Customer Service Representative
Resume:
KAREN A. RICHARDS
Cincinnati, Ohio 45239
*******@*****.***
SUMMARY
Conscientious, results-oriented professional with progressively responsible experience in the Investment and Banking Industry. Well versed in a variety of financial services. Recognized as a team player with excellent public relations skills and a reputation for accuracy and dependability. Good technical skills with the ability to learn new and custom programs.
• Highly efficient and organized, able to meet deadlines, perform well under pressure, manage multiple
projects concurrently. Acute attention to detail.
• Perceptive listener with excellent written and verbal communication skills; adept at identifying customer
needs, and fostering good working relationships with both staff and management.
PROFESSIONAL EXPERIENCE
FIFTH THIRD BANK
Global Custody Administrator I 2010 – 2012
• Processed complex money movements between all Retirement Planning Service Trust accounts on daily basis
as requested by Affiliates.
• Served as primary contact for questions regarding Defined Benefit Plans between Fifth Third Bank and third
party administrator.
• Applied custom reporting in processing daily purchases and sells to maintain required zero balance.
Securities Settlements Specialist II 2006 – 2010
• Accountable for every asset that came in free for all Fifth Third Trust accounts across an 8 state footprint.
Took all necessary steps to get the asset added to the Fifth Third customer account.
• Initiated ongoing contact with Banks and Brokers to ensure timely transfers.
• Provided team support to co-workers by entering asset deliveries.
• Processed reconciliation report, highlighting outstanding issues.
• Served as point of contact and problem solver for extensive inquiries from Affiliates regarding receipt
processing and account-to-account transfers.
BARTLETT & CO.
Portfolio Accounting Specialist 1998 - 2006
• Conducted various accounting financial functions for monthly client appraisals.
• Demonstrated extremely high attention to detail on a very large output of data under crucial deadlines.
• Solely responsible for the operations side of the largest family group of accounts held at the firm.
• Researched and performed month end pricing function for all Bartlett & Co. clients.
• Ran price variance, zero price and proxy vote reports monthly to verify accuracy of information.
• Managed and verified receipt of all incoming bank/brokerage statements for all accounts.
• Reconciled outside custodian accounts.
• Worked with custom software to generate client appraisals.
• Verified accuracy of data (cash balances, positions and performance returns) on internally generated client
appraisals.
PNC BANK, N.A.
Clerk IV 1996 - 1998
• Monitored and verified previously executed trades for accuracy, ensured final settlement of trades.
Teller I, II, III 1980 - 1996
• Provided customer service and sales support for retail banking products.
EDUCATION
General Studies, University of Cincinnati
COMMUNITY SERVICE
Hurricane Katrina Relief Trip 2005
Assisted at an orphanage in South India for 6 months
Volunteer - Ten Thousand Villages, 8 years
Non-profit fair trade store, featuring goods from developing countries
SOFTWARE SKILLS
Microsoft Outlook, Word and Excel
Portia Financial Software, AMTrust
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