Miles Colmon Email & Phone Number

Hopewell, New Jersey, United States

Provide technical and analytical support to ensure accuracy for all statement projects. Meet project timelines by developing business requirements, creating test scripts and plans, and providing results to line of business. Create Epics and Stories in JIRA and groom with technology teams.

Hopewell, New Jersey, United States

Managed and oversaw the Service Network Statements & Tax Reporting Call Center responding to 14,000 financial advisors throughout the US. Hired, supervised, and trained 14 contract and full-time associates on-site and in Jacksonville, Florida. Held monthly one-on-one meetings with team members to provide ongoing feedback and coaching while discussing.

Hopewell, NJ

Respond to Private Banking and Investment Group (PBIG) escalated calls consistently receiving 100% confidence and satisfaction survey scores. Reconcile monthly and tax reporting statements to ensure statement balance. Demonstrate critical thinking, problem-solving, and sound judgement with every client request. Reply promptly to management special requests.

Hopewell, NJ

Responded to branch office inquiries from Financial Advisors and Client Associates throughout the country. Handled 70 calls per day during tax season providing cost basis, exchanges, and reportability of income. Researched and followed up on complex issues. Updated tax reporting statements.

Harrisonburg, VA

Ensured that multiple labs were prepared and maintained. Provided customer service to professors and students by responding to inquiries by telephone and in person.

Hopewell, NJ

Updated cost basis information as member of the cost basis team. Interacted with ML Client Associates via email and telephone ultimately serving over 15,000 Merrill Lynch Financial Advisors and their clients. Participated in tax reporting service department meetings.

East Brunswick, NJ

Provided front-end service to customers requiring water analysis, supplies, or equipment for above- and in-ground residential pools. Entrusted with a significant, corporate customer.