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Service Representative Customer

Location:
Rahway, NJ
Salary:
Open
Posted:
April 04, 2021

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Resume:

Justin Maples

201-***-****

**** ******** **

Rahway N.J. 07065

adle4v@r.postjobfree.com

Experience

Sanofi Pharmaceuticals

*/****-**/****

Customer service representative

● Work effectively and efficiently in a fast-paced work environment.

●Contribute to a team environment as well as function independently.

●Collaborated with manager and team to establish expectations, priorities and timelines to effectively self-manage daily workload.

●Identified issues/trends/concerns and collaborate with team, manager, and internal departments to determine an effective resolution.

●Exhibited a high level of professionalism in interacting with customers and personnel at all levels; attentive to the needs of all customers; has patience and ability to deal with difficult callers; is able to manage conflicts as they arise.

●Dealt with people based on fact and within policies and procedures established.

●Maintain flexibility and organization through changing pace and workload.

●Exiecuted timely, accurate and compliant processing of all direct orders.

●Appropriate execution of order management including all SOX and internal controls related

New Jersey EZ Pass

6/2018- 3/2019

Customer Service Representative

●Answer call pertaining to account information

●Updating account addresses phone numbers credit cards.

●Taking payments via credit card, debit card, check or bank account transfers.

●Explaining highway travel discount plans and calculations of tolls.

●Provide reversals of payments and toll disputes.

●Collect delinquent account payments and toll violation collections

Fidelity Investment Services

399 Washington blvd Jersey City N.J. 07301 06/2011- 12/2016

Tax Consultant: Permanent

• Established and maintained Cost Basis for securities (Equities, Debt, Options, ETF instruments) held by clients

•Ongoing review of cost basis functionality considering new regulations and future IRS guidance

•Maintained and composed accurate adjustments to cost basis information

•Monitored daily workflow queues and reports to ensure timely resolution of inquiries

•Preserved working knowledge of industry best practices and constant IRS regulations and guidance.

•Promoted open communication lines with business partners, most notably service, to ensure integrated understanding and direction of all operational initiatives

•Ensured daily management / maintenance of the cost basis tax lots for changes due to transactional adjustments, corporate action activity, related systems and processes

•Upheld the quality of data maintained in the cost basis system to facilitate complete and accurate year-end information reporting

•Promoted the integrity pertaining to compliance with Fidelity’s policies and procedures

Researched and processed FATCA compliant withholding (knowledge of sec 1441)

Documented details on taxes withheld, updated best-practices for special situations

Enhanced the quality of data maintained in the cost basis system to facilitate complete and accurateyear-end information reporting, including timely withholding tax reports.

Proceed NRA reporting and provided information to

customers via client service calls.

Watson Pharmaceuticals

350 Mt Kemble Ave, Morristown, NJ 07960

11/2009 - 5/2010

Customer Service I Pharmacist Liaison

• Provided customer service to clients on a range of topics such as names of products

• Identifying drugs, and mailing out product information packets

• Forwarded calls the pharmacist to answer doctor questions about drug usage and efficacy

• Answered questions concerning the morning after pills usage and dosing instructions

• Filed, copied and printed out Prescription information for pharmacist to mail out the Doctors and potential buyers of products

E-TRADE Financial

Haborside Plaza 2 Jersey City N.J. 07301 10/2008 – 04/2009

Customer Service/ IRA Operations Analyst

• Provided Customer Service to all internal departments

• Researched and resolved customers issues

• Processed IRA Distributions for retirement account such as Roths, Rollovers, and Contributory

• Investigated death distributions and made sure the appropriate paperwork was submitted for accounts to be divided or distributed

• Executed bank wires and ACH transactions with request from clients for IRA distributions

• Processed required minimum distributions for end of year tax purposes

• Coded accounts for 1099 and W8 mail outs to reflect correct information for current tax year

• Calculated required minimum distribution amounts for account that were acquired

VARIOUS CONSULTING ASSIGNMENTS

Barnes and Noble

395 NJ-3, Clifton, NJ 07014/2007 - 01/2008

Customer Service Representative

UBS Financial

1000 Harbor Blvd Weehawken. N.J. 07086

01/2007 - 05/2007

Customer Service Tax Information (Contract)

• Provided customer service information to clients regarding their 1099's, 1099R, 5498 's, 2439 's, K l 's, W8's and NRA accounts

American Stock Transfer

. 6201 15th Ave, Brooklyn, NY 11219

01/2006-10/2006

Customer Service I Shareholder Service Representative

• Provided extensive information to shareholders on a wide variety of matters, including proxies, stock quotes and options, legal transfers, lost certificates, resolution of account disputes, DRS transfers, DWAC, warrants, and rights

Computer Share Shareholder Services

480 Washington Blvd, Jersey City, NJ 07310

11/2005 - 12/2005

Customer Service Representative

• Provided instructional assistance related to cost basis information

Boconcept Furniture INC

142 Lefante Way, Bayonne, NJ 07002

04/2005-11/2005

Quality Control Service Manager

• Provided customer service for inbound service calls and deliveries

JP MORGAN CHASE 142 Lefante Way, Bayonne, NJ 07002

01/ 2003 - 12/2003

Customer Service Representative (Contract)

• Provided customer service assistance for supplies to all employees of J.P. Morgan Chase

Played Professional Basketball in Europe 1995 - 2002

Education

Niagara University completed 122 credits towards degree 1995.

Skills: Microsoft Word, Excel, Outlook, and PowerPoint, Crossmar Trading Platform. Rumba systems, Reuters Systems, and Swift Code Matching Platforms, PeopleSoft, Windows Word and Office, Swift Code Systems, FX trading Platforms, Rueters 1099’s, 1042’s,5498’s,8937 Corporate Actions forms, and Data Entry



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