Customer Service Manager
Resume:
KIM ALICIA MAXWELL
Bronx . New York . *****
***********@*****.***
EXPERIENCED Securities Lending Support, Account Representative, an
effective leader and skilled communicator with the ability to adapt
quickly to a challenge, works independently and team player; would be
ideally suitable
TRADING DESK SUPPORT ASSOCIATE
Bloomberg Machine . DOT Financial Representative Supervision
Foreign Trade Transactions Administrative Support Prioritizes .
Goal Setter
MSWord . Excel . ADP . ALERT Trades Processing Specialist
Excellent Communicator
Counter Manager . Account Clerk Sales Associate . Client Support
Demonstrates Best Practices
NEW ACCOUNTS CLERK . TRADE . PROCESSING SPECIALIST
. Opens, manages, and maintained legal documents for new and finalized
client accounts; Informs financial advisors on documentation needed to
open various accounts; coordinates with customer service representatives
on implementing correct procedures for opening and updating new and
existing accounts.
. Compiles information about new accounts, enter account information into
computers, and file related forms or other documents; informs customers
of procedures for applying for services such as ATM cards, direct deposit
of checks, and certificates of deposit
. Interviews customers to obtain information needed for opening accounts or
renting safe-deposit boxes; collects and record customer deposits and
fees, and issue receipts using computers.
. Investigates and correct errors upon customers' request, according to
customer and bank records; executes wire transfers of funds
SECURITIES LENDING . TRADING DESK SUPPORT
. Monitors all lending accounts to maintain market value of loan
securities, including accrued interest; monitors the business activity
and operations of securities lending of the bank for potential suspicious
activities in accordance to the bank Secrecy Act; liaison with contra
parties to evaluate credit ratings prior to establishing lending of
securities
. Input U.S. trades as well as Canadian trades into ADP system, Eurobond
and foreign trades into M&O; retrieves settlement instructions in ALERT
system for new accounts; processes trade cancellations and corrections;
balances various average price accounts
. Maintains and update client and company accounts by identifying new
securities to add to portfolios, monitoring account activity and money
movements, processing quarterly fees and reporting daily account
activities to brokers
CLIENT SERVICES PROFESSIONAL
. Professionally handle incoming requests from customers; answers
customers' questions, and explain available services such as deposit
accounts, bonds, and securities
. Ensures that issues are resolves both promptly and thoroughly; revises
customers' complaints, verifies information, and provides written
paperwork for service disconnections and resolves issues through
professional manner
EMPLOYERS
Jennifer Convertibles - Sales Associate . Customer
Service 2015 - PRESENT
Macy's Department Stores - Counter Manager . Customer
Service 2010 - 2014
Sumitomo Trust & Banking Co. - Securities Lending . Trading
Desk Support 2008 - 2008
HSBC Securities Inc. - Financial Representative . New
Accounts Clerk 2007 - 2007
BMO Nesbitt Burns - Trade Support Agent . Customer Service
2006 - 2006
Washington Mutual Bank - Personal Financial
Representative 2003 - 2005
EDUCATION . TRAINING
Harry S. Truman High School - General Academia
HS DIPLOMA
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