Service Associate Substitute Teacher
Resume:
Laura E. Pyner
Huntington, NY ****3
**********@*****.***
Qualifications
Ability to establish, cultivate and maintain strong working relationships; work well both independently and as a member of a team.
Strong business experience and over ten years of client service experience.
Backed up a team of six, high profile, financial advisors and their high net worth clients.
Large understanding of financial planning industry
Work Experience
2019-present Harborfields Central School District – Centerport, NY
Substitute Teacher Assistant
Instruct students under direction and guidance of teachers.
Enforce rules for behavior and procedures to maintain order among a class of 20 students.
Work with students on an individual and small group basis to reinforce learning concepts, help complete assignments and improve performance.
2003-2014 Morgan Stanley - New York, NY
Senior Client Service Associate
Assisted in maintaining strong client relationships, answering questions, processing requests in a timely manner.
Processed large money transfers and account updates.
In charge of expense reports and booking travel arrangements.
Kept brokerage files, marketing, and proposals forms updated.
Handled new account paperwork and the process of opening new accounts, as well as initiating account transfers.
Maintained and coordinated calendar and all schedule changes.
Education
1999-2003 University of Dayton- Dayton, OH
BA Finance, May 2003
PC Skills
Highly proficient in Microsoft Office (Excel, PowerPoint, Word, Outlook), Reuters, and Internet
Knowledge of Bloomberg
Excellent written and verbal communication skills
Activities/Volunteer
Board Member of Washington Drive PTA and Thomas J. Lahey PTA
University of Dayton Alumni Organization
Extensive worldwide travel
References
Available upon request
Contact this candidate