Aprielle Brown
Oceanside,NY
Summary
Customer Service Representative with 10+ years of experience in the financial services sector. Skilled in managing complex customer accounts and analyzing legal documents for securities transfers. Proficient in resolving complex shareholder inquiries, processing legal and tax-related documents accurately, and ensuring compliance with service level agreements.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Transfer Services Specialist
Equiniti Transfer & Trust Company (Formerly AST)
Ridgefield Park, NJ
10.2015 - Current
- Analyze and approve exception cases for high-level surety bonds, ensuring compliance with regulations
- Notify regulatory agencies for lost certificate requests within required timeframes, ensuring regulatory compliance.
- Review and verify legal documents for security replacement and/or transfer of securities, maintaining accuracy and security.
- Manage and resolve escalated shareholder inquiries via phone and email, improving response times.
- Managed email requests from shareholders, ensuring timely follow-up.
- Corresponded with shareholders in writing, providing clear and concise information
- Resolved shareholder complaints and escalated VIP issues, enhancing customer satisfaction.
- Supported team members in complex case handling, fostering a collaborative environment.
Customer Service Representative
American Stock Transfer & Trust Company, LLC
Brooklyn, NY
01.2012 - 09.2015
- Composed written responses to incoming correspondence from shareholders and clients.
- Accurately inputted data into systems and databases, verified, and corrected discrepancies.
- Provided documents for lost certificate requests within required timeframes, ensuring legal compliance.
- Maintained files and control records to show departmental activities.
- Maintained the confidentiality of sensitive data and followed procedures and standards, ensuring compliance with requirements.
Education
Business Management -
Kingsborough Community College
Brooklyn, NY08.2024
Diploma -
Urban Assembly of Music & Art
Brooklyn, NY01.2015
Skills
- Customer Service
- Troubleshooting
- Correspondence
- Complaint Resolution
- Account Management
- Shareholder Inquiries
- Data Management
Certification
01/2024
Web Development Program:
Adelphi University New York
Timeline
Transfer Services Specialist
Equiniti Transfer & Trust Company (Formerly AST)
10.2015 - Current
Customer Service Representative
American Stock Transfer & Trust Company, LLC
01.2012 - 09.2015
Business Management -
Kingsborough Community College
Diploma -
Urban Assembly of Music & Art
01/2024
Web Development Program:
Adelphi University New York
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