Customer Service Management
Resume:
Jolanta Zajac
Lancaster, CA 93535
*************@*****.***
Profile
Diligent, energetic, results-driven professional, with comprehensive years in sales operation, customer service management, complemented with competencies in fast paced office administration, equipped with broad based knowledge in Tamarac Advisor X Suite, regulatory compliance, and various trading platforms, such as Schwab Institutional, Pershing, Franklin Templeton and American Funds. Expert in establishing strong working relationships with top financial advisors.
I’m relocating to Beverly Hills, CA in a few weeks. I’m in search for a challenging position in a successful, reputable financial institution where I can apply my knowledge and experience in order to improve efficiency and achieve organizational objectives.
trader, forum financial management llc. lombard illinois, december 2009 - april 2012
Work Experience: Executed and reconciled the following types of trades for 2500 accounts ($700 million assets under management): Raise cash request, deposits, dollar cost average, generate cash for fees, sold unassigned positions, tactical rebalance, min. max. rebalance, full rebalance, full liquidation request, rebalanced out of target accounts.
Reviewed and approved of the Financial Advisory Agreement. Created the spreadsheet that reflected the daily trading records for the Investment Committee. Wrote the Rebalancer Trading Manual. Helped create the quarter end procedure. Serviced clients with security and bank transactions.
CLIENT SERVICE ASSOCIATE/TRADER, HORWITZ AND ASSOCIATES INC, RIVERWOODS ILLINOIS, JANUARY 2008 - DECEMBER 2009
Work Experience: Provided administrative support to the CEO, President. Assisted in managing their book of business worth $200 million. Provided reports to financial advisors and clients.
Entered and processed trades on Bear Stearns and Morcom systems. Opened and serviced client accounts and maintained database accuracy. Created new coding sheets in the policy and procedures manual. Assisted with SEC audit preparation, processed security transactions in addition to the daily bank transactions.
PERSONAL BANKER, JP MORGAN CHASE, CHICAGO ILLINOIS, SEPTEMBER 2004-DECEMBER 2007
Work Experience: Trained new bankers. Increased branch profitability by acquiring new customers and new accounts. Worked closely with other departments in order to ensure customer satisfaction. Performed monthly audits.
Skills: Promoted loan and credit service. Developed efficient action plans in order to exceed campaign goals for two consecutive years.
SENIOR TELLER, LASALLE BANK, CHICAGO ILLINOIS, FEBRUARY 2001-AUGUST 2004
Work Experience: Supervised approximately 8 employee. Supervised daily operations such as: cash shipment, balanced and audited drawers and the vault, other duties included preparing schedules and implementing procedures for opening and closing of the bank. Trained new bank tellers. Performed monthly audits.
Education
Dominican University, River Forest IL
Bachelor of Arts in Criminology May 2005 Grade Point Average 3.65/4.0
--Dominican University Achievement Award, 2001-2005
--Pi Gamma Mu National Honor Society Member, 2004-2005
Skills
Trilingual: English/Polish/Spanish.
Training and Certifications: Trained at Banker University. Trained at Tamarac Advisor X University.
Active license holder of: FINRA Series 63, Series 6 and Series 7.
Proficient in Act! and CRM (Contact Record Management) Database Contact Management Systems, as well as: Tamarac Rebalancer and Advisor View System, in addition to all Microsoft Office and Apple applications. Skilled at managing priorities, juggling multiple tasks, and accomplishing complex assignments with precision.
INTERESTS/ VOLUNTEER WORK
Reading, exercising, traveling, photography. / Volunteer at Fur Keeps Animal Rescue.
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