Document Control Service Associate

Martina P. Beckum

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

Landover, MD 20785

Phone: 513-***-****

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

PROFILE

Experienced working in a fast-paced, highly flexible and demanding environment, strong organizational, analytical, and time management skills. Results seeking, efficient, self motivated. Proficient in Microsoft Office programs.

EXPERIENCE

Edelman Financial Engines, Silver Spring, MD 4/13-Present Client Service Associate II

● Produce retirement projections, research client issues, prepare and review client documents, branch office management, direct contact with vendors, research financial investments.

● Maintain within risk and compliance, following and complying with regulatory procedures

● Manage relationships with clients, create and analyze financial reports, use of CRM Salesforce

● Train and coach new/existing Client Service Associates

● Served on Client Service Advisory Board, participation in projects, pilot product rollouts

Client Service Associate 4/13-1/16

● Managed relationships with clients, created and analyzed financial reports,

● Coordinated client meetings, monitor account activity Researched client issues, prepared and reviewed client documents, branch office management, direct contact with vendors, researched financial investments. Morgan Stanley Wealth Management, Columbus, OH 1/07-10/12 Branch Service Analyst 01/07-10/12

● Provided fundamental client support, account maintenance, researched issues, support internal clients, daily operation tasks.

● Worked with Compliance on document control standards.

● Member of Mentors group which served as leadership team, a liaison between upper management and support staff, continuously improved operational efficiency.

● Decreased processing time for reviewing documents, ACH, wire transactions, account transfers, IRA distributions. Worked in CRM Salesforce. EDUCATION

Ohio State University, Columbus, OH 12/06 B.S. - Agricultural Business and Applied Economics Minor: Spanish, African and African American Studies PROFESSIONAL LICENSE :NASD Series 7, Series 63 Expired: October 2020

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