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yyyyyy x. yyyyyy 0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx
objective
results-driven individual eager to contribute broad scope of experience in sales, customer service and communications in a challenging retail jewelry assignment.
career profile
ø bachelor of science degree in finance.
ø over 12 years of successful customer service, financial and operations experience.
ø notable coordinator and facilitator with strong leadership skills.
ø excellent tram player.
ø knowledgeable in staff management, training and coordination.
ø well-organized multi-tasker with strong detail orientation.
ø self-motivated, self-directed.
ø knowledgeable in business unit operations.
ø contributor in critical process improvement.
ø adept in relationship development and facilitating repeat business.
ø proven accomplishments in coordination, strategic planning and project management.
ø skilled in advanced applications such as ms office suite and bloomberg.
customer service experience
morgan stanley, jersey city, nj 2000 - 2007
associate 2003 - 2007
processed, reconciled and researched corporate bonds and certificates of deposit.
identified entitled holders, participants and payment files for security disbursements.
formulated principal and interest payments, sent, evaluated and honored claim letters.
researched and reconciled fails and performed regulatory reporting.
contributed to system enhancement testing and training coworkers.
operations specialist 2000 - 2003
conducted and monitored automated customer account transfers with high-volume (over $1mm) brokers.
coordinated with brokers, delivering firms and mutual fund companies.
assisted manager with preparation of group budget for department officer.
nominated for and participated in pilot program for visiting branches.
service representative 1998 - 2000
retained to reregister post and network mutual funds to client accounts.
answered branch inquiries and followed up with client liquidation requests.
coordinated daily with mutual fund companies.
other career background
st. moritz 2010 - present
security guard
frontline line security agency, inc 2008 - 2010
licensed security guard
inspect employee bags, issue building passes and sign in visitors at saks fifth avenue building.
set alarms at closing time, respond to and investigate alarms.
education
st. john s university, queens, ny
bachelor of science, finance 1998
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