Fraud Prevention Specialist / Invest Service Senior Specialist

Starting at

$

25

About this service

Summary

January 2019 - August 2021
Was formerly a Fraud prevention specialist who handles back office tasks to prevent fraud transaction for retail customers, though electronic money movement (EMM) for 2 years and 2 months. Trained for in depth online review, transaction tracing, isp review to maintain account security. Have handled Wire, ACH credit, Quickpay, Wires and other types of money movement. I was recently promoted to Invest Service Senior Specialist last March 2021. I was trained to assist investors with their online trading inquiry. Currently assisting clients with: Investment/ Brokerage account, Retirement account(Traditional, Roth etc), Estates inquiry and General navigation through

What's included

  • Fraud Prevention Specialist / Invest Service Senior Specialist

    January 2019 - August 2021 Was formerly a Fraud prevention specialist who handles back office tasks to prevent fraud transaction for retail customers, though electronic money movement (EMM) for 2 years and 2 months. Trained for in depth online review, transaction tracing, isp review to maintain account security. Have handled Wire, ACH credit, Quickpay, Wires and other types of money movement. I was recently promoted to Invest Service Senior Specialist last March 2021. I was trained to assist investors with their online trading inquiry. Currently assisting clients with: Investment/ Brokerage account, Retirement account(Traditional, Roth etc), Estates inquiry and General navigation through


Duration

27 weeks

Skills and tools

Data Entry Specialist

Google Docs

Google Docs

Google Sheets

Google Sheets

Microsoft Excel

Microsoft Excel

Microsoft PowerPoint

Microsoft PowerPoint

Python

Python

Industries

Investment & Asset Management