Summary
Overview
Work History
Education
Skills
Timeline
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Marc Mayerson

Hoboken,NJ

Summary

Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes.

Overview

25
25
years of professional experience

Work History

Customer Success Specialist

Collective2
New York, NY
02.2018 - Current
  • Maintained good working relationships with our brokerage and clearing partners to onboard brokerage accounts for customers
  • Worked closely with customers to configure their accounts set the appropriate risk parameters
  • Resolved trading and website issues for customers
  • Ensured customers were informed of any changes or updates related to their accounts or products.

Customer Service/Order Entry

Prudent Publishing
Ridgefield Park, NJ
01.2014 - 01.2015
  • Entered and processed greeting card phone orders placed by customers
  • Assisted customers with various order and product related issues and questions both by phone, email and BoldChat
  • Provided suggestions to marketing team for improving customer experience, sales

Trading Assistant/Specialist

Bear Specialists, NYSE
New York, NY
09.1999 - 02.2008
  • Specialized and made markets in NYSE-listed ETF’s; used knowledge of markets and technical analysis to arrange trades between buyers and sellers
  • Developed relationships amongst brokers and other traders as well as with listed companies
  • Acted as principal on trades to help generate a profit for the firm

Education

B.S. - Finance

Lehigh University
Bethlehem, PA
01.1999

Skills

  • Microsoft Office
  • Zendesk
  • SQL

Timeline

Customer Success Specialist

Collective2
02.2018 - Current

Customer Service/Order Entry

Prudent Publishing
01.2014 - 01.2015

Trading Assistant/Specialist

Bear Specialists, NYSE
09.1999 - 02.2008

B.S. - Finance

Lehigh University

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Marc Mayerson