Estate Associate Operations
Resume:
Nexelda Dickens-Brockington
Brooklyn, New York 11213
PROFESSIONAL PROFILE
• Extensive experience working with clients, providing customer service, managing projects and resolving complaints
• Bilingual--Fluent in Spanish/English; Proficient in MS Office, Lotus Notes, and Financial Information Systems
•Adept at organizing and prioritizing work to accomplish goals under time critical constraints
• Skilled at collaborating across different partners and teams including Sales, Compliance, and Client Service teams.
•Fast learner who embraces new technology, concepts and environments. PROFESSIONAL EXPERIENCE
KELLER WILLIAMS REALITY – Queens, NY
Real Estate Associate 03/12—present
Serve as Real Estate Associate providing solutions for buyers and sellers and facilitating real estate rentals and sales
•Assist clients in determining property values and provide tips to present properties that will appeal to buyers
•Advertise listed properties, schedule showings, and assist sellers to sell properties
•Negotiate contracts with buyers and agents; educate sellers about disclosure requirements
•Facilitate and coordinate closing process on behalf of clients JACKIE ROBINSON ELEMENTARY SCHOOL - Brooklyn, NY
School Based Parent Coordinator 02/11—09/11
Work for NYC Department of Education coordinating all activities and communications with parents.
• Coordinate educational opportunities for parents to promote student achievement and attendance
• Maintain extensive communication with parents via phone, email and mail and serve as liason for school leaders
•Train, supervise, and recruit volunteers and conduct orientations to for volunteer workers
•Prepare written materials—invitations, memos, letters—on behalf of school leaders
• Respond to inquires from community partners and parents to provide information and coordinate school events
JPMORGANCHASE - Tampa, FL & New York, NY
Sr. Client Service Officer - Treasury & Securities Services 11/06-12/07 Provide client-specific solutions to best meet changing needs through effective collaboration and time sensitive workflow management. Ensure complaince with Service Level Agreements and internal and external controls.
• Develop solutions and action plans that generate cost savings and enhance operational efficiencies.
• Manage client expectations by clarifying needs and identifying Bank's accountability and allowability.
• Respond to direct client calls regarding account inquiries and document interactions in tracking systems.
•Collaborate with Sales partners to develop client-specific service strategies, participating in sales presentations.
• Coordinate training needs for clients, ensure frequency of account service reviews, and update all account changes.
•Develop and execute client service plans that meet emerging needs, in compliance with service-level agreements.
•Resolve billing issues, reviewing reconciliation statements, and monitoring resolution turnaround of inquiries,
• Verify signatures on letters, resolutions, signature cards and product agreements to ensure authorization validity.
Retirement Plan Specialist - Chase Retirement Brokerage Unit 1/05-11/06 Instrumental in start up of brokerage unit to support retirement investment business. As Project Manager, established procedures and met target deadlines in establishment of the retirement brokerage dealership.
•Interfaced effectively with compliance department to ensure that procedures conformed to securities regulations.
• Built strong working relationships with Bank One counterparts, serving as key resource in resolving issues related to Bank One and Chase merger conversions.
•Providing systems and procedures training to support operation relocations.
•Submitted requests for liquidation of securities to Trading Desk for retirement accounts.
• Engaged in re-registration of limited partnership and processed transfer requests from one firm to another
Sr. Operations Associate - Chase Investment Services 1/00-1/05
•Opened new Asset Management checking Accounts (AMA) or upgraded existing checking accounts
• Linked bank, brokerage and other accounts to create AMA relationship for statement and pricing purposes
•Provided AMA customer service and problem resolution and processed margin and option applications.
•Collaberated with personal financial associates (PFAs) and/or personal bankers to resolve issues.
New Account Representative - Chase Investment Services 6/99-1/00
•Opened corporate, estate, JTWROS, JTENCOMM, individual, IRA/KEOGH, Partnership accounts
•Researched and resolved customer concerns and assisted financial consultants and sales assistants.
• Reviewed information on bank and brokerage client accounts for consistency and trained new clerical staff
•Responded to an average of 50 calls per day in call center environment. EDUCATION
LONG ISLAND UNIVERSITY - Brooklyn, NY
Major: Business Management
Approx. 90 credits completed
B.M.C.C., CUNY - New York, NY
A.A.S., Liberal Arts 12/00
MILITARY
U.S. NAVAL RESERVES - Keflavik, WillowGrove, PA 9/97-9/02 Administrative Clerk
AFFILIATIONS
Representative, Black United Fund of NY Campaign
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