Sign in

Customer Service Representative

Hoboken, New Jersey, United States
October 16, 2016

Contact this candidate


Anthony Dietzel

Jersey City, NJ 917-***-****

Customer Service Representative in operations departments of brokerage firms and auxiliary service firms. Works with relationship managers, and selected to handle the most sensitive clients and complex situations.

Professional Experience

Computershare, Jersey City, New Jersey 2002-June 2016

Securities transfer agent

Securities Processor

Responsible for transfer of securities transactions for clients’ Employee Stock/Option Purchase Plans.

Selected as designated contact for a major client with hand-held special processing needs on all transactions.

Processed deposits and withdrawals of transferred securities into instructed broker dealer accounts.

Verified all client instructions and legal documents were accurate and complete.

Reconciled clients’ reserve and treasury accounts to ensure accurate balances on a daily basis.

Classified incoming documents on Workflow system to route to correct department for processing.

Equiserve, Jersey City, New Jersey 1997-2000

Securities transfer agent

Customer Service Representative

Selected to serve on a high volume call center that was dedicated to serving the shareholders of 3 major clients that were considered highly sensitive and requiring special attention.

Ability to plainly explain technical knowledge and to de-escalate volatile situations was required.

Discrepancies were researched through a complex process to identify and resolve within 48 hours.

Related details of stock purchase plans to clients regarding cost basis and retail sales.

Provided clients’ shareholders with accurate, real-time information regarding investment accounts.

National Discount Brokers, Jersey City, New Jersey 2000-2001

Brokerage Firm

Customer Service Representative

Serviced call-in clients on mutual funds, option trading and money markets accounts.

Educated clients on generic investment products, securities trading and market rules.

Provided real time information to day traders on end of day balances.

Processed securities sale instructions for clients’ retail accounts and retirement accounts.

Provided technical and troubleshooting solutions to clients on the establishment and maintenance of accounts on the web site.

Set up new accounts and provided options on dividend reinvestment.


St Peter’s University, Jersey City New Jersey

Associate Degree Business Management

Drake Business School, New York City New York

Computerized Business Diploma


Microsoft Word, Excel, Access, Powepoint

Contact this candidate