Stephen Figurski Email and Phone Number

Senior Client Service Representative Deliver full scope client support from initial inbound and outbound phone conversations by assessing personal brokerage accounts to assist client with account goals.Ensure a superior customer experience by coordinating activities and resolving account issues prior to escalation, delivering timely and appropriate support on brokerage billing, equity, futures trades, and documentation.Developed client relationships and received multiple complimentary emails of exemplary service.Work closely with clients on Order Entry Assistance within the TradeStation platform.Foster short and long-term team and organization success through hands-on mentoring and training to motivate new employees into career growth while promoting a cohesive, streamlined team environment.Protect stakeholder interests by proactively identifying and resolving potential AML and compliance issues within client accounts.Trusted by management to handle sensitive clients and assist in formulating and implementing resolution in an urgent manner.Correspondence ManagerServe key role driving multi-faceted client service operations that include correspondence manager for TradeStation Chat and Email Support Specialist to foster TradeStation’s online and public customer support standards. Responsible for all of TradeStation Client Service chat support of 2000-2500 monthly inbound request.Partnering with Management and Web Support to test and implement new versions of TradeStation Live Chat along with TradeStation Client Center website enhancements.

Client Service Associate Successfully delivered full-scope support to assigned financial planners to ensure a smooth and positive client experience in keeping with established processes and procedures.Researched and resolved client issues both as a solo contributor and in a team environment throughout a fast-paced, dynamic environment.Directed account activities including opening new accounts, completing transfers, and facilitating client service agreements, etc.Worked closely with assigned planners and clients regarding outgoing fund transfers and Required Minimum Distributions (RMDs) to ensure compliance with regulatory requirements.Developed and distributed daily, weekly, and monthly reports to assigned planners on client activities and on portfolio performance.

Client Service RepresentativeAggressively yet tactfully acquired new clients through extensive call-backs and effective follow up. Collaborated with clients to manage accounts, timely answering questions and resolving disputes on brokerage billing, equity, and futures trades.Timely completed and distributed documentation as needed by clients and required by compliance mandates.Engaged clients to understand trading histories and develop or modify investment plan roadmaps to account for changes in client circumstances and the financial environment.

Exclusive AgentLeveraged sound business and financial planning to launch and grow a personal line insurance office, delivering investment consults to support customers with financial growth in a down economy.Developed and led a cross-functional team to boost business operations through hands-on leadership, along with oversight of strategy cold-calling campaigns, advertising and promotional activities.Optimized team performance and individual career growth through training and development initiatives on Allstate product catalog.Consistently met or exceeded company standards while limiting losses and following underwriting procedures for both property and casualty lines.Captured new business opportunities while maintaining high customer retention rates across property, casualty, life insurance, and financial services.Instrumental in positioning company high on diverse ranking that included Top 5 in New Agent Sales (Property & Casualty) in 2010 throughout Indiana for three consecutive months; Top 15 in New Agent Sales (Property & Casualty) in 2010 for the North Central Region for three consecutive months; Top 10 in New Agent Sales (Premium) in 2010 throughout Indiana for four months; Top 10 in New Agent Sales (Property & Casualty) in 2009 throughout Indiana for three months; and ranked 13th in assigned territory throughout Indiana for Auto Protection in 2010.