Philip Johann
Middle Island,NY
Overview
11
11
years of professional experience
1
1
Certification
Work History
Advisor Support Specialist
American Portfolios
Holbrook, NY
01.2015 - Current
- Review, process and follow up on various brokerage and non-brokerage account requests including asset movement requests, IRA distributions, journals between brokerage accounts, alternative investment processing and other cash and asset processing.
• Must act as subject matter expert for several different responsibilities within brokerage Operations. Act as back-up to co-workers by cross-training on all department functions and demonstrate flexibility to respond to influx of workflow.
• Interact with clearing firm on routine brokerage account processing requests; provide timely updates and statuses in contact management and workflow systems
• Pay close attention to detail, process work accurately and work on repetitive tasks
• Answer internal and external phone calls; make outbound phone calls to our advisors.
• Update contact management systems with professional grammar and spelling.
• Exercise judgment to know when to escalate issues to manager or supervisor
• Assist in training co-workers to act as back-up for primary responsibilities
• Respond to incoming requests from internal and external customers including research and problem solving, entering data into contact management system and providing timely follow-up communication.
• Make appropriate decision on when to lend assistance to co-workers to ensure that department service levels are maintained.
• Assist with special projects and research
Technical Support Representative
American Portfolios
Holbrook, NY
11.2013 - 12.2014
- Provided technical assistance to customers through phone, email and chat support.
- Troubleshot customer inquiries related to software and hardware issues.
- Resolved escalated customer service issues in a timely manner.
- Assisted customers with installation of new hardware and software applications.
- Diagnosed system errors and implemented solutions to resolve them.
- Maintained detailed records of customer interactions and transactions.
- Identified potential areas for improvement in existing products or services.
- Monitored customer feedback to ensure high levels of satisfaction.
- Created reports on customer complaints and feedback for management review.
- Ensured compliance with company policies and procedures regarding technical support operations.
- Recommended upgrades or additional features that could enhance user experience.
Education
Bachelor of Arts - Business Administration And Management
Briarcliffe College
Bethpage, NY05-2013
Skills
- FINRA & Insurance Licensed
- Experienced Customer Service provider
- Proficient in Microsoft Office Applications
- Efficient in CRM software and operational programs
- Technical Support Backbround
Certification
- FINRA Series 7 & Series 66
- Life/Health Insurance
Timeline
Advisor Support Specialist
American Portfolios
01.2015 - Current
Technical Support Representative
American Portfolios
11.2013 - 12.2014
Bachelor of Arts - Business Administration And Management
Briarcliffe College
- FINRA Series 7 & Series 66
- Life/Health Insurance
Similar Profiles
Anthony AcostaAnthony Acosta
Portfolio Manager at I Managed Other People's PortfoliosPortfolio Manager at I Managed Other People's Portfolios
Catherine PenningtonCatherine Pennington
Housekeeping cleaner at Priddy’s portfoliosHousekeeping cleaner at Priddy’s portfolios
AHMED T MEGAHEDAHMED T MEGAHED
Chief Financial Officer at Portfolios Investment CompanyChief Financial Officer at Portfolios Investment Company
Sean WalshSean Walsh
Shift Leader at WalgreensShift Leader at Walgreens
Matthew VarelaMatthew Varela
Police Officer at Suffolk County Police DepartmentPolice Officer at Suffolk County Police Department