Maria Mandozzi
Islamorada,FL
Summary
Experienced customer service and financial service professional looking for a position in a any finance or customer service role . Over 25 plus years experience in various customer service positions on phones and nonphones.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Client Service /Business Operations Manager
Islamorada Investment Management
Islamorada, FL
07.2017 - 06.2020
- Managed all fee based investment accounts.
- Resolved customer complaints quickly and effectively.
- Ensured compliance with all relevant policies and procedures.
Registered Broker Service Representative
UBS Financial Services (Team from Morgan Stanley)
Aventura, FL
02.2013 - 08.2015
- Group managed $5B assets under management (AUM)
- Assisted broker in running managed money portfolios for clients
- Provide clients with information on how to best utilize their money
- Open Client accounts and handle all client account questions
- Contacting clients to set up broker meetings to conduct an in-depth client review of financial circumstances and future financial goals
- Keep up to date with financial products and legislations.
Registered Broker Service Representative
Morgan Stanley Smith Barney
Aventura, FL
12.2004 - 02.2013
- Group manages $5B assets under management (AUM)
- Assist Broker in running managed money portfolios for qualified clients
- Open Client accounts and handle all client account questions
- Contacting clients to set up broker meetings to conduct an in-depth client review of financial circumstances and future financial goals
Registered Regional Sales Service Representative
Pioneer Investments
Miami, FL
12.2000 - 11.2004
- Responsible for supporting and selling mutual funds and separately managed accounts for domestic and Latin American clients
- Profile and qualify new leads
- Responsible for developing Latin America Region.
Registered Regional Sales Service Representative
Pioneer investments
Boston, MA
05.1998 - 12.2000
- Responsible for supporting and selling mutual funds and separately managed accounts for domestic and Latin American clients
- Utilizes company products in an effort to develop business
- Profile and qualify new leads
- Responsible for mailings/literature requests
Registered Regional Internal Sales Representative
Putnam Investments
Boston, MA
05.1997 - 05.1998
- Responsible for mailings/literature requests
- Responded to inbound phone calls
- Answered client questions on new mutual fund products.
Customer Service Representative
Nationwide Cellular Service
Needham, MA
11.1995 - 05.1997
- Answered customer inquiries regarding cell phone products and services.
- Provided customer service to resolve customer complaints in a timely manner.
- Assisted customers with monthly billing inquiries.
- Performed administrative tasks such as filing paperwork, updating databases and generating reports.
- Resolved problems by working with other departments to provide solutions that meet customer needs.
Education
Bachelor of Science - Marketing
Merrimack College
05.1995
Skills
- Effective Communication
- Financial Oversight
- Financial Management
- Customer Service
- Project Management
Certification
- Series 7
- 63
Languages
Italian
Native/ Bilingual
Timeline
Client Service /Business Operations Manager
Islamorada Investment Management
07.2017 - 06.2020
Registered Broker Service Representative
UBS Financial Services (Team from Morgan Stanley)
02.2013 - 08.2015
Registered Broker Service Representative
Morgan Stanley Smith Barney
12.2004 - 02.2013
Registered Regional Sales Service Representative
Pioneer Investments
12.2000 - 11.2004
Registered Regional Sales Service Representative
Pioneer investments
05.1998 - 12.2000
Registered Regional Internal Sales Representative
Putnam Investments
05.1997 - 05.1998
Customer Service Representative
Nationwide Cellular Service
11.1995 - 05.1997
Bachelor of Science - Marketing
Merrimack College