distribution center representative lead mutual fund representitive team coordinator unit manager resume example with 20+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000
Cell:
resumesample@example.com
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Professional Summary
Unit Manager possessing outstanding interpersonal, analytical and organizational skills. An effective manager with the skills necessary to direct, train and motivate staff to their full potential.
Skills
Strong problem-solving capabilities
Strong problem-solving capabilities
Proficient in Microsoft office products. AWD, and TA 2000
Strong interpersonal skills
Expert in financial operational processing, and investments
Internal Advanced Mutual Fund Training provided by my current employer DST Systems
Self-sufficient
Excellent work ethic
Self-sufficient
Work History
Distribution Center Representative, Lead Mutual Fund Representitive, Team Coordinator, Unit Manager, 10/1990 to Current Medstar Health – Phoenix, AZ,
Handling incoming calls from shareholders/brokers/financial representatives and staff, regarding questions, maintenance and financial trade processing on accounts held with various mutual fund and alternative investment companies. Answered clients questions about the purposes and details of financial plans and strategies.Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor.
I demonstrated strong customer service skills, the ability to multitask, and a good working knowledge of the software used by DST Systems i.e. AWD and TA2000. Also the ability to maintain service quality/quantity levels set by management.
The tool used to measure quality was a system called Magic and Dalbar, with scores ranging from 1-33, 33 being the highest score. I worked with the training staff to monitor the quality of my calls; I consistently scored in the 29-32 range.
I was also responsible for processing the open items report for 42 different mutual fund clients, as well as the W-8, uncashed check, the below minimum account balance reports, and the daily wire reports for these clients.
Quality control operations including review of mutual fund transactions such as new accounts, redemptions, purchases, exchange of shares between funds, and transfer of shares to different custodians and accounts.
This position required strong attention to detail, excellent processing skills, and working knowledge of company BBP's, rules and regulations regarding IRA contributions, distributions and transfers. Audited and documented all processes and procedures for the new accounts department.
Trained new team members on applying due diligence procedures and regulatory mandates.
Wrote procedures for internal and external auditing purposes.
Received an internal audit score of 98.9%.
Received Employee of the Quarter Answer the Call Service award first quarter 2008, and again second quarter 2010.
Maintained friendly and professional client interactions at all times.
Team Coordinator, 10/1990 to Current DST Systems – City, STATE,
Adverse event review for DST's pharmaceutical clients.
This task required HIPPA training and knowledge of our clients products.
Purchase processing, this position included using several different software programs, such as Automated Work Distributor (AWD) Image Purchase Plus (IPP) and TA2000, to process incoming purchase orders for new and existing clients.
In this area, I was also the team coordinator and was responsible for managing the daily workflow, supervising 16 associates and weekly and annual performance evaluations.
Trained new team members on applying due diligence procedures and regulatory mandates.
Maintained friendly and professional client interactions at all times.
Operations Unit Manager, 10/1990 to Current DST Systems – City, STATE,
To achieve business goals for a team of 15 associates within unit.
To provide continuous feedback and coaching to improve and maintain high quality customer experience, effectiveness and efficiency standards of associates on the team.
Preparation and delivery monthly performance reviews for direct reports.
Manage business level metrics (pen rates, occupancy) to high efficiency standards.
Work with first team management and share in the accountability for the business level function team (Logistics, quality, innovation, morale).
Motivate and develop associates and help them achieve their career aspirations.
Execute successful management of projects assigned to unit.
Ensure timely administrative responsibilities of time cards, spreadsheets, team meetings, etc.
Define and measure performance standards (incentives, monthly one on ones, annual appraisal) and clearly communicate to team.
Education
High School Diploma: , Expected in 5 1988 to Pine Ridge Job Corps - Chadron, NE GPA:
Coursework in Business Administration
Skills
administrative, attention to detail, call center, coaching, correspondence, strong client service skills, customer service skills, logistics, Magic, and managing.
Additional Information
Awards received National Leadership award during my time at the Clearfield Job Corps
Center, Secretary of Student Government at the Clearfield Job Corps Center, Dorm Leader at
both Pine Ridge and Clearfield Job Corps Centers. Seven promotions during my 23 year
career with DST Systems.
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Resume Overview
School Attended
Pine Ridge Job Corps
Job Titles Held:
Distribution Center Representative, Lead Mutual Fund Representitive, Team Coordinator, Unit Manager