Customer Service Manager

Yasmin Calle

*** ********* ******,

Ridgefield, NJ 07657

Cell 201-***-****

***********@*******.***

Summary

I am a motivated and detail-oriented professional with strong organizational/interpersonal skills, and a team player with experience in the financial/Administrative services industry. I am driven by increased levels of responsibility, problem solving and new challenges.

Experience

Acosta Marketing & Sales (2011-2012)

BMA (Temp Assignment)– Responsibilities:

Assist the Business Managers fulfill responsibilities for client proprietary sales planners and tracking systems.

Update specific client reports such as distribution tracking, pricing reports, new item tracking, and special business initiative tracking.

Work with the category development department in preparing post promotion analysis for specific manufacturers.

Under direction of Business Manager will coordinate activities to meet administrative requirements of the client.

Assist Business Manager in preparing for sales meetings, customer appointments, and principal meetings.

Assist Business Manager in managing Market Development Funds according to manufacturers' requirements.

Assist Business Manager in managing Customer Service and Claims alerts in the SHARP system.

Involved in the implementation of the Event Scheduler technology to generate customer contracts.

Assist Business Manager in maintaining all relevant product data (APL, New Item Entry, Pricing, Client and Customer Data).

Dreman Value Management, L.LC, Jersey City, NJ

Separately Managed Accounts Associate (2005-2009)

Managed Accounts Associate: Team member providing trading support, portfolio monitoring and trading for Managed Accounts Group and acted as a back-up Executive Assistant for Mr. Dreman, the Chairman when occasionally needed.

Trade Support and Administrative responsibilities:

Filled Trades in Moxy and prepared allocation tickets

Updated and distributed Dreman Value Management High Return Model on a weekly basis

Reconciled weekly report for Merrill Lynch

Assisted trader with account terminations by preparing trades for account liquidations

Processed new and closed account documentation by following protocol list

Run and review Cross Reference reports for Operations on a weekly basis

Monitored cash within the wrap accounts for outstanding issues or pending status of accounts

Run AUM, Cash, 13F reports for all Wrap accounts on a weekly basis

Updated Deposit(s) & Withdrawal(s) Spreadsheet on a daily basis

Updated New Accounts Summary Spreadsheet(s) for correspondence to all clients

Set-up all new trade accounts, deposits, liquidations, and withdrawals using APL program

Prepared letter(s) and ADV (Investment Advisor Public Disclosure) mailing(s) on the Merrill Lynch and Morgan Stanley Accounts

Dreman Value Management, L.LC, Jersey City, NJ

Executive Assistant/Marketing Associate (2000-2005)

Executive and Marketing Responsibilities:

Supported the President of the firm primarily and the Chairman of the firm secondarily

Assisted Marketing team in all departmental related administration

Administered and coordinate programs and processes

Prepared and assembled all corporate marketing booklets and presentations

Managed records of all clients incoming and out-going mailings

Created records for company accounts - within the Operations Department and Accounting Department

Used ACTS program to organize, follow-up and reschedule all meetings with prospective corporate clients

Reconciled WRAP accounts within the Operations department using Axys program

Completed the companies’ Investment Advisor Public Disclosure forms and updated all appropriate client files

Prepared conference room for meetings and luncheons

Greeted and met all visiting clients to the firm

Made travel arrangements, set up all internal and external client meetings, and prepared itineraries for executives

Assisted in maintaining all employee confidential records and material for company’s medical insurance

Prepared conference calls for Chairman and President of Company and organized interviews for Mr. Dreman, (Chairman/Founder) with CNBC, CNN, FOX Cable and the Wall Street Journal

Banco Popular Dominicano International (BPD), Jersey City, NJ (1999 – 2000)

Administrative Assistant/Account Specialist

Performed a variety of administrative and support functions for bank

Maintained records of all liens for bank clients

Released Liens to clients upon full payment of their bank loan

Input payments received via the bank system

Maintained Filings and letters to clients

Handled customer phone calls as well as other office duties

Victoria’s Secret, Paramus, NJ (1998 – 1999)

Sales Associate/Cashier

Performed a variety of customer service-focused activities

Manage register for purchases and transactions by customers

Used sales and retail knowledge to assist customers with shopping necessities

Software Skills:

Microsoft Word, Excel, PowerPoint, Access, Microsoft Outlook, World Wide Web, Moxy,

Axys, Fiserv APL, RUMBA, Charles River, Dataport/Data Exchange, Prudential Calculator,

Morgan Stanley Access

Education:

Bergen Community College, Paramus, NJ - Business & Banking (1996 – 1998)

Nyack College Rockland, NY – Organizational Management (85 out of 120 credits obtained toward BS degree) currently matriculating. Projected Graduation Date: May, 2013

Walden University, Took 4 on-line courses in Business Management towards Bachelor of Arts in Human Resource Management in 2011 ( these courses were not offered by Nyack College)

Languages:

Fluent in Spanish: Read and write Spanish.

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