More than 20 years experience in the financial services industry Excellent “People Skills and ability to lead effective customer service teams Task oriented and always exudes a positive, energetic attitude and motivator Reputation for dependability, honesty, and dedication Hard working, able to muli-task effectively and outstanding training skills Skilled with MS office suite applications in Word, Excel, Access , Power Point and Outlook Additional computer databases- WSFTP Pro, Move It, Global Plus systems, Innovest systemsSpecialties: Maintained a comprehensive client service module for IRA’s and 401Ks. Monitored workflow, managed daily operations, scheduled team assignments and handled escalated issuesPerformed daily balancing, reconciliation and monitoring of suspense accounts in IRA and institutional advisor accountsDuties included administrative client services, processing of new accounts, distribution, transfer out, trading, billing, statement, dividend and proxy file processing.