Customer Service Manager

DOV KATZ

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

Staten Island, NY *****

347-***-**** ********@*****.***

Professional Summary

. Ability to prioritize and maintain focus on the essence of an issue

. Handle multiple time-sensitive projects in a very fast paced environment

. Experience in counseling individuals and public speaking

. Series 7 and 63 licensed

. Fluent in Hebrew and Russian

. Proficient in Microsoft Office Suite including Word, Excel, Outlook,

PowerPoint

Education

. The City University of New York, Baruch College

MBA Degree / Concentration in Finance/Entrepreneurship

Graduated June 2008

. The City University of New York, College of Staten Island

Bachelor of Science Degree in Business / Marketing/Finance

Graduated June 2006

Professional Experience

Northwestern Mutual

03/2012 - Current

Investment Operations Manager

. Operate financial planning software including Envestnet and Netx360 Pro

. Execute trades and complete required client signature forms while

adhering to FINRA regulations

. Evaluate client's financial situation and identify investment objectives

. Provide guidance on variety of investment products and services including

mutual funds, equities and bonds

. Manage assigned client base with total AUM of $100M

. Established 40% more new accounts (brokerage, advisory, managed) than

previous calendar year

BNY Mellon - Dreyfus

10/2010 - 03/2012

Senior Client Specialist

. Delivered exceptional customer service and built customer satisfaction

and loyalty

. Cultivated client relationships and established a strong foundation of

trust by providing appropriate investment recommendations based on client

needs and properly executed trades based on clients demands

. Proactively educated customers on using available access channels

. Managed client relationships to increase investment business

opportunities

. Utilized multiple call center support applications to efficiently assist

customers and agents

Citibank

02/2009 -

10/2010

Financial Associate

. Maintained customer satisfaction through understanding the needs of

existing and new customers

. Achieved personal production goals by expanding existing client

relationships

. Actively participated in "Bank at Work" meetings to obtain new business

and individual accounts

World Cup Stadium

06/2006 - 07/2006

Co-Founder/owner

. Conceived, developed and promoted own merchandising company

. Generated sales and marketed consumer products

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