Customer Service Associate

Peter R . Edel

**** **** **** ******, ********, N.Y. 11229 347-***-**** ********@***.***

EXPERIENCE

RH Macy’s New York, NY-Herald Square October 2015 – December 2015

Back stock Associate - Fly squad

Help back stock where needed in the store.

RH Macy’s New York, NY-Herald Square October 2014 – December 2014

Recovery Associate - Lingerie

Restore displays with merchandise and collect merchandise from other departments.

RH Macy’s New York, NY-Herald Square October 2013 – December 2013

Restock Associate - Women’s Shoes

Fill in stock of shoes as inventory was sold.

JPMorgan Chase Brooklyn, NY July 2013 – August 2013

Vault Audit Associate

Verified physical assets versus system generated reports.

Determined if there were true differences or if there were slight variances.

The Depository Trust & Clearing Corp New York, NY July 2007 – October 2011

Specialist: Voluntary Reorganization - Customer Service

Trained personnel from other areas to process Voluntary Corporate Actions in our Florida office. Fielded customers’ inquiries on corporate actions which sometimes led to adjustments.

Advised management regarding special manual processing needed for new unique offers.

Planned and implemented an electronic file system eliminating the need for paper files.

Worked on the committee examining calls to customer service in order to cut down on the number of calls.

Credit Suisse First Boston LLC New York, NY February 2007 – May 2007

Tender Associate - Customer Service

Notified, processed and balanced voluntary corporate actions. Provided excellent customer service to brokers, account administrators and customers.

Changed the voluntary response system to one new system cutting down exposure from missed instructions. Verified with agents shipment of physical securities for Mandatory Events from the New York Vault. Consulted for Excu/search.

Brown Brothers Harriman Jersey City, NJ November 2006 – February 2007 Tax Associate

Adjusted NRA withholding as requested by customers on income distributions. Helped in the preparation and verification of 1099s and 1042s. Organized to quickly verify which accounts requested tax withholding adjustments & percentages. Consulted for The Forum Group.

Bank of New York New York, NY July 2005 – September 2006

Voluntary Corporate Action Processing

Processed all tenders, exchanges, puts, rights offerings, etc. through DTC and internal BONY system. Created Excel spreadsheets to control instructions without referring to hard copy.

Processed on the GSCX clearing system and researching stale trades.

Dealt directly with relationship manager on all client service issues

Consulted first for Asset Staffing and then hired permanent by the Bank Of New York.

The Depository Trust & Clearing Corp New York, NY October 2001 – March 2005

Senior Associate

Interpreted updates and changes in voluntary offerings to update participants.

Maintained lines of communications with agents so payment can make as quickly as possible after expiration. Created and run a system to handle odd lot roundups already handing odd lot sales. Helped participants clean their trades on the GSCX system.

Prudential Securities Inc. New York, NY May 2000 – July 2001

Corporate Action Processing Associate

Verified prospectuses, letter of transmittals and other documents versus notifications broadcast on our system to brokers and correspondent firms.

Processed voluntary corporate actions for securities in custodial accounts held in DTC, CIBC, RBC and physical certificates. Fast tracked handling international desk after clerk resigned with snort notice.

EDUCATION

Pace University New York, NY Bachelor of Business Administration 1989 summa cum laude

Member Of Alpha Chi and member of Omicron Delta Epsilon honor societies Recipient Of Banking Award, Pace University

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