Summary
Overview
Work History
Education
Skills
Timeline
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Sharone Carter

Syracuse,...NY

Summary

Experienced and detail-oriented Account Data Specialist dedicated to resolving issues and ensuring customer loyalty. Possessing strong critical thinking skills, approaches challenges with a methodical mindset, consistently delivering effective solutions. Deeply knowledgeable about Brokerage Account practices and well-versed in documentation requirements, committed to maintaining accuracy and compliance in all aspects of work.

Overview

18
18
years of professional experience

Work History

Account Data Specialist

Cadaret Grant - An Atria Company
04.2007 - Current
    • Enhanced client satisfaction by promptly resolving account issues and providing exceptional customer service.
    • Streamlined account management processes for increased efficiency and accuracy in financial reporting.
    • Implemented new strategies to improve account production
    • Ensured compliance with industry regulations by diligently reviewing account documentation and transactions.
    • Managed multiple accounts simultaneously, demonstrating exceptional organizational skills and attention to detail.
    • Customized financial solutions for clients, addressing their unique needs and concerns.
    • Reconciled customer accounts and identified discrepancies for further investigation.
    • Set up new customer accounts and updated existing profiles with latest information.
    • Completed routine and complex account updates to resolve problems.
    • Kept detailed records of daily activities through online customer database.
    • Achieved high levels of client satisfaction through timely resolution of disputes or other account-related concerns.

Licensing Specialist

Cadaret & Grant
04.2007 - Current
    • Accomplished successful renewal of expiring licenses through meticulous preparation, submission, and follow-up of relevant documentation.
    • Provided exceptional customer service to applicants, addressing inquiries with accurate information and timely responses.
    • Increased efficiency in managing high volume of license applications.
    • Worked closely with applicants to determine eligibility and verify accuracy and integrity of application data.
    • Performed routine data entry or document management.

Education

Bachelor of Arts - Sociology

SUNY At Buffalo
Buffalo, NY
05.2003

Skills

  • CRM Software
  • Document Management
  • Research proficiency
  • Recordkeeping abilities
  • Microsoft Office proficiency
  • Multitasking Abilities
  • Analytical Skills
  • Decision-Making
  • Account Servicing
  • Account administration
  • Account investigations
  • Billing issue resolution

Timeline

Account Data Specialist

Cadaret Grant - An Atria Company
04.2007 - Current

Licensing Specialist

Cadaret & Grant
04.2007 - Current

Bachelor of Arts - Sociology

SUNY At Buffalo

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Sharone Carter