Marc Laska
Downers Grove,IL
Summary
Client-oriented Investment Professional. Capable of working multiple roles at once, in a fast paced environment. Looking to further my career in the investment industry with the goal of becoming a financial advisor
Overview
3
3
years of professional experience
Work History
Beneficiary Services Representative
JPMorgan Chase
Elgin, IL
05.2024 - Current
- Answered incoming calls from beneficiaries and provided information on policies, procedures, regulations and services.
- Assisted in the completion of applications, forms and other documents related to beneficiary services.
- Explained complex policies and procedures to ensure client understanding.
- Utilized internal systems to track case status and client interactions effectively.
Investment Professional
JPMorgan Chase
Elgin, IL
08.2023 - 05.2024
- Prepared Required Minimum Distribution (RMDs) for applicable client accounts.
- Ensured efficient execution of trades and transactions.
- Responded promptly to customer inquiries about account balances, securities prices.
- Ensured compliance with regulatory guidelines in all aspects of investment activities.
Financial Services Representative
ETRADE Securities
Chicago, IL
12.2022 - 05.2023
- Developed and maintained relationships with customers while generating sales leads for financial products.
- Responded to 30 basic inquires per day regarding procedures, policies, check verification, deposits, stop payments, balances and lost and stolen credit cards.
- Utilized assistive software, reporting tools and illustrations to educate clients on financial services.
Fraud Prevention Representative
ETRADE Securities
Chicago, IL
10.2022 - 12.2022
- Conducted reviews of flagged transactions and reports that showed potential suspicious activity.
- Documented investigative findings in reports.
- Determined existing fraud trends by analyzing accounts and transaction patterns.
- Served as primary contact for fraud claim inquiries.
Education
Bachelor of Arts - Human Resources Management/Business Administration
Lewis University
Romeoville, IL06.2021
Skills
- Salesforce
- Microsoft Office
- Customer Service
- Problem-Solving
Current Licenses
Series 7
Series 63
Accomplishments
• Passed all required series exams with no prior financial background
• Promoted to Beneficiary Services Role at JPMorgan
• Awarded the all around all star achievement during new hire training at Etrade
• Promoted to Beneficiary Services Role at JPMorgan
• Awarded the all around all star achievement during new hire training at Etrade
Timeline
Beneficiary Services Representative
JPMorgan Chase
05.2024 - Current
Investment Professional
JPMorgan Chase
08.2023 - 05.2024
Financial Services Representative
ETRADE Securities
12.2022 - 05.2023
Fraud Prevention Representative
ETRADE Securities
10.2022 - 12.2022
Bachelor of Arts - Human Resources Management/Business Administration
Lewis University