Senior Customer Service Representative
New York Life Investment Management Llc/Mainstay Investments – Customer
Customer service representative servicing shareholders and registeredrepresentatives. Processed trade requests, account changes & modifications,ordered literature and reports, answered data inquiries, calculated cost basisrequirements for tax reporting purposes, represented the culture of New York Lifeat all times to clients and representatives.• Volunteered to assist the Accounting & Control Dept. preparing reports, tradereports, proper trade coding, and estimated daily effects of adjustments to funds,prepared monthly and quarterly reports.• DALBAR Award recipient for outstanding customer service.