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Online Resumes with "Transfer Agent"
Stock Brokerage Operations
A job with stability. A job with career advancement. A job with good benefits
Ideal Companies: DTCC, small Brokerage houses
Tags for this Online Resume: Restricted Stock Specialist, Legal Transfer Specialist, Lost Certificates, Reorganization experiance, Brokerage Operartions, Microsoft words, Excel, ADP system
Customer Service Manager
Tags for this Online Resume: Client Services Manager, Mutual Funds Operations, Transfer Agent Liaison, Third Party Service Providers, Call Center manager, Back Office Operations
Compliinace and Best Practice
I am looking or a position where I will be responsible for determining best practice and coaching others on how to achieve the best practice from themselves and others they interface with.
Ideal Companies: Companies with a strong history of being successful by doing the right thing.
Tags for this Online Resume: Relationship Manager, Shareholder/Investor Relations, Corporate Governance, Performance Management
VP / DIRECTOR OF CUSTOMER SERVICE & CLIENT RELATIONS-Mutual Funds Transfer Agent
Seeking to use my vast Financial Services and Mutual Funds Industry experience to make a difference to the bottom line of a potential employer
Tags for this Online Resume: Productivity & Performance Improvement , Team Development & Leadership ~ , Strategic Planning, Mutual Funds ~ Primary Liaison Relationships , Risk Management ~ Business Planning, Policy Development , Call Center management, Client Services Director, Service Delivery Director
AVP of Transfer Agent System
Looking for a position where I can apply my vast experience in the security industry.
Principal Tax Specialist
I'm a Tax Reporting Analyst who has over 12 years experience in a transfer agent industry. Expertize in analyzing reports and writing defects on a test review from programmer
Benefits Manager
Featured Profile
Why consider adding me to your Operations or Customer Service teams as a Client Support Associate?
I am a seasoned client services professional experienced with client administration and who values relationships as much as revenue. I am also a talented professional who have "walked the walk" in large, complex organizations and made an impact with small companies with my benefits derived from solutions based on best practice experience. I am a champion of client objectives and consultative strategy development and am inte...
Ideal Companies: Citigroup, Wachovia, Fidelity, E-Trade, Charles Schwab, Bank of America, HSBC, Merrill Lynch, Barclays, Wells Fargo, Neuberger Berman, PNC, Credit Suisse, Deutsche Bank, Goldman Sachs, Broadridge, FINRA, Scottrade, UBS, AIG, Alliance Bernstein, Computershare, TDAmeritrade, Blackrock
Tags for this Online Resume:
client services, operations associate, client relationship manager, CRM, ADP, ACD
Stellar Performer
Go to person for difficult and/or special assignments. Exceptional research and communication skills. Leadership abilities powered by integrity, respect and dedication.
Ideal Companies: Progress Energy, E-ONE, Intellon, Philips Medical, Genity, Signature Brands.
Tags for this Online Resume:
Human Resources, Marketing, Communications, Media Relations, Benefits Administration, HR Specialist
Administrator in Stock Transfer Agent - 11+ years
To obtain a position that is equally satisfying and rewarding to myself and the firm.
Customer Service Manager
Tags for this Online Resume:
Series 7, Manager Customer service, Financial Services, Transfer agent, Manager call center, series 65, operation manager, financial services manager
Why consider adding me to your Operations or Customer Service teams as a Client Support Associate?
I am a seasoned client services professional experienced with client administration and who values relationships as much as revenue. I am also a talented professional who have "walked the walk" in large, complex organizations and made an impact with small companies with my benefits derived from solutions based on best practice experience. I am a champion of client objectives and consultative strategy development and am inte...
Ideal Companies: Citigroup, Wachovia, Fidelity, E-Trade, Charles Schwab, Bank of America, HSBC, Merrill Lynch, Barclays, Wells Fargo, Neuberger Berman, PNC, Credit Suisse, Deutsche Bank, Goldman Sachs, Broadridge, FINRA, Scottrade, UBS, AIG, Alliance Bernstein, Computershare, TDAmeritrade, Blackrock
Tags for this Online Resume: client services, operations associate, client relationship manager, CRM, ADP, ACD
