Customer Service – Reno

Position Type:

Full-time

Salary Range:

13 - 14 Hourly

Debra Jaroch 466 E StColma CA 94014Phone # 650-755-5778                                                                           PROFESSIONAL EXPERIENCE: Franklin Templeton Group, San Mateo, CA                                                            7/89 – 5/04 Retirement Services Associate                                                                                10/03 – 5/04

• Reconciled and researched unknown wires from banks with a 24 hour time period
• Handled client account inquiries regarding trades
• Processed trade adjustments and inputted into database
• Opened new accounts and verified client information
• Wrote procedure guidelines to update internet transactions
• Created and updated Excel spreadsheet reporting internet trades on a monthly basis

• Provided administrative and operational support for domestic and foreign institutional clients
• Handled client account inquiries regarding trades, asset allocations and performance
• Processed domestic and foreign trades
• Promoted trade systems via the internet
• Processed adjustments for trade discrepancies
• Researched and solved failed trade issues
• Responsible for monitoring an intuitional client that required “special” daily assistance: monitoring market time transactions and traced new account activity ensuing account compliance

• Completed all maintenance changes on accounts
• Processed and sent account history statements to clients
• Processed stop payments on redemption and dividend checks
• Researched data entry and client discrepancy problems on accounts
• Promoted to Level 2 representative which required supervising responsibilities
• Trained new employees on fielding phone inquiries and processing trade orders