Cathy Sayrath

Account Services Representative at TD Ameritrade Institutional

Role
Account Services Representative at Td Ameritrade Institutional
Location
Dallas-Fort Worth, TX, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Cathy Sayrath

Demonstrated operations and process enhancement professional within Geophysical Log…

Experience

  1. Account Services Representative

    Td Ameritrade Institutional

    Nov 2013 — Present · Fort Worth, TX, US

    New Accounts & Account Maintenance SpecialistActivates new and maintains existing accounts for Registered Investment Advisors\' clients; predominantly in response to clients who are transitioning through major life changes. Specialties include: Individual, Joint, IRAs, Estates, Trusts, Corporations, TPIMAs, UMAs, and other accounts that may designate beneficiary entities. Prioritizes tasks for multiple accountabilities with the ability to process work at a near perfect ratio while remaining focused. Partners internally with Correspondence Review, Relationship Managers, and Account Services team members to ensure the appropriate examination and resolution of issues in a timely manner.

Education

  • University of North Texas

    Bachelor of Business Administration (BBA), General Business

    2012 — 2013

Skills

  • Project Management
  • Data Analysis
  • Outlook
  • Powerpoint
  • Microsoft Excel
  • Oil & Gas Industry
  • Database Administration
  • Engineering
  • Procurement
  • Office Administration
  • Logistics Management
  • Customer Service
  • Leadership
  • Microsoft Word
  • Manufacturing
  • Team Leadership
  • Proposal Writing
  • Analysis
  • Quality Assurance
  • Time Management
  • Microsoft Office
  • Sales
  • Training
  • Logistics
  • Inventory Management
  • Inventory Control
  • Program Management
  • Process Scheduler
  • Sap Implementation
  • Purchasing
  • Process Improvement
  • Software Documentation
  • Troubleshooting
  • Contract Management
  • Sap
  • Supervisory Skills
  • Teamwork
  • Motivation
  • Operations Management
  • Management

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Cathy Sayrath — Account Services Representative at Td Ameritrade Institutional in Dallas-Fort Worth, TX, US | Unifers