AHMED O. BUSARI
Baltimore,USA
Summary
Result-Oriented, self-driven and hardworking Investors/clients service specialist with excellent communication and progressive experience in servicing Mutual funds, Retirement plans, College savings funds and Brokerage account/sweep process & reconciliation. Proactive, Resourceful & a team player with astute attention to detail, great work ethic and working under pressure to achieve client satisfaction by following company's defined policies and practices.
Overview
7
7
years of professional experience
Work History
Customer care Analyst II
City of Baltimore - Department of Finance
11.2023 - Current
- Processed property lien certificates at customer’s request while researching current & delinquent water bills accounts, property tax bill and Environmental citations/violations.
- Processed, verified, interprets Receivership documents, deeds and legal documents for changes of ownership and property description.
- Maintained mainframe computer records & spread sheets relating to value transmittals, auction proceeds, sales confirmations, property splits, combinations and revisions.
- Processed complex adjustments, refunds & reversal, transfer of liability, cancellation & corrections to customer accounts while utilizing 311 salesforce CRM.
- Utilized MECU Bluezone software in generating both current & delinquent bills, to city customers for payment collection.
- Researched & resolved online payment discrepancies & returned/cancelled check issues.
Individual Investors Client Processing Specialist
T. Rowe Price - Individual Investors Client Processing Specialist
Owings Mills, MD
01.2023 - 11.2023
- Directly supported financial advisors with servicing clients IRA/401k/403b Retirement accounts, processing distribution requests and resolving client enquiries via phone & emails.
- Reviewed, cross-examined, and approved high complex transactions of up to $1 million & more into client mutual fund accounts, Brokerage advantage/sweep accounts, college savings (529) & retirement accounts, and ensured proper documentation is provided.
- Accurately processed Checks & wire transfers for incoming high value asset transfers/rollovers from client's previous parent financial institution in adherence to FINRA Guideline.
- Promptly and accurately executed brokerage trades for investors through Pershing’s NetX360 platform.
- Utilized the FTNI ETran system daily to research and build expert reports to monitor banking deposits.
- Responsible for making client purchases offline due to over-contributions using BlueZone DST Mainframe.
- Ran macro report automation in excel to investigate purchase discrepancies to improve controls within the department.
- Reviewed and verified trust documents, SSNs & W-9 Tax forms for new clients & existing clients per USA Patriot act
Central Operations Support Services Associate
T. Rowe Price - Central Operations Support Services Associate
Owings Mills, MD
11.2021 - 01.2023
- Executed purchases/trades of up to $250,000 on client’s behalf into retirement funds, Mutual funds, College funds (MD 529, Alaska 529, John Hancock 529 & T. Rowe Price College savings) and brokerage sweep accounts.
- Prepared & Processed documentation of mutual fund and retail accounts of $10,000 to $1 million to ensure safe and secure account transfers through the NYSE Medallion Signature Guarantee Program.
- Leveraged Salesforce Sales Cloud, Fusion, and Synergy platform to aid in the customer relationship management and validation of confidential client information.
- Processed client’s Assets transfers & rollovers into IRA accounts/inherited IRA,401ks, 403Bs accounts with adherence to FINRA guidelines.
Customer Service & Accounts Associate
Maryland Transportation Authority, TRANSCORE LLC
Middle River, MD
09.2020 - 11.2021
- Processed customer’s toll violation & EZpass transponder payments made via check & credit/debit cards, up to $10k daily.
- Diplomatically de-escalate calls from irate customers and work with them to address concerns related to toll violations, administrative fees, and disputes.
- Supported the Service Center customer service phone calls, by responding to incoming phone inquiries regarding EZPass accounts, Toll violations, toll disputes, License plate suspensions/flags and MVA related issues.
- Researched and resolved account issues which includes the processing of toll adjustments, disputes, reversals, and fee adjustments for customer E-ZPass accounts.
- Escalated customer complaints and issues to correct personnel, including MDTA Headquarters when typical procedures did not achieve resolution.
Graduate Assistant – Student Accounts
BOWIE STATE UNIVERSITY – SOCIAL DISABILITY SERVICES
Bowie, MD
01.2019 - 08.2020
- Provided administrative and confidential clerical support for the office of disability Support Services including answering phone calls, managing calendars and correspondence.
- Provided writing guidance and access for students with special needs and disabilities to programs, services, activities and facilities and facilities of respective departments.
Education
Masters in art (M.A): Organizational Communication - Major in Business Management
Bowie State University
Bowie, MarylandSkills
- Salesforce
- Mutual fund/Retirement Plans
- Umax front office
- Microsoft Office
- AML, BSA & Client due Diligence (CDD)
- Conflict Resolution and Mediation
- Pricing & Profitability Management
- Pershing’s NetX360
- Risk management/Problem solving
- Synergy & Fusion
- Multi-tasking & Attention to detail
- Power BI
- SS&C Chorus & Smart desk
- Financial Reporting
Timeline
Customer care Analyst II
City of Baltimore - Department of Finance
11.2023 - Current
Individual Investors Client Processing Specialist
T. Rowe Price - Individual Investors Client Processing Specialist
01.2023 - 11.2023
Central Operations Support Services Associate
T. Rowe Price - Central Operations Support Services Associate
11.2021 - 01.2023
Customer Service & Accounts Associate
Maryland Transportation Authority, TRANSCORE LLC
09.2020 - 11.2021
Graduate Assistant – Student Accounts
BOWIE STATE UNIVERSITY – SOCIAL DISABILITY SERVICES
01.2019 - 08.2020
Masters in art (M.A): Organizational Communication - Major in Business Management
Bowie State University