Financial Specialist Career Research and Resources
Delta National Bank and Trust Company
Provide full international private banking and investment services in English and Portuguese to our high net worth clients. Interact with our clientele regarding a wide array of functions, ranging from assistance with any requests concerning their personal accounts, preparing and advising individual asset allocations, and provide counseling on a variety of different investment vehicles. Identify and implement equity, option...
Avg. Salary: $66,000 · Company Rank: Not Available
Lynx Capital Partners
Mentored, trained, and monitored entry-level equity traders on a daily basis. Led daily morning meetings and create market focal points to prepare the other traders in the group for the market day. Produced trading strategies through various methods, such as technical analysis, candlestick and fundamental analysis. Constantly examined SEC filings to gauge company value and position in comparison to other companies in its pa...
Avg. Salary: $66,000 · Company Rank: Not Available
Chase Investments
Managing a team of 9, including call monitoring and answering questions along with finding resolutions to issues either presented by clients or Financial Advisors. I managed 11 projects: email,trade corrections, Executive Office Complaints, written complaints, correspondence, risk reports, request from other departments to link accounts on Chase.com, trust sales requests, call monitoring and principalling all incoming and ...
Avg. Salary: $45,000 · Company Rank: Not Available
Chase Investments
Principal all incoming and outgoing correspondence. Mail - 10-40 per day. Email 300-700 per day. Manage risk reports and manage complaints. Research and respond to complaints that were received from the Executive Office. Quality Control trade corrections approximately 50-100 per day.
Avg. Salary: $45,000 · Company Rank: Not Available
Chase Investments
Answer incoming calls from Financial Advisors and provide assistance. Assistance on various questions such as what form to use, how to complete a form, what the proper procedure was to complete a task. How to place a trade and trade corrections. Minimum of 75 calls per day. Began working on projects 1st project was to report how many money move movements were completed. 2nd project was to monitor associates service requests...
Avg. Salary: $45,000 · Company Rank: Not Available
TradeStation
Manage a team of 10, review, research and respond to clients written complaints from all departments. Review requests for fee credits.Assist CSR's with issues and work with clients on escalated issues. Each associate handles approximately 50 calls per day. Process approximately 150 emails per day. Receive approximately 10 escalated calls per day.
Avg. Salary: $45,000 · Company Rank: Not Available
Pacific Rubber Industry Co.,Ltd (SME)
learned all work processes in manufacturing, and analysis business and developed a manufacturing system, manufacturing, created database, reviewedped processes, production costs - attempted analyse and forecast on footwear -
Avg. Salary: $67,500 · Company Rank: Not Available
IT One Co., Ltd (Joint venture between Accenture Co.,Ltd and SCG Co., Ltd)
Procured requirements from customer, improved business workflow, designed & implemented software, Tested systems, supported management budgeting of projects in companies, integrated systems among operation parts, purchasing material parts, accounting parts, IT team and executive management.
Avg. Salary: $67,500 · Company Rank: Not Available
Application Consultant
Analyzed trading service system and Develop system - although it was short term, it shows some Finance backgound.
Avg. Salary: $67,500 · Company Rank: Not Available
TradeStation
Manage a team of 7 CSR's. Assist the CSR's with research on issues regarding clients accounts. Take escalated calls from clients and researching and resolving their inquiries. Assist other departments with projects such as Option Agreement forms and Margin Agreements. Respond to clients email inquiries and complaints via email. Train new hires.
Avg. Salary: $45,000 · Company Rank: Not Available
