Client services / Trade support
Sat, 01 Jul 2006 00:00:00 GMT -
Thu, 28 Feb 2019 00:00:00 GMT
* Resolved all customer service issues.<br>* Opened and updated accounts for clients.<br>* handled all trade corrections.
Leasing and Sales Consultant
Manhattan Jeep, Chrysler, Dodge
Wed, 01 Sep 2004 00:00:00 GMT -
Fri, 31 Mar 2006 00:00:00 GMT
* Provided auto sales and leasing services.<br>* Developed and maintained a working relationship with customers.
Customer Service / Trade Support
Sun, 01 Oct 1995 00:00:00 GMT -
Sat, 31 Jul 2004 00:00:00 GMT
* Executed trades for customer service representatives in bank branches ( equities, bonds and mutual<br>funds)<br>* Handled trade corrections, cancellations and rebillls.<br>* Processed customer requests to transfer and ship securities.<br>* Opened and updated accounts for customer service representatives and completed all required<br>paperwork.<br>* Resolved customer service issues related to trades.
Tue, 01 Sep 1992 00:00:00 GMT -
Thu, 31 Aug 1995 00:00:00 GMT
* Entered trades on Dot system.<br>* Processed and reconciled daily trading activity, reducing fails.<br>* Entered OTC into broker access system.<br>* Confirmed trades with client ( equity, fixed income and options).<br>* Handled trade discrepancies.<br>* Acted as liaison between customers and trading floor.<br>* Processed trades for managed accounts by using block trading systems.
Mon, 01 Aug 1988 00:00:00 GMT -
Tue, 31 Mar 1992 00:00:00 GMT
* Completed order entry and order matching for portfolio managers and traders.<br>* Executed orders for equities, bonds, options,commodities and mutual funds.<br>* Completed OTC trades.<br>* Worked with floor traders daily prior to Stock Exchange opening to reconcile any issues in trades.