

performance benchmarks in all areas (speed, accuracy, volume).

Mutual Funds Service Representative - Morgan Stanley Smith Barney- June

2006 until May 2012

Managed transfer requests from branches...networking or transferring of

securities positions as requested by the branches.

Handled incoming calls from both branches and outside mutual funds

companies, responding to inquiries, resolving problems and correcting

account errors. Provided quotes and executed online account changes.

Mutual Funds Service Representative-Citigroup - October 1995 until June

2006

Responsible for reconciling various mutual funds both in-

house and in individually networked/non-networked positions

Researched and resolved discrepancies.

Processed adjustments for correction of numerous entries and

balances.

Resolved branch inquiries regarding individual accounts in a timely

manner via wire

tracking/telephone communication.

Responsible for having legal restrictions lifted on certificates by

sending legal forms to the transfer

agents

Responsible for resolving the transfers of new certificates

EDUCATION:

Baruch College 1983 -1984 Business

Florida Atlantic University 1971-1972 Sociology & Liberal Arts

Miami Dade Community College Miami, Florida 1969-1971 A.A. Business

Administration

SKILLS: Proficient verbal and written communication. Proficient with work-

related computer functions such as DST Vision and Advisor Central.

REFERENCES: Available upon request.

Contact this candidate