Robert McLeish: Account Manager in Ladera Ranch, CA
Robert McLeish
Account Manager
Ladera Ranch | United States
Skills
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Music
Traveling
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Summary
Activity
Projects
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Work experience
Matles & Associates
Account Manager | 01/2015 - Current
•Record and document security transactions, such as purchases, sales, conversions, redemptions, and payments, using computers, accounting ledgers, or certificate records.
• Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
• Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
• Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
Kohls
Floor Associate | 08/2014 - Current
•Greet customers and ascertain what each customer wants or needs.
• Recommend, select, and help locate or obtain merchandise based on customer needs and desires.
• Compute sales prices, total purchases and receive and process cash or credit payment.
• Describe merchandise and explain use, operation, and care of merchandise to customers.
Education history
Saddleback College
Bachelor of Science | 2010 - 2012
Utah Valley University
Bachelor of Science | 2012 - 2014
Connections
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