Over 7 years of experience in operations and customer service environment as a highly professional service specialist. Versed in moderate to heavy branch interactions via written and verbal communication. Several years of brokerage operations experience including over 3 years of call center environment experience. Over 4 years of Individual Retirement Account (IRA) experience. Proven record of working independently, proactively, innovatively, and creatively while exercising sound judgment. Several years of both Beta and Hogan experience.
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Securities Operations Service Specialist 4 (MIddle Office) 2014-2015
Securities Operations Service Specialist 3 (Regional Control and Service) 2012-2014
Securities Operations Service Specialist 3 (IRA Operations Support) 2010-2012
Securities Operations Service Specialist 2 (IRA Processing) 2008-2010
Coursework in Business, Marketing, Psychology, and Communications
50 earned credits
3.0 GPA
Solid problem solving skills
Telephone skills
Strong organizational skills
Multi-tasking
Active listening skills
Adaptive team player
Strong attention to detail and accuracy skills
Excellent verbal, written, and interpersonal skills
Microsoft office suite: Microsoft Outlook
Microsoft Word, Intermediate Microsoft Access
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