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Customer Service Years Experience

New Bedford, Massachusetts, 02740, United States
March 16, 2011

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*** ******** ******, *** ******* MA 02740 508-***-****


Customer service oriented professional with exceptional organizational and problem-solving ability. 12 years experience in demanding and responsible administrative capacities.


Advanced Microsoft Office, Microsoft Access, Excel, PowerPoint and various trading and law databases

Learn quickly and apply various and varied proprietary computer applications

Excellent interpersonal communication skills, with ability to hypertask in fast-paced, challenging environments

Quick to learn and an active listener. Take initiative and work with minimal supervision


State Street Bank Boston Ma

State Street Global Markets, LLC

Officer New Accounts, March 2008-June 2010

Manage department in addition to meeting all responsibilities of my previous position

Performed and oversaw several large conversions including new accounts of up to 10,000 participants

Tested programs and researched systems to identify best and most cost-efficient practices for the company.

Assisted with employee performance reviews and coached staff

Handled all internal and external audits within the department

Processed staff vacation and sick time requests

Handled all client and customer inquiries via email, conference calls or in-house scheduled meetings

Selected Division Team Leader

Operations Data Management Senior Specialist, November 2003-March 2008

Promoted to this position due to globalization of the department.

Administered static data supporting the trading activities of State Street Global Markets

Planned and implemented projects relating to data migration and systems conversions

Opened and maintained client accounts in applicable systems

Prepared and entered ancillary data supporting settlements and regulatory reporting requirements

Monitored intra-day trades under time-sensitive deadlines

Ran reports and queries in Access to verify data integrity and responded appropriately

Monitored new client documentation and ensured compliance with all federal regulations

Maintained working knowledge of federal guidelines including the Patriot Act

Established new securities in Bloomberg and Reuters trading systems promptly and accurately

New Accounts Associate, June 2000 – November 2003

Supported all Brokerage trading desks and business units with a range of internal and external customer service

Created a new department. Created and updated white paper with new policies and procedures as new laws were implemented

Assumed responsibility for all new institutional and retail account application processing

Verified compliance of all incoming documents with NASD and institutional regulations

Advised and guided retail clients through new account application process

Edited correspondence and reports prior to distribution to clients or Business Unit Leaders

Answered retail and institutional client inquiries. Resolved all customer-related problems with tact and equanimity

Trained all new hires.

State Street Global Advisors

Interim Account Associate, June 1999 – June 2000

Hired in the administrative department, with overlapping duties in the operations group

Oversaw new accounts processing including new account registration and mail merges

Performed various administrative activities, including the delivery of marketing materials

Fulfilled reception duties including security check

Higgins, Cavanaugh & Cooney Providence RI

Legal Assistant, June 1998 – June 1999

Performed in-depth legal searches utilizing in-house library and database functions

Responded to client correspondence through constant interaction by phone and in person

Prepared files for lawyers’ court agenda

Opened and maintained case files for in-house lawyers while performing office clerical tasks as needed


Providence College, Providence, RI 1999 Bachelor of Arts in Humanities

Completed “Understanding the Securities Industry” training

Completed “Know your Customer” training each quarter


Volunteering at a Soup Kitchen - Boston MA

Horizons for Homeless Children - Playspace Activity Leader

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