Steven Raymond
Chicago
Summary
Experienced with delivering top-notch customer service and support. Utilizes effective communication to address and resolve customer issues efficiently. Track record of maintaining high customer satisfaction through proactive problem-solving and teamwork.
Overview
14
14
years of professional experience
Work History
Service Associate- Operations Department
Morgan Stanley
01.2011 - 03.2025
- Integrated incoming ACAT transfers for onboarding new Financial Advisors and their clients
- Performed daily operations and client service support with positive results
- Processed individual deposits using BDS software and verified transactions were processed to ensure there were no discrepancies
- Assisted cliental as they entered the office and via phone
- Served as a backup to various department members when needed
- Conducted quarterly department audits to ensure compliance and service standers were met
- Compiled and generated accurate Date of Death valuations reports using EVP and Excel software
- Oversaw incoming correspondence such as mail, FedEx, UPS and faxes
- Explained department related questions to new support staff
- Inspected trade adjustment documents to ensure branch procedures were met
- Aided with general in office support functions such as copying filing and scanning documents
Education
Bachelor of Science (BS) - Computer Studies
Robert Morris University
Skills
- Skilled in Microsoft Office applications
- Strong ability to work autonomously and in teams
- Quick problem resolution
- Understanding of financial regulations
- Precision in data handling
- Strong verbal and written communication
- Organizational skills for task completion
- Efficient record organization
- Quick learner of software applications
Timeline
Service Associate- Operations Department
Morgan Stanley
01.2011 - 03.2025
Bachelor of Science (BS) - Computer Studies
Robert Morris University
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