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[Address Not Published Online] [St. Louis Park, MN 55416] [jennifer DOT derner AT yahoo DOT com]
[ph: Phone Not Published Online] [cell: Cell Not Published Online]
Jennifer Derner


  • To bring my experience as a customer service oriented individual to a new environment where I will successfully interact with others in a diverse setting and provide support accurately and efficiently
 
  • Highly proficient with Microsoft Office applications including Word, Outlook, and Excel
  • Excellent verbal and written communication skills demonstrated on a daily basis through use of telephone, fax, and email correspondence
  • Extremely flexible and open to new ideas and changes in a fast-paced work environment
  • Superior attention to detail ensures tasks are completed correctly in a timely manner
  • Extensive experience with Pershing's Net Ex 360 brokerage back office operating system
 
Questar Capital Minneapolis, MN 55416April 2011 until October 2011
 Senior Securities Service Representative
 
  • Served as primary link for the broker-dealer by fielding incoming phone calls from affiliated financial advisors and their clients
  • Initiated outbound phone calls to advisors and their clients for any required follow-up and issue resolution
  • Directed phone calls to appropriate individuals or departments as necessary
  • Documented all phone calls into Salesforce, the CRM system utilized by our broker-dealer to enhance the accuracy and detail of all calls received by our team
  • Worked cooperatively with all departments across the broker-dealer to answer all inquiries promptly
  • Monitored our Customer Service team's fax/email inbox and distributed requests amongst team members to ensure completion of inquiries
 
Questar CapitalMinneapolis, MN 55416March 2007 until April 2011
 Trade Desk/Account Services Representative
 
  • Reviewed incoming paperwork from sales representatives bringing new business to the broker-dealer and promptly notified representatives of any missing requirements
  • Served as primary contact for brokerage account transfer inquiries, handling all issues in a timely manner and providing prompt follow up to our sales representatives
  • Established and maintained both computerized and hard-copy client files and records effectively by way of the firm's Bonus software system
  • Utilized Internet Explorer web browser for researching complex advisor/client inquiries
 
TCF InvestmentsMinneapolis, MNMay 2006 until March 2007
 Investment Operations Specialist
 
  • Worked cooperatively with many departments within TCF Investments to ensure that sales reports were completed accurately and problems within departments were handled effectively
  • Retrieved and distributed incoming faxes to the proper individual, department or management team
  • Communicated with external TCF sales representatives via phone, fax, and email to ensure proper procedures were followed when submitting new business
  • Extensively used Microsoft Word and Excel, as well as several in-house computer systems, for tracking accounts and client files
 
TCF BankCoon Rapids, MNNovember 2005 until May 2006
 Personal Banker
 
  • Provided excellent customer service in a retail bank environment by assisting management with opening, closing, and maintaining various bank products
  • Processed routine teller transactions, such as checking deposits and withdrawals, quickly and accurately
  • Resolved customer disputes in a timely and efficient manner
  • Ensured that customers' needs were met with the bank product(s) most suitable for their current situations
  • Contacted current and prospective customers via telephone and mailings regarding new products and services
  • Regularly attended training to provide enhanced customer service by honing my sales techniques and broadening my knowledge of our bank products and services
 
St Cloud State UniversitySt Cloud, MNJune, 2005
 Bachelor's of Science, Finance
 
  • Human Relations minor
 
References Available Upon Request





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