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Custody Representative resume examples

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Skills

  • Advanced proficiency in system
  • Regulatory compliance
  • Client needs assessment
  • Relationship development
  • Cross-functional team collaboration
  • Client onboarding and training
  • Microsoft Office Suite
  • Operational improvement
  • Customer service
  • Problem resolution

Work Experiences

  • Achieved a 34% first-contact resolution.
  • Collaborated with IT to identify inefficiencies.
  • Built rapport in order to create a safe and trusting environment in which to provide care.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Achieved a 62% reduction of breaks during the settlement process.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Had an excellent attendance record and was always on time for work.
  • Collaborated with IT to identify inefficiencies in the custody system, leading to the implementation of Jira and improving account reconciliation speed by 42%.
  • Collaborated with cross-functional teams to implement automation technologies, leading to a 61% improvement in data verification efficiency.

Summaries

  • Client-centric professional with demonstrated expertise in resolving escalated custody issues, reducing resolution time by 26% and securing a 43% increase in customer satisfaction.
  • Accomplished professional with extensive experience in custody account services and securities transactions, ensuring a 15% error-free settlement process and on-time delivery across multiple markets.
  • Boosted retention rates by 53%.
  • Achieved a 41% decrease in resolution time.
  • Achieved a 74% first-contact resolution rate.
  • Dedicated Social Worker with 15 years of experience in counseling and crisis intervention.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the program business.
  • Analytical and forward-thinking Custody Representative with a proven ability to identify system inefficiencies, leading to implementation of Adobe Creative Suite and enhancing data reconciliation speed by 79%.
  • Excellent Custody Representative with a strong emphasis on domestic violence prevention and education.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.

Accomplishments

  • Resolved product issue through consumer testing.
  • Partnered with cross-functional teams, including finance and IT, to successfully automate workflow optimization, saving 45% in operational costs per quarter.
  • Leveraged advanced Excel formulas and macros to automate daily reconciliation tasks, decreasing manual effort by 83%.
  • Created monthly performance reports using program, providing executives with clear insights into operational efficiency and asset movements.
  • Visited Portland to lead a custody representative training program for 17 employees, resulting in immediate improvements in operational efficiency.
  • Collaborated with compliance teams to ensure all custody processes were in accordance with procedure standards, preventing regulatory breaches.
  • Completed extensive reconciliation of complex financial instruments, successfully identifying $3 in unrecorded client earnings.
  • Managed complex corporate action events, ensuring timely notification to clients which resulted in a 61% reduction in missed deadlines.
  • Led internal audit preparations and collaborated with audit teams, improving compliance and reducing reportable incidents by 47%.
  • Played a key role in the implementation of new corporate action processing software, enabling a 53% reduction in processing errors.

Affiliations

  • Securities Industry and Financial Markets Association (SIFMA)
  • Association of Certified Financial Crime Specialists (ACFCS)
  • International Securities Services Association (ISSA)
  • Rotary International
  • Corporate Finance Institute (CFI) for Custodial Services
  • International Capital Markets Association (ICMA)
  • Association for Operations Management (APICS)
  • Certified Securities Analyst (CSA)
  • Custody Risk Global Awards Forum
  • Financial Industry Regulatory Authority (FINRA)

Certifications

  • Certified Compliance Professional (CCP)
  • Chartered Wealth Manager (CWM)
  • Global Custody Specialist Certification
  • FINRA Series 99 Operations Professional License
  • Financial Data Analytics Certification with Advanced standard
  • Certified Custody and Fund Services Professional
  • Certificate in International Securities (CISI)
  • Chartered Financial Consultant (ChFC)
  • Certified Corporate Trust Specialist (CTS)
  • Certified Treasury Professional (CTP)

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