CLS Investments - New Account Processor Resume Example

Love this resume? Build your own now

Isaac Wright
Professional Summary

Responsible New Account Processor proficient in attention to detail and time management. Passionate and motivated, with a drive for excellence. Two and half years experience in third party financial management company and account processing positions.

  • Time Management
  • Critical Thinking
  • Judgment and Decision Making
  • Complex Problem Solving
  • Customer and Personal Service
  • Troubleshooting
  • Active Listening
  • Management of Personnel Resources
CLS Investments, LLC Omaha, NE New Account Processor, Level II Oct 2011Present My job duties include but are not limited to processing new account paperwork and incoming transfers. Review paperwork to verify all required information is present. Enter account into systems and forward on custodial paperwork to establish accounts and initiate transfers. Complete daily follow up to track account process from opening to completion of transfer or rollover and send account onto trading department. 
Anderson Mercandiser Omaha, NE Retail Media Merchandiser May 2011Oct 2011 My job duties included but were not limited to traveling to area Best Buy stores to maintain the media departments. This involved receiving, pricing and positioning the products in the store. Setting up area displays around the store. Provide assistant to Best Buy employees and customers.  
Core Bank formaly know as Centennial Bank Omaha, NE Customer Service Representative Nov 2009May 2011 My job duties included but were not limited to providing excellent customer service when processing requested transactions and opening/closing accounts. Ensure that bank compliance procedures are being followed. Maintain multiple areas such as incoming phone calls, front counter, and drive thru window. 
Gandolfo's Deli Omaha, NE Shift Leader Oct 2006Oct 2010 My job duties included but were not limited to providing excellent customer service, taking customer orders and preparing orders. Maintain inventory, preparing schedules, train new hires. Complete nightly drawer balance, and daily paperwork.
Metropolitan Community College Omaha, NE Associate of Arts: General Studies Aug 2012
Metrpolitian Commuity College Omaha, NE Associate of Arts: Business May 2011

People also search for

New Account Processor

OMAHA ,Nebraska

Isaac Wright

Companies Worked For:

CLS Investments , LLC

JobTitles Held:

New Account Processor , Level II

Server to Bartender to Manager

Georgetown ,Kentucky

Henry Hernandez

Companies Worked For:

Saul Good Restaurant & Pub , CreditTRAX

JobTitles Held:

Server to Bartender to Manager , File Clerk


Raleigh ,North Carolina

Oliver Martinez

Companies Worked For:

Champion Realty , Global Equity Lending

JobTitles Held:

Realtor , Mortgage Originator

Senior Consultant

West Jordan ,Utah

Hunter Mitchell

Companies Worked For:

Simple Marketing Associates , WT Lee and Associates

JobTitles Held:

Senior Consultant , Consultant

resume flower ad

About this resume

New Account Processor FROM OMAHA , Nebraska RESUME

This is a resume for a New Account Processor in OMAHA, Nebraska with experience working for such companies as CLS Investments and LLC. The grade for this resume is 0 and is one of hundreds of New Account Processor resumes available on our site for free. Use these resumes as templates to get help creating the best New Account Processor resume.

School Attended
Metropolitan Community College