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Customer Service Representative

Location:
New York, NY
Salary:
$20 hrly
Posted:
April 10, 2016

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Resume:

Jerri Ross-Lewis

** ******* ******, ****** ******, New York 10312

Phone: 718-***-**** Cell: 718-***-****

Email: acuaxt@r.postjobfree.com

EXPERIENCE:

**/**-******* ******* ****/Customer Service

LUKES’S COPY SHOP – Staten Island, NY

¬ Provides customer service, including anticipating customer needs, suggesting alternatives and problem solving and is able to satisfy those needs with minimum supervision

¬ Faxing, Copying, collates & sorts, organizes customers orders, Answering of phones

¬ Takes customer orders, giving pricing information, performs consultative selling to customers

¬ Performs multiple tasks at the same time, using automatic equipment capabilities

¬ Putting books together thru bindery

¬ Copying of Blue prints

¬ Operates the Point of Sale terminal (POS), handles checks & cash, Fedex & UPS forms, accepting of packages from Fedex & UPS

¬ Follows copying protocol (copyright law, confidentiality, and careful handling of original documents)

¬ Closing out of all credit cards receipts, and cash at the end of the night.

¬ Ensures that we have necessary supplies, equipment and inventory for the Canon printers, clears paper jams

& informs techs of specific error codes

¬ Maintains filing systems

01/98 – 08/09 INTERNATIONAL EQUITY TRADES SUPPORT

CREDIT SUISSE FIRST BOSTON – New York., NY

¬ Support International traders & liaison with sales traders on International & Domestic desks

¬ Responsible for processing of all Europe, Asia UK, Australia & New Zealand securities via PC Booker

¬ Executing of client trades via Global Oasys along with accepting of trades via Domestic Oasys

¬ Allocating of International trades via London settlement system (Cabots)

¬ Follow up on all trade fails. Liaison with New York & London settlement teams

¬ Answering all inquiries from clients & custodians (trade discrepancies)

¬ Settle International trades in a timely fashion to avoid fails & buy-ins

¬ Opening of new accounts via CMS

¬ Filing of extensions with the NYSE

¬ Liaison with IPO group when processing IPO trades

¬ Distribution of client confirmations

08/90 – 01/98 TRADE PROCESSOR

BZW SECURITIES, INC. – New York., NY

¬ Process all European, UK, Domestic Securities, and Convertible Bonds via London based Clifford and Aries trade reporting system

¬ Process all FX trades program trades/calculate currencies

¬ Process all trade tickets in the NY based Harris Trade reporting system

¬ Cross check trades and end of day reports

¬ Handle any/all inquiries between NY clients and London; Open new accounts

¬ Distribute all trade confirmations

10/89 – 08/90 ACCOUNT MANAGER – SECURITIES CLEARANCE OPERATIONS MARINE MIDLAND BANK – New York., NY

¬ Responsible for processing R&D transactions for several accounts on various securities

¬ Buying back into the accounts & exceptions/rejections

¬ Prepare weekly and monthly reports

¬ Transfer securities between accounts

¬ Resolve all client inquiries

¬ Research and conduct investigations for accounts and other institutions

¬ Monitor all error and fail reports

05/88 – 10/89 NEW ACCOUNTS REPRESENTATIVE

OVEST MARINE BROKERAGE - New York., NY

¬ Open IRA and Keogh accounts

¬ Full Account Servicing: Price quotes, commission rates, interaction with customers, preparation of all account documentation

¬ Interact with management in reference to customer accounts 06/82 – 02/88 CUSTOMER SERVICE REPRESENTATIVE – RETAIL BANKING MANUFACTURES HANOVER TRUST - New York., NY

¬ Assist customers with various accounts (checking, savings, personal loans, and credit cards), as well as special inquiries

¬ Approve checks for cashing, issuance of bonds and travelers checks

¬ Review all general ledger entries

HEAD TELLER

MANUFACTURES HANOVER TRUST - New York., NY

¬ Supervised ten (10) tellers, verified daily teller proofs

¬ Evaluate teller performances

¬ Order all currencies for the branch

¬ Prepare payroll for selected commercial accounts EDUCATION: College Of Staten Island – Business – 1980 - 1982



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