Service Representative Customer

ALMARIE I. JAMIESON

**** ******** ****** 917-***-****

Bronx, NY 10469 Email: ***************@*****.***

PROFILE

Certified Phlebotomist and EKG Technician graduate and completion of National Certification Exam.

QUALIFICATIONS

• Highly-focused, with a strict attention to detail and accuracy.

• Extremely flexible, with the ability to multi-task and achieve lean staffing.

• Outstanding interpersonal skills used to address patient concerns.

• Committed to safety, quality and Best Practices.

EDUCATION

BIG APPLE TRAINING SCHOOL, Bronx, NY

Completed EKG and Phlebotomy Program, July 2016

Completed National Certification Exam, December 2016

Obtained hands-on clinical training.

Performed venipunctures/blood drawing collection techniques and labeling, as well as EKGs.

BOROUGH OF MANHATTAN COMMUNITY COLLEGE, New York, NY

Majored in Accounting

WORK EXPERIENCE

DAY CARE CONSULTANT, Bronx, NY 2014 – Present

MORGAN STANLEY, Margin Department, New York, NY 1997 – 2014

MARGIN CONTROL ANALYST 2010 - 2014

• Oversaw margin accounts compliance.

• Performed extensive analysis of customer accounts to ensure compliance with regulatory mandates, such as Federal

Reserve Board Reg T., SEC Rule 15c-3-3 and FINRA Rule 4210.

• Monitored portfolio margin accounts to ensure product compliance.

• Analyzed cash and/or margin activities for all accounts and maintained an active role in monitoring and controlling

from risk relative to cash and/or margin account activities.

• Utilized dual reporting systems to capture SEC and FINRA regulations.

SENIOR MARGIN SERVICE REPRESENTATIVE 1997 – 2010

• Managed over 100 branch offices within the margins department.

• Issued and followed-up on customer margin calls.

• Reviewed and processed client fund requests.

• Handled customer inquiries regarding margin calculations.

• Complied data to determine customers’ margin in stock purchased.

• Calculated customers’ brokerage fees.

• Assisted with daily margin exception investigations.

• Tracked and prepared daily metrics for monthly status reports.

COMPUTER SKILLS

Microsoft Office; Fed Wire; DTC

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