Summary
Overview
Work History
Education
Skills
licenses
Timeline
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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, NY

No Degree - Liberal Arts And General Studies

St John University
Staten Island, NY
09.1988

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

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