Gwim Senior Operations Representative Resume Samples
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Gwim Senior Operations Representative Resume Samples
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AM
A McGlynn
Alessandro
McGlynn
641 Constantin Loop
Dallas
TX
+1 (555) 757 9105
641 Constantin Loop
Dallas
TX
Phone
p
+1 (555) 757 9105
Experience
Experience
Houston, TX
Gwim Senior Operations Representative
Houston, TX
Quigley-Emard
Houston, TX
Gwim Senior Operations Representative
- Weekly submission of highlights to senior management
- Perform self assessment audits
- Overall Performance Rating of a Meets/Meets
- Assist with point of call responsibilities including wire transfers, account closures, journal entry requests
- Provide training and guidance to junior team members where necessary
- Monthly profit/loss reporting to senior managers
- Verifying work
present
Dallas, TX
Gwim Senior Operations Representative
Dallas, TX
Pollich, Zulauf and Mitchell
present
Dallas, TX
Gwim Senior Operations Representative
present
- Assist with paperwork inquiries and processing requests
- Provide support for each of the following: Supervisor, Assistant Supervisor
- Establishment of relationships with all funds within the scope of responsibility for the individual
- Provide exceptional customer service to internal clients
- Willingness to work beyond scope of primary responsibilities
- Attention to detail, focus on quality, strong organization and time management
- Work independently as well as within a team
Education
Education
Bachelor’s Degree
Bachelor’s Degree
Boston University
Bachelor’s Degree
Skills
Skills
- Strong analytical ability, able to think outside of the box
- Proven Flexibility/adaptability within a changing environment (multitasking, able to move quickly from task to task dealing with high volumes at a fast pace)
- Attention to detail, focus on quality, strong organization and time management
- Excellent applied knowledge of Excel
- Basic knowledge of financial transaction processing
- Strong organizational skills, attention to details &strive for accuracy
- Organized and detail oriented, ability to multi-task, team player
- Strong organization skills and proven ability/experience in multi-tasking in order to maintain performance during peak times
- Attention to detail with the ability to multi-task
- Strong knowledge base in regards to Retirement plans and Retail accounts
4 Gwim Senior Operations Representative resume templates
Read our complete resume writing guides
1
Gwim Senior Operations Representative Resume Examples & Samples
- Researching and resolving reconciliation break items
- Research ACH issues
- Printing and verification of check disbursements
- Processing Fed Fund wires
- Verifying work
- Processing the daily presentment
- Cross functional team coverage
- Handling account inquiries and research
- Preparing and processing manual JE requestsQualifications
- Ability to multi-task and be a team player
- Understanding of cash movement processes
- Accounting/reconciliation background
- 2-3 years Client Service experience
- Minimum Meets/Meets on review
- Organized and detail oriented, ability to multi-task, team player
- Strong organizational skills, attention to details &strive for accuracy
- Ability to perform time sensitive tasks in a deadline oriented environment
- Self starter
- Proficient in MS Office(Excel)
2
Gwim Senior Operations Representative Resume Examples & Samples
- Must be meeting or exceeding all goals and metrics
- Possess strong verbal and communication skills
- Possess strong research and problem solving skills
- Associate must exemplify our Core Values
- Demonstrate a proven ability to navigate secondary systems including but not limited to: INTERACT, BOSS/FAST, LEAN, TSS, ASIS
- Exhibit professionalism in all situations
3
Gwim Senior Operations Representative Resume Examples & Samples
- Proficient in Microsoft Office: Word and Excel
- Ability to work independently and analyze transactions using guidelines to make sound judgments
- Professional and positive team player
- Willingness to work beyond scope of primary responsibilities
4
Gwim Senior Operations Representative Resume Examples & Samples
- College Degree preferred
- Candidate must have at least one year experience in Customer Service
- Candidate must possess proven decision-making skills, ability to effectively manage risks, strong interpersonal skills and flexibility within a changing environment
5
Gwim Senior Operations Representative Resume Examples & Samples
- Client Service Experience
- ML Services and/or Operations experience - Securities Processing/Transfer
- Bachelor's Degree Preferred
- Complete 3-5 hours of Investing in You training
6
Gwim Senior Operations Representative Resume Examples & Samples
- Professional Demeanor: Ability to conduct self with patience, composure and appropriate attitude
- Service Adeptness: Ability to comprehend, empathize and respond appropriately to client needs. Devotion of time and effort to satisfy client requests. Ability to identify potential negative consequences of client issues and quickly take action to prevent/minimize impact to client and firm
- Problem Solving and Decision Making Skills: Ability to think analytically, using strong research skills, applying best practices and leveraging past experiences to resolve problems
- Initiative: Willingness and ability to play an active role in identifying and implementing process improvements. Demonstration of a 'self-starter' attitude and a willingness to help others
- Communication Skills: Ability to communicate effectively (both verbally and written), tailor communications to audience, and actively listen
- Must display the ability to multi-task, handle complex situations, and have a 'team player' attitude but able to work independently as needed
- 1-2 yrs Client Service Experience
- Merrill Lynch Services and/or Operations experience
- Series 7 License Preferred
- Bachelors Degree Preferred
- Completed 3-5 hours of Investing in You training
7
Gwim Senior Operations Representative Resume Examples & Samples
- Basic understanding of investments
- Can work independently
- Industry experience
- Complete 3-5 hours of Investing in You Training
8
Gwim Senior Operations Representative Resume Examples & Samples
- Responsible for review & processing of TEFRA withholding requests & researching tax reporting inquiries received via phone, email and ASAP
- Ability to respond to internal and external client requests
- Review daily $10,000 and over reports and notifying branch offices of non-compliance issues
- Works with other TRS units to process corrections to Tax Reporting Statements
- Update and maintain current tax lots and for unrealized and realized gains/losses
- Liaison between internal units/departments in the immediate resolution of all problems related to Cost Basis / Capital Change Transactions
9
Gwim Senior Operations Representative Resume Examples & Samples
- Strong problem resolution and decision making skills
- Highly-motivated mindset
- Adapt to change in a highly evolving industry
- 3-5 Hours of Investing in You
10
Gwim Senior Operations Representative Resume Examples & Samples
- Exhibit strong written and verbal communication skills
- Perform in a proactive and strategic manner
- Must be able to give clear examples of past successes in teamwork, use of analytical skills, time and organizational self-management, and flexibility to a changing environment
11
Gwim Senior Operations Representative Resume Examples & Samples
- Must be able to deliver a “white glove” differentiated service in all interactions; be solution driven while keeping a focus on risk mitigation
- Strong written and verbal communication to tailor communications to audience, actively listen and follow-up with questions and updates to involved parties
- Demonstrate a proven ability to navigate multiple systems simultaneously
- Capable of multitasking and working efficiently in a high productivity environment while continuously learning on the job
- Excellent organization skills; ability to prioritize and handle multiple client requests always exercising sound judgment
- Strong critical-thinking, logic and problem solving skills
- Maintain current knowledge of Bank of America products, policies, and services while keeping abreast of regulations and mitigating risk
- Professional Demeanor: Demonstrating patience, composure, and client service attitude in all situations
- Proficient PC skills including Microsoft Office applications
12
Gwim Senior Operations Representative Resume Examples & Samples
- Assist with point of call responsibilities including wire transfers, account closures, journal entry requests
- Assist with paperwork inquiries and processing requests
- Keeping abreast of training updates and changes that impact R&DS
- Previous Merrill Edge Services and/or Operations Experience
- Overall Performance Rating of a Meets/Meets
- No form of written warning(s)
- Financial Services or Customer Services Experience
- Strong knowledge base in regards to Retirement plans and Retail accounts
- Strong focus on customer service and follow-up
- Positive demeanor and a commitment to quality work
- Attention to detail with the ability to multi-task
- Ability to handle elevated problem resolution requests
13
Gwim Senior Operations Representative Resume Examples & Samples
- Daily reconciliation of the department's dividend collection account
- Daily reconciliation of outages associated with client accounts in firm wide systems versus dividend positions
- Establishment of relationships with all funds within the scope of responsibility for the individual
- Weekly, monthly, and quarterly reporting of all statistics associated with benchmarking of team metrics
- Participation in procedure documentation, BRP testing, and various system testing
- Reconciliation of proprietary BOA accounts associated with mutual fund dividend reconciliation
- Individuals at this level are expected to use independence of thought and work in conjunction with the Team Manager and/or Supervisor on more complex, elevated items
- Completed 3-5 hours of Investing in You curriculum
- Excellent communication skills in order to effectively interface with business partners and Branch Office personnel
- Strong organization skills and proven ability/experience in multi-tasking in order to maintain performance during peak times
- Excellent applied knowledge of Excel
- Basic knowledge of financial transaction processing
- Previous mutual fund or alternative investment experience a plus
14
Gwim Senior Operations Representative Resume Examples & Samples
- Provides subject knowledge expertise to branch offices on the Merrill Lynch Monthly and Tax Reporting statements through reconciliations, hold-outs, GPA adjustments, and cost basis research
- Supports email boxes
- Expected to take on any other research and updating needs as call volume increases
- Support outbound call campaigns
- Liaison with multiple departments for client centric solutions
- Participates in ad-hoc projects and specialty needs
- Must have experience in customer Service and/or financial industry
- Good verbal communication skills
- Ability to interact with various band levels
- Demonstrate a “self-starter” behavior and a willingness to help others
- Proven Flexibility/adaptability within a changing environment (multitasking, able to move quickly from task to task dealing with high volumes at a fast pace)
- Well developed organizational and analytical skills and decision-making skills to effectively manage risk
- Attention to detail, focus on quality, strong organization and time management
- Results/goal driven, self-starter with ability to manage tasks with limited supervision while functioning collaboratively as a part of a larger team
- Team player, ability to work cooperatively with others and embrace change with a positive approach
- College degree a plus
- Experience with Bank of America applications, policies and procedures a plus
15
Gwim Senior Operations Representative Resume Examples & Samples
- Strong communication skills both written and verbal
- Overall understanding of Merrill Lynch products
- Problem solving/research skills required
- Demonstrate integrity
- Knowledge of Microsoft Excel
- Must be able to work in a Virtual Team environment
- Last rating must be a meets/meets & cannot be on any form of disciplinary action
16
Gwim Senior Operations Representative Resume Examples & Samples
- Strong analytical ability, able to think outside of the box
- Self-starter, must be willing to asks questions and constantly seek ways for process improvement
- Able to prioritize issues and handle several sensitive processes at once in a timely fashion
- Ability to communicate effectively, both with written and spoken words
- Client/Customer Service background preferred
- Displays problem-solving and organizational skills
- Acts decisively and with good judgment
- Experience with Check21
- Prior check processing experience
17
Gwim Senior Operations Representative Resume Examples & Samples
- Answer incoming MLSN calls, emails or ASAPs
- Research and resolve escalated issues
- Actively pursue branch responses and requests
- Follow up / ensure completion of outstanding research items
- Provide exceptional customer service to internal clients
- Provide support for each of the following: Supervisor, Assistant Supervisor
- Meet or exceed all expected timeframes
- Maintain strong risk mitigation routines in identifying, escalating and debating risk
- Must be flexible & adaptable; multi-tasker
18
Gwim Senior Operations Representative Resume Examples & Samples
- Strong PC skills, proficient in MS Office specifically Excel and Outlook
- Possesses excellent verbal and written communication skills
- Displays problem-solving, analytical & organizational skills
19
Gwim Senior Operations Representative Resume Examples & Samples
- Must develop a deep understanding of their process quickly and be able to speak to their process across all levels of the organization
- Ability to communicate effectively – engage management in all escalated issues and continually follow up on outstanding items
- Acts with a sense of urgency and creates this in others
- Thinks strategically and willingly participates in projects and other opportunities
- Motivated individual who maintains a positive and professional attitude at all time
20
Gwim Senior Operations Representative Resume Examples & Samples
- Bachelor’s Degree in Business or related fields required
- Highly self motivated
- Ability to multitask and work under tight time constraints
- Must have 3 - 5 hours of Investing in You Courses
21
Gwim Senior Operations Representative Resume Examples & Samples
- Complete 3-5 hours of “Investing in you” training
- Proficient PC skills, including Microsoft Office applications
- Maintain composure and act decisively in high pressure, time sensitive situations
- Create and maintain strong relationships with internal and external business groups
- Excellent organization skills; ability to prioritize and handle multiple tasks
- Versatile, fast paced learner in a changing environment
- Attention to detail and focus on accuracy
- Must be available to work during evening processes supported by the team
22
Gwim Senior Operations Representative Resume Examples & Samples
- Process check deposits
- Perform self assessment audits
- Processing journal entry (JE) requests
- Processing Levy requests
- Preparing and processing manual JE requests
- Printing checks
- Accounting/reconciliation background preferred
- Strong organizational skills, attention to details & strive for accuracy
- Proficient in MS Office (Excel)
23
Gwim Senior Operations Representative Resume Examples & Samples
- Provide a high level of service, support, and responsiveness to internal business partners, Branch Office personnel, and communicate effectively with outside Financial Institutions
- Responsible for making decisions on basic to complex operational situations or issues
- Recognizing, researching and resolving problems, which can result in monetary or integrity loss to the firm and other financial institutions
- Ability to successfully manage relationships with Fund Companies
- Display a commitment to being Client-focused, proactive, and teamwork-oriented
- Ability to work well independently and under pressure
- Strong interpersonal, organizational, and oral/written communication skills
24
Gwim Senior Operations Representative Resume Examples & Samples
- Strong analytical ability
- Able to think outside of the box
- Must be willing to asks questions and constantly seek ways for process improvement
- Proficient in MS Office specifically Excel and Outlook
- Ability to communicate effectively
- Engage management in all escalated issues and continually follow up on outstanding items
- Must be able to work independently with minimal supervision, excellent decision making skills, work for accuracy and must be able to meet deadlines
- Knowledge of CMA products
- Motivated individual who maintains a positive and professional attitude at all times
