Customer Service Management

effie moran columbus, ohio *****

614-***-**** ***********@*****.***

PROFESSIONAL EXPERIENCE

Operation Associate with over 9 years of customer service/ operations experience, skilled at developing relationships, having a client focus mentality and having well developed analytical skills. Expertise also includes:

Exceptional Attention to Detail

Record Management

Customer Service Management

US Dollar Money Movement

Analyzing Data

Financial Reporting

Skilled at Enforcing Policies

Time Management Skills

WORK EXPERIENCE AND ACCOMPLISHMENTS

Morgan Stanley (Columbus, OH)

Operation Associate 2006 - 2015

Responsibilities include providing support to Financial Advisors by preparing and analyzing financial documents that pertain to customers’ accounts. Interfaces with external customers to update their files in the system, protects operation by keeping information confidential. Collaborate with Directors of finance operations to assess year end proposals, assist customers through company’s website so they can become familiar with their accounts online. Responsible for analyzing and resolving all abnormalities for internal and external customers’ accounts and supports the quality and effectiveness of the operational department.

Prepare and maintain records of all bank deposits, generate and submit invoices efficiently

Demonstrate a genuine interest in client and client related objectives and challenges

Implementation of policy and procedures

Support training and development programs

Collaborate with other departments to resolve customers’ needs when necessary

Maintain knowledge of legal requirements related to day-to-day management of customers’ accounts

Ability to interact with associates at all levels across the organization

Sensitivity when dealing with confidential information and documents

Analyze all client activities and member data and assist to resolve complex issues for trade sources.

EDUCATION

B.A. – Kentucky State University, Frankfort, KY (2005)

COMPUTER SKILLS

Excel, Word, PowerPoint

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