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Account Manager

Accounting & Finance

Recent college graduate with a Bachelor of Science degree in Communication and over a year of work experience. Seeking to leverage acquired academic knowledge and work experience to effectively fill a position within your company. A dedicated worker aiming to help achieve company goals and take on more responsibility as quickly as possible.

•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.

•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.

Floor Associate

Find out detailed information about Robert McLeish, Account Manager in Ladera Ranch, CA

Robert McLeish: Account Manager in Ladera Ranch, CA

Robert McLeish