Eric Mack
Jersey City,NJ
Summary
Experienced with case management, client support, and service coordination. Utilizes strategic planning to ensure timely resolution of cases and optimal client satisfaction. Knowledge of conflict resolution and empathetic communication to foster positive client relationships.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Case Coordinator
Equitable
05.2024 - Current
- Ensure that all suitability requirements and anti-money laundering guidelines have been met before issuing new business to prospective investors.
- Process daily average of 20+ new business applications and verify that the financial advisor's state specific, firm, and product certifications are in good order.
- Identify errors on applications and other supporting documents and relay that information to financial representatives to provide a resolution.
- Work in conjunction with wholesalers to service accounts and answer inquiries from financial reps.
Customer Service Representative
Equitable
06.2020 - 04.2024
- Serviced accounts and answered inquiries over a recorded line from clients and representatives regarding the company's packaged products.
- Handle a daily average of 40+ cases which consisted of executing client trades, rebalances, providing policy
information, and escalating cases when necessary
Education
Bachelor of Arts - Information Technology
Rutgers University
New Brunswick, NJ05-2020
Skills
- Microsoft Excel
- Data collection
- Effective communication
- Organization
Certification
- SIE
- Series 6
Timeline
Case Coordinator
Equitable
05.2024 - Current
Customer Service Representative
Equitable
06.2020 - 04.2024
- SIE
- Series 6
Bachelor of Arts - Information Technology
Rutgers University
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