Customer Service Sales
Resume:
Christopher Larson
*** **** ******** ****** ******** Fl. 34711
Professional Profile
Customer Service
Ability to multi task
Proficient in MS Office
Proficient in Bloomberg as well as ADP systems
Managing and coaching
General marketing duties
Series 7, 63 Licensure
Clean U4
Associate Degree in Computer Science
Professional Experience
Morgan Stanley Smith Barney Winter Park FL
Present
Brokerage Operations Manager
Familiarity with entire core of daily operations
Provided internal as well as external support to Financial Advisors
Updated various account information for clients
Spearheaded as well as processed financial and non financial transactions for various clientele.
Smith Barney, New York, NY
05/2006-2/2009
Senior Brokerage Operations Representative
Responsibilities:
Increased overall portfolio revenue for various clientele
Increased volume of clientele for firm
Familiarity with entire core of daily operations
Provided internal as well as external support financial Advisors through placing trades on various investment products.
Updated various account information for clients
Spearheaded as well as processed financial and non financial transactions for various clientele.
Served as liaison between Financial Advisors, Branch Operations and clearing firm.
Managed a team of 15 new employees from hire until licensing. Oversaw development as well as coached after becoming licensed Financial Advisors.
E * Trade Financial LLC, Jersey City, NJ
3/2003-12/2005
Senior Registered Representative
Responsibilities:
Top performer in sales retention and business expansion initiative launched in Q4 of 2006.
Act as resource for team by assisting with escalating issues and projects as assigned by management
Placed advanced stock and option orders
Calculated margin requirements
Audit buying power balances for accuracy
Maintained as well as increased client base through providing superb customer service and willingness to educate clients of risk tolerance while making recommendations regarding maintaining a diversified portfolio
Development and coaching of 20 customer service representatives
Increased overall revenue of my team by 25MM
Education
Empire State College, Staten Island, NY
Bachelors of Science in Business Administration
Coursework in Corporate Finance, Economics, Communications and Administrative Management
2001-2003
Smith Barney Management and sales training.
Learned hands on management techniques..
Learned how to communicate with and how to
provide white glove treatment to high net worth clients.
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