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Click here or scroll down to respond to this candidateCandidate's Name FL PHONE NUMBER AVAILABLEWORK HISTORYSr. Client Service Specialist at The Starr Blum Group A division of Ameriprise Financial ServicesStreet Address /2016 - Current (8 years)All aspects of client relations. Ensure clients receive professional interaction and support.Providedsolutions or direct clients through proper channels to resolve and ensure best results for theclient. Responsibilities included opening new accounts (domestic, foreign and Institutional)handling daily monthly payouts, internal and external transfers, RMD, coordinate client events,including but not limited to, end of year client holiday party, annual 529 day at Miami Zoo, FeedingSouth Florida and other events throughout the year. During tax season, I work with clients CPAs toprovide tax documents needed. At the end of the year, as a team we coordinate sending out holidaygifts to all client.Sr. Transition Specialist at J. Kelly Associates Nationwide USA 09/2014 - 12/2016 (2 years)Third party contractor consultant providing peace of mind and confidence for transitioning Advisors.We achieve this with a set of tools and organized processes designed to manage the rapid and highinflux of client accounts and assets. For each engagement, whether working sideby side with theAdvisor or helping the team manage their transitions via virtual support, I am committed to takingAdvisors to that all important point where they and their clients feel confident they made the rightchoice. Covering all the major wire houses and Independent firms across the Continental US andHawaii, I traveled to different cities and states weekly. Production Assistant at CBS Corporation09/2013 - Current (11 years)All aspects of client relations. Ensured clients received professional interaction and support. Mainjob consisted of assisting the stage manager on live NFL NBA games. I was in charge of making surethe talent (broadcasters) were where they needed to be and were ready to go live from multiplelocations. Also coordinated catering with specific requests per talent. End of broadcast consistedon coordinating escape route which needed police security personnel for each game.Sales Assistant at Northern Trust Bank05/2006 - 07/2006 (3 months)(TEMP) All aspects of client relations for high profile team with High Net Worth client.Sales Assistant at Deutsche Bank04/2004 - 09/2005 (1 year)Moved with top producers I worked with from Prudential. All aspects of client relations(Institutional and Domestic). Responsibilities included opening new accounts preparing andprocessing Travel Entertainment (T E) handling daily and monthly payouts transfers Euro cleartransactions (processing International trades) DVP transactions (Delivery vs Payment) Anti MoneyLaundering training by AML Dept in Baltimore screening clients and countries for AML prepared foraudits.Sales Assistant at Prudential Wachovia06/2002 - 04/2004 (2 years)aspects of client relations (Institutional). Responsibilities included opening new accountspreparing and processing Travel Entertainment (T E) handling daily and monthly payouts transfersEuro clear transactions (International processing) Repo rollovers up to date spreadsheet (Fixedincome trading).Assistant to Sales Manager at Morgan Stanley01/2001 - 06/2002 (1 year)Assisted with hiring new brokers and trainees Responsibilities included CRD experience (HR systemand documents) Payroll assisting with compliance and operations, especially with NASD and SECaudits.Sales Assistant at Morgan Stanley02/2000 - 01/2001 (1 year)All aspects of client relations. Responsibilities included client portfolio spreadsheets daily andmonthly payouts journals prioritized work for six brokers. Department Supervisor at Investacorp Inc.08/1998 - 02/2000 (2 years)Trading Supervised all aspects of ACAT transfers Mutual Funds trading Knowledge of Paine Webberand US Clearing systemsOperations Manager at Beta Capital Management11/1996 - 04/1998 (1 year)All wire room functions. Responsibilities included settlements Euro clear Cedel, DTC DVPFutures Commodities Syndicate New Accounts Cashiering ACATS Stock Certificates Re Org AMLCompliance and audits.EDUCATIONMiami Killian Sr. High SchoolGraduated 1986HS DiplomaMiami Dade CollegeGraduated 1989AA Business AdministrationSKILLSCustomer service, 10 yearsEvent Management, 4 yearsLANGUAGESEnglish, BeginnerSpanish, Business FluentSOCIAL NETWORKSFacebook, FacebookABOUT MEI served in the militaryI have a drivers licenseI have management experience : 5 yearsI have a security clearance |
