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- Last name : ********
- First name : ********
- Phone : +25***********
- Email : ******@******.***
- Date of birth : **.**.****
- Nationality : ********
- Address : ********
-
Attached CV :
Profile details
Job category searched
- Accounting, controlling, finance
- Marketing, communication
- Sales
- Services
Professional experience
Experience in the following industries :
- Associative activities
- Banking, insurance, finance
- Call centers, hotlines
- Government services
- Temporary work, recruitment
Professional experience
- Mutual Fund specialist
- Lpl Financial
- 05.2007 - 01.2015
- • Responding to incoming calls from our Clients, Financial Advisors, Mutual Funds Companies regarding various issues such as pending trades and balance inquiries on 401K, IRA, 529 education plan, pension plans, funds withdraw, trading fees, trade changes, late fees on loans. Solving any type of issues related to customer accounts. • Process fees charged by LPL brokerage firm when making a trade for each mutual fund traded for clients while meeting strict deadline before market close. • Applying Mutual Fund Networking; Linking the funds held at other companies by private investors to the firm for investors wishing to use LPL products and services. • Follow up by print, fax, email any inquiries to clients and financial advisors. • Apply account maintenance by adding or removing beneficiaries, check any account error.
Skills
Customer service skills,computer literate,fluent in english,french and swahili,finance experience,
Education
Education level : Bachelor
- Pfeiffer University
- 08.2004 - 08.2007
- Bachelor of science in business administration
Bachelor degree
Key Skills
- Brokerage
- Customer Service
- Finance
- Maintenance
- Trading
Languages
- English
- Fluent
- French
- Fluent
More information
- Availability : immediately
- Geographical flexibility : Dar es Salaam
- Place of residence : Dar es salaam
- Accepted employment type : Permanent contract - Fixed-term contract - Temporary work - Internship - Part-time work
- Last updated : 13.01.2021
- Total views CV : 74
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