Janine McCoy
Mine Hill,NJ
Summary
Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Registered Client Service Associate
Morgan Stanley Wealth Management
02.2018 - Current
- Enhance client satisfaction by promptly addressing inquiries and providing accurate account information.
- Maintain a high level of accuracy in processing financial transactions, reducing errors and ensuring timely completion.
- Support Financial Advisors with preparing documentation, contributing to the successful onboarding of new clients.
- Provide exceptional customer service through clear communication and active listening, resolving issues quickly and professionally.
- Ensure compliance with industry regulations, maintaining up-to-date knowledge of rules and guidelines related to client accounts.
- Increase client retention rate by proactively monitoring accounts for potential issues, contacting clients when necessary.
- Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel and expense reports, and file & calendar maintenance.
Service Associate
Morgan Stanley
11.2015 - 02.2018
- Oversaw and performed duties such as record management/maintenance, report preparation, cashiering, and handling calls.
- Ensured that order entry and trade error processing complied with regulations, guidelines, standards and policies.
- Enhanced customer satisfaction by providing timely and efficient assistance in various service tasks.
Administrative Assistant/Office Manager
Jeffrey Oster, Private Investigator
09.2009 - 11.2015
- Transcribed, formatted, and edited letters from dictation for accurate and detailed reports.
- Maintained office files and logs with complete confidentiality.
- Assisted in preparation of financial reports.
- Assisted in surveillance operations.
Education
Associate of Arts - Liberal Arts And Sciences
County College of Morris
Randolph Township, NJ05.1986
Skills
- Team Collaboration
- Adaptability and Flexibility
- Professionalism and Discretion
- Excellent Communication
- Strong Interpersonal Skills
- Time Management
- Company Liaison
Certification
- Series 7 and Series 66
Timeline
Registered Client Service Associate
Morgan Stanley Wealth Management
02.2018 - Current
Service Associate
Morgan Stanley
11.2015 - 02.2018
Administrative Assistant/Office Manager
Jeffrey Oster, Private Investigator
09.2009 - 11.2015
Associate of Arts - Liberal Arts And Sciences
County College of Morris