Customer Service Professional Experience

JAMES MCKEOWN

**-** ******** ******

Woodside, Queens N.Y. 11377

Email: **********@*******.***

Cellular: 917-***-****

SUMMARY OF QUALIFICATIONS:

In excess of 18 years Financial Industry experience. Strong leadership skills and have acquired a broad knowledge of financial products.

Possessed leadership skills with responsibility for overseeing a staff handling pricing and Trade Execution on mutual fund trades.

Demonstrated my Customer service skills to many different industries.

PROFESSIONAL EXPERIENCE:

Halstead Properties / Akam Associates

Concierge

February 2011 - Present

Provide residents assistance with packages and key management access.

Hail cabs and escort clients to their vehicles when needed.

Screening visitors and vendors entering the building.

Century Management /Wallack Management April 2010 – September 2016

Part Time Concierge / Porter

Facilitate residents and guest arrival and departure.

Bundling of garbage and removal to designated sidewalk location for pickup by the Department of Sanitation.

Atrium Staffing October 2009 – December 2009

Mutual Funds Consultant for Morgan Stanley

Provided customer service to Morgan Stanley advisors on 529 college savings plans,

Reviewed and processed all incoming applications related to Mutual Fund Plans.

Researched, analyzed, and resolved issues relating to retirement accounts, which can include improper fund allocations, wrong load tables, broker errors.

Ridge Clearing & Outsourcing July 2005 - June 2009

Operations Specialist

Distribution of all foreign cash and stock dividends.

Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations using stock records and reports.

Correspond with customers and confer with coworkers in order to answer inquiries, discuss market fluctuations, and resolve account problems.

Scheduled and coordinate transfer and delivery of security certificates between companies, departments, and customers.

Retirement Account Administrator

Responsible for processing Ira Contributions and Distribution requests in a timely fashion.

Effectively and efficiently processed domestic and international Federal wire requests.

TD Ameritrade September 2004 - July 2005

Mutual Funds Administrator

Provide quality customer service to The Investment Advisor clients in all aspects of the Trade correction process including CDSC reversals, as-of, cancels and rebills.

Responsible for facilitating order entry, confirmation, registration, for trades processed through the National Securities Clearing Corporation.

Monitor and restrict any mutual fund account that is identified as a market timer.

Wachovia Securities APRIL 1998 - SEPT 2004

Mutual Funds Administrator / Night Manager

Responsible for supervising a staff of two associates the pricing of all mutual fund trades.

Executed Pricing Files on Visual Basic Mutual fund trading system.

Monitor SIAC Pricing Feeds and alerted programmers of any delayed pricing files

Balance and collect payments on branch losses on mutual fund trade corrections.

EDUCATION:

New York City College of Technology

Associates Degree Art & Advertising Design

SKILLS: Excel, Microsoft Word, DST, DTCC

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