Summary
Overview
Work History
Education
Skills
References
Timeline
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Stephanie S. Alviar

Fort Worth,TX

Summary

Service professional ready to contribute valuable customer service experience and problem-solving skills. Known for improving client satisfaction and resolving issues swiftly. Team-oriented with focus on achieving results and adapting to changing needs. Proficient in communication and relationship-building, consistently reliable and flexible.


Overview

17
17
years of professional experience

Work History

Transfer Clearing Services Representative

TD Ameritrade
01.2018 - 09.2023
  • Primarily responsible for the review, validation, and submission of transfer requests for cash, stocks, and mutual funds submitted via Non-ACATs and DTC.
  • Analyzed client requests, transactions, and account data and applying applicable regulation and/or law to those requests, ensuring risk mitigation for the client and TD Ameritrade.
  • Collaborated with cross-functional teams to enhance overall client experience and satisfaction levels.
  • Maintained productivity and quality standards at all times.
  • Participated in ongoing training programs to stay abreast of industry trends and emerging technologies.
  • Consistently demonstrated a strong work ethic, arriving punctually for shifts and maintaining focus on providing top-tier service throughout entire workday.
  • Operated in dynamic, high-volume environments to provide skilled assistance to more than 50 customers each day.
  • Worked remotely in this position from 2020 until 2023.

Institutional Centralized Services Representative

TD Ameritrade
01.2007 - 01.2018
  • Responsibilities included processing transfers and cash/asset movements.
  • Operated in dynamic, high-volume environments to provide skilled assistance to more than 50 customers each day.
  • Subject Matter Expert processing inbound transfers of assets with various duties, including quality assurance of client transfer paperwork, Medallion Signature Guarantees, upkeep of contra firm databases, and auditing of accounts for proper follow up.
  • Maintained comprehensive knowledge of company products and services, ensuring accurate information was relayed to customers at all times.
  • Contributed to positive team morale by fostering an inclusive work environment that encouraged collaboration amongst colleagues from diverse backgrounds and skill sets.
  • Maintained productivity and quality standards at all times.

Education

B.A. - Liberal Arts

Hofstra University
Uniondale, New York
01.1984

Skills

  • Skilled in Microsoft Office applications
  • Data entry expertise
  • Comprehensive financial reporting
  • Document creation and administration
  • Database maintenance
  • Customer relations
  • Customer support
  • Organization
  • Efficiency optimization

References

Available upon request.

Timeline

Transfer Clearing Services Representative

TD Ameritrade
01.2018 - 09.2023

Institutional Centralized Services Representative

TD Ameritrade
01.2007 - 01.2018

B.A. - Liberal Arts

Hofstra University

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