Gwim Senior Operations Representative Resume Sample
Luis Streich
1261 Schulist Union,
Dallas,
TX
+1 (555) 626 9766
Work Experience
Gwim Senior Operations Representative
06/2016
-
PRESENT
San Francisco, CA
- Strong interpersonal skills necessary to communicate information to a wide variety of personnel in a clear, concise and well-organized manner
- One to two years of financial services experience required
- Validate, monitor, and review associates high risk items
- Research and resolve escalated issue
- Follow up/ensure completion of outstanding research items
- Provide exceptional customer service to internal/external clients
- Research/reconcile active check/ach disputes for an approval/decline of provisional credits/debits
Gwim Senior Operations Representative
08/2011
-
05/2016
Phoenix, AZ
- Research non-receipt/adjustment traces for payee traces
- Responsible for gathering and analyzing fraud related activity and data
- Maintain and create Management Reporting: Monthly Fraud Report, basis points and ad-hoc reports requested from Management etc
- Provide support for each of the following: Supervisor, Assistant Supervisor, day shift and night shift
- Maintain stop payment and fraud dispute database. Ensure all information is recorded and accurate
- Manage all aspects (investigation and follow up) of ACH disputes over 60 days
- Control all fraud dispute write-offs
Education
Upper Iowa University
2006 - 2010
Bachelor's Degree in Management
Professional Skills
- Strong organizational skills and proven ability/experience in multi-tasking in order to maintain performance during peak times
- Proficient PC skills including Microsoft Office applications and especially Excel with strong functional understanding of vlookup and pivot table functions
- Excellent analytical/reconciliation and written/verbal communication skills
- Previous experience: 1-2 years of Mutual Fund or Money Market experience, particularly in a back office setting
- Handling incoming inquiries and excellent customer service
- Tax experience with NRA or FATCA withholding
- ML Services and/or Operations experience - Securities Processing/Reconciliation
How to write Gwim Senior Operations Representative Resume
Gwim Senior Operations Representative role is responsible for organizational, excel, interpersonal, peak, customer, deadlines, microsoft, organization, retail, securities.
To write great resume for gwim senior operations representative job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Gwim Senior Operations Representative Resume
The section contact information is important in your gwim senior operations representative resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Gwim Senior Operations Representative Resume
The section work experience is an essential part of your gwim senior operations representative resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous gwim senior operations representative responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular gwim senior operations representative position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Gwim Senior Operations Representative resume experience can include:
- Proficient PC skills and applied experience with MS Word, Excel and Access
- Position requires excellent organizational, time management, and interpersonal skills
- Strong written/verbal communication & numerical skills
- Demonstrate strong ability to work in a virtual environment
- Prior reconciliation experience
- Organizational and time management skills to meet intraday deadlines
Education on a Gwim Senior Operations Representative Resume
Make sure to make education a priority on your gwim senior operations representative resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your gwim senior operations representative experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Gwim Senior Operations Representative Resume
When listing skills on your gwim senior operations representative resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical gwim senior operations representative skills:
- Well-developed organizational and analytical skills and decision-making skills to effectively manage risk
- Strong customer service experience. Basic to intermediate level computer skills
- Strong follow up skills necessary to reconcile accounts and ensure accurate processing
- Strong PC skills (MS Office, Excel and Outlook)
- Excellent analytical / reconciliation and written/verbal communication skills
- Strong organizational skills and ability to handle multiple tasks and deadlines simultaneously
List of Typical Experience For a Gwim Senior Operations Representative Resume
1
Experience For Gwim Senior Operations Representative Resume
- Previous experience with asset transfer or settlement, particularly in a back office setting
- Prioritize tasks and respond timely
- Microsoft Word, Excel, and Access experience required
- Customer service/contact center experience
- Assist with updates to procedural documentation/ process maps and participate in system testing as needed
- Availability for overtime as required during high volume time periods
- Flexibility in scheduling and job functions to meet the needs of the business
- Attention to detail and problem solving proficiency are crucial for team processes
- Be solution driven while keeping a focus on risk mitigation
2
Experience For Gwim Senior Operations Representative Resume
- Research and resolve escalated issues, as applicable
- Research / reconcile active check / ach disputes for an approval / decline of provisional credits / debits
- Research non-receipt / adjustment traces for payee traces
- Continually analyze and adjust policies and procedures
- Overall daily production support
- Overtime is required & sometimes mandatory
3
Experience For Gwim Senior Operations Representative Resume
- Monitor, analyze, and resolve daily breaks in Clearweb and DART
- Reconciliation and Problem Resolution
- Liaison between internal units/departments in the immediate resolution of all problems related to Cost Basis/Capital Change Transactions
- Ensure exposure items are commented, and ensure that Balance Scorecard standards met and that updates are provided to management through either immediate communication and/or weekly highlights
- Work with Operations Control to ensure daily, weekly, and monthly exposure reporting accuracy; communicate exposure to management (Daily Key Statistics, Weekly Financial Exposure Report, Supplemental Exposure Report, and Monthly Account Certification)
- Participate in audits (Merrill Lynch Corporate Audit, SAS 70 Audit (Deloitte & Touche LLP), Sarbanes-Oxley (FDS Finance), Alternative Investment Fund Family Audits)
- Coordinate and manage Alternative Investments reconciliation and ensure the books and records of the Firm match the various AI Fund companies
- Strong organization skills and proven ability/experience in multi-tasking in order to maintain performance during peak times. Ability to produce quality work within tight time frames
- Be able to problem solve
4
Experience For Gwim Senior Operations Representative Resume
- Positive outlook and professional demeanor
- Participate in ad-hoc projects and specialty needs
- Efficiently manage time and tasks
- Accurately process high value items
- The ability to read and interpret litigation documentation is required
- Positive attitude with team oriented approach
5
Experience For Gwim Senior Operations Representative Resume
- Service adeptness: comprehend and respond to the direct and indirect client needs
- Work in multiple functions throughout the day
- Service Adeptness: Ability to comprehend, empathize and respond appropriately to client needs
- Devotion of time and effort to satisfy client requests
- Identify potential negative consequences of client issues and quickly take action to prevent/minimize impact to client and firm
- Produce quality work within tight time frames
6
Experience For Gwim Senior Operations Representative Resume
- Applied knowledge of Microsoft Excel
- In-depth knowledge of investments and financial markets
- Navigate through various screens to look up information
- Communicate in concise, clear, and professional manner
- Forward thinker able to express new, fresh ideas in order to create better operational processes
- Knowledge of Oil & Gas Accounting, OilDex, Cash Pro, Yardi Property Management System, Accurate Recon, First Imaging System, and PC skills, specifically advanced Excel skills
- Client/Customer Service background
7
Experience For Gwim Senior Operations Representative Resume
- Familiarity with the GWIM business
- Highly self -motivated
- LMA product knowledge
- Knowledge of LMA
List of Typical Skills For a Gwim Senior Operations Representative Resume
1
Skills For Gwim Senior Operations Representative Resume
- Validating key control reports
- Demonstrate logical, systematic approach to problem solving
- Experience in handling retail and retirement inquiries
- Multi-task and comfortable with shifting priorities
- Commitment to providing a differentiated experience to partners and clients
- Demonstrate an understanding of account documentation needs for Estates, Trusts, PODs, Rep Payee, and other ownership types
2
Skills For Gwim Senior Operations Representative Resume
- Former experience in Client Account Services (New Accounts)
- Former experience with review of tax legislation
- Asset Transfer Related Experience
- Previous Alternative Investments or Mutual Fund experience
- Strong focuses on customer service and follow-up
- Processing historical price revisions and determining the impact to client accounts
- Trading and/or Managed Products knowledge
3
Skills For Gwim Senior Operations Representative Resume
- Establishing Relationships (Carriers, Financial Advisors, and internal partners)
- Working hours: M-F 8am – 5pm
- Stressing client focus, product knowledge and problem resolution
- Verifying the receipt of various transmission files
- Processing manual price inputs
- Finalizing the release process for multiple lines of businesses
- Work with Trading Desk, Managed Product Allocations, Order Management and Managed Product Billing Teams to resolve breaks
4
Skills For Gwim Senior Operations Representative Resume
- Career oriented individual looking to grow within the organization while exhibiting leadership characteristics
- Flexibility with scheduling and willing and able to stay late or shift with little notice
- Knowledge of deposit products and overall understanding of Merrill Lynch products desired
- Display a commitment to being client-focused, proactive, and team oriented
- Managed Account policy and procedures for billing
- Applied knowledge of financial transaction processing
- Handle multiple deliverables for either daily processing and/or expanded strategic initiatives
- An understanding of financial transactions and investments
- An understanding of technology applications
5
Skills For Gwim Senior Operations Representative Resume
- Flexibility to work peak processing days and times
- Currently “Meeting” expectations on last performance review
- Responsible for the processing of client instructed asset transfers either in to or out of US Trust custody
- Work closely with internal and external partners, including back office and front office contacts
- Provide white glove customer service, ensuring the client’s instructions are processed in a timely and accurate manner
- Liaison with internal partners to coordinate the resolution of various client issues relating to the transfer process
6
Skills For Gwim Senior Operations Representative Resume
- Provide testing support before and after new technology is released
- Flexibility to work in an evolving environment
- Professional Demeanor: Demonstrating patience, composure and client service attitude in all situations
- Data Entry, Excel, Accounting
- Proficient in PC applications, including Excel, Access, Word, and Outlook
- Show empathy and compassion during a difficult time
7
Skills For Gwim Senior Operations Representative Resume
- Professional Demeanor: Demonstrating patience, composure, and a client service attitude in all situations
- Answer incoming MLSN and client calls for new account requests and for fraud account replacement
- Follow up / ensure completion of items requiring follow up and/or documentation
- Answer incoming MLSN calls, and ASAP and email requests
- Be client focused, self directed in a team working environment
- Provide efficient and accurate daily processing in Fraud prevention systems
- Displayed commitment to being client-focused, proactive, and team oriented
8
Skills For Gwim Senior Operations Representative Resume
- Ability work independently as well in a team environment
- Be able to work at a fast pace
- Strong organizational skills and proven ability/experience in multi-tasking in order to maintain performance during peak times. Ability to produce quality work within tight time frames
- Basic applied knowledge of Microsoft Excel
- Excellent written and oral communication skills, ability to communicate effectively and confidently with management, LMA business partners, legal and compliance and branch partners
- Call center customer service experience
9
Skills For Gwim Senior Operations Representative Resume
- Previous experience/knowledge of Mutual Fund or Alternative Investment products
- Customer service experience in a related field
- Experience of Merrill Lynch operations with knowledge of both internal (operations) and external (branch) procedures and systems
- Customer Service experience, preferably with Service Center
- Clearly defined examples of scenarios that displays experience as a proactive and strategic team member
- Capability to think analytically and apply skill set to manage reconciliations
10
Skills For Gwim Senior Operations Representative Resume
- Previous Alternative Investments or Mutual Fund reconciliation experience
- Effective and timely communication with Management
- Proven ability to work successfully in a team environment and as an individual
- Skilled in Microsoft Office (Excel, Word, Outlook, etc.)
- Customer Service/Financial Industry experience
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