Equity Trust Company - Account Management Specialist Resume Example

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Abigail Morgan
  • XXXXX XXXXXXX XX, North Ridgeville, OH 44039
Professional Summary
Hard working operations associate with a solid history of achievement in processing and providing excellent customer service. Excellent multi-tasking and attention to detail skills, while having a sense of urgency. Enthusiastic and passionate for providing results and excellent service. 
  • Critical thinker and problem solver
  • Detail oriented
  • Great sense of urgency
  • Proficient with computer and databases
  • Able to communicate effectively and positively
  • Adaptable to environments
  • Fast learner
  • Strong leader
Account Management Specialist, 06/2013 to Present
Equity Trust Company Westlake, OH
  • Work closely with the Sales Department to open and process accounts.
  • Enter data into computers, such as client's information, to establish account into the system
  • Check data entered into the system to verify accuracy against written applications and other paperwork
  • Charge fees by utilizing a strict fee schedule
  • Verify that application and transfers are in compliance with IRS rules and regulations
  • Initiate transfer paperwork for clients transferring funds and/or assets into the account
  • Process re-registration paperwork for assets transferring in-kind, such as stock certificates
  • Follow up on transfers by contacting firms and discussing
  • Update client records in the system
  • Contact clients and provide excellent customer service
  • Interview and train new associates of the department
  • Write procedures of the positions of the department
Customer Service Representative, 12/2012 to 06/2013
DFAS Cleveland, OH
  • Answer inbound phone calls
  • Assist military retirees with account information and pay details
  • Update records on accounts
  • Start and stop payments to locations designated by the client
Receptionist/Staffing Representative, 08/2012 to 12/2012
Employee Temps Staffing Services Medina, OH
  • Review resumes and screen candidates for job postings from our clients
  • Set up online application for candidates and schedule interviews
  • Enter and submit payroll for the office
Undergraduate Studies, May 2009 Kent State University - Kent, OH

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About this resume

Account Management Specialist FROM North Ridgeville , Ohio RESUME

This is a resume for a Account Management Specialist in North Ridgeville, Ohio with experience working for such companies as Equity Trust Company and DFAS. The grade for this resume is 0 and is one of hundreds of Account Management Specialist resumes available on our site for free. Use these resumes as templates to get help creating the best Account Management Specialist resume.

School Attended
Kent State University