Christopher Duffy
Staten Island,New York
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
24
24
years of professional experience
Work History
Retirement Services Specialist
JPMorgan Chase
03.2020 - Current
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Carried out day-day-day duties accurately and efficiently.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Guided clients through compiling important financial histories and documentation for evaluation.
Margin Clerk
JPMorgan Chase
06.2017 - 03.2020
- Managed and responded to correspondence and inquiries from customers and vendors.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
Retirement Services Specialist
Bear Stearns/ JP Morgan Clearing
11.2000 - 05.2017
- Responsible for processing of daily payments, wire, ACH requests and journals.
- Work directly with tax department with daily discrepancies that involved federal and/or state withholding from clients accounts.
- Supervised annual 1099r/ 1099q , 5498 and 5498 ESA preliminary productions to review any/ all issues with regards to tax reporting.
- Carried out day-day-day duties accurately and efficiently.
- Demonstrated respect, friendliness and willingness to help wherever needed.
Education
No Degree - Elementary Education
College of Staten Island of The City University of New York
Staten Island, NYNo Degree - Liberal Arts And General Studies
St John University
Staten Island, NY09.1988
Skills
- Business Strategies
- Cash Flow Projection
- Customer Expectations Management
- Strategy Development
- Financial Services
- Team Development
- Problem Resolution
- Client Documentation
- Operational Improvements
licenses
Licensed Series 99
Timeline
Retirement Services Specialist
JPMorgan Chase
03.2020 - Current
Margin Clerk
JPMorgan Chase
06.2017 - 03.2020
Retirement Services Specialist
Bear Stearns/ JP Morgan Clearing
11.2000 - 05.2017
No Degree - Elementary Education
College of Staten Island of The City University of New York
No Degree - Liberal Arts And General Studies
St John University