Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Julie Middaugh

client service representative
Grayslake,IL

Summary

Versatile team member offering over 20 years of experience handling tasks smoothly and efficiently. Adapts well to changing processes, programs and team requirements. Eager to contribute to growing company.

Overview

45
45
years of professional experience
1
1
Certification

Work History

Deli Associate

Heinen's Fine Foods
04.2014 - Current
  • Filled out daily shift log to record amount of food prepared, used and leftover.
  • Contributed to positive customer experiences by promptly addressing concerns and providing knowledgeable product recommendations.
  • Assisted with maintaining an appealing deli display, showcasing fresh products and enticing customers to make a purchase.
  • Backed up servers by setting up trays and completing some food deliveries.
  • Restocked supplies and prepared additional ingredients during downtime for expected busy periods.
  • Replenished serving stations with fresh food and cleaned up spills.

Client Service Representative

Newedge Financial
04.2003 - 11.2014
  • Interacted with Account Managers, troubleshooting trade errors for issue resolution
  • Communicated with clients regarding account services, statements, and balances.
  • Developed and updated databases to handle customer data.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
  • Offered clients and staff informative insight to utilize corporate website.

Balancing Specialist

ABN Amro Inc.
04.1993 - 07.2002
  • Reconciled daily errors/corrections mandatory to create exemption reports.
  • Supported audit processes by providing timely and accurate documentation, resulting in favorable audit outcomes.
  • Initiated calls to clients regarding margin requirements, adjusted rates accordingly.
  • Verified accuracy of journal entries by reviewing transaction details before posting to general ledger accounts, reducing potential errors in financial reporting.
  • Oversaw Corporate Action Department. Maintained all interest account, opened and transferred accounts.

Customer Service Representative

Ginco & Co.
05.1991 - 02.1994
  • Investigated trades for reconciliation and completion of the clients request, adhering to Security Exchange policies and procedures.
  • Collaborated with sales team members to stay current on inventory levels, complete accurate orders, and resolve item issues.

Stock/Options Manager

First Options/Brandt & Associates
08.1979 - 01.1988
  • Developed, mentored and coached a team of professionals in a fast paced intense work environment.
  • Controlled records related to trading on a National customer base.
  • Facilitated all transactional business and oversaw the stock trading desk.

Education

High School Diploma -

Lane Technical College Prep
Chicago, IL
06.1979

Skills

  • Platter and Tray Preparation
  • Ordering Procedures
  • Food and beverage preparation
  • Cleaning and sanitation
  • Adaptability and Flexibility
  • Calculating Bills
  • Slicer Operation
  • Office Management
  • New Hire Training
  • Efficient Office Operations
  • High Level Troubleshooting

Certification


  • Sanitation Certificate
  • Prohibition against Insider Trading/Mandatory IT Security Awareness trading

Timeline

Deli Associate

Heinen's Fine Foods
04.2014 - Current

Client Service Representative

Newedge Financial
04.2003 - 11.2014

Balancing Specialist

ABN Amro Inc.
04.1993 - 07.2002

Customer Service Representative

Ginco & Co.
05.1991 - 02.1994

Stock/Options Manager

First Options/Brandt & Associates
08.1979 - 01.1988

High School Diploma -

Lane Technical College Prep

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Julie Middaughclient service representative