Justin Callender

Experience

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  City Year

  Sept 1997 - May 1998

  Sales Team Member
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  Brown & Co.

  Dec 1999 - Dec 2000

  Call Back Supervisor

  Reviewed the wires and distributed them to my team to call back the client with trade confirmations. Prior to the market opening, printed out that days run to review the daily dividend and stock splits reports. Reviewed all clients’ accounts to confirm that they received their dividends or stock splits and adjusted as needed. During high volume days, assisted the trade desk by correcting erroneous trades. Maintained the recorded service line and pulled recordings as requested as necessary by management for compliance due diligence. Show less

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  Merrill Lynch

  Dec 2000 - Jan 2019

  My present role is working with sophisticated clients on option trades. We analyze current market conditions, and then seek companies with the highest volatility to implement our option trading strategies to maximize the clients’ gains, while working towards minimizing their risk on each option position. We will buy / sell options that have weekly or monthly expiration, whichever is the most beneficial. I have serviced High Net Worth Clients: deposits, distributions, journals, transfers, and bank wires. I have setup coverage for the receptionist desk as needed and processed all out-going mail. I have beencross trained as a client associate, and covered multiple desks as needed. I have liaised with Client Relationship Manager and Office Management Team as necessary to resolve client related issues. Serviced High Net Worth Client deposits, distributions, transfers, and bank wires. Setup coverage for receptionist as needed and processed all out-going mail. Cross trained as Client Associate and as a result, provided in house Associate coverage. Liaised with the Client Relationship Manager and Office Management Team as necessary to resolve client related issues.

  • Senior Registered Client Associate

    Sept 2012 - Jan 2019

  • Investment Advisor

    Sept 2009 - Sept 2012

  • Operation Associate

    Dec 2000 - Sept 2009
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  Morgan Stanley

  Mar 2019 - Jul 2019

  Virtual Financial Advisor

  Provided world-class customer service for clients of both advised and self-directed business through inbound and outbound telephone calls. Reviewed client accounts to ensure profile information accuracy. Facilitated registered transactions and verified client requests appropriately. Set expectations around timelines and adhered to those stated expectations.

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  Walt Disney World

  Nov 2019 - now

  Sales and solutions Agent

  Our Internet Help Desk team will answer phone calls and assist our guests concerning their website experience through troubleshooting and procedural means. A successful Agent must display both strong computer knowledge and strong guest service abilities to assist the guest beyond the technical error or browsing of the product to the completion of a revenue generating website interaction. Our Agents have the responsibility to maintain a positive overall relationship within the Disney Reservation Center Help & Support team in addition to all other partnering departments of the Walt Disney World® Resort to include Marketing, Walt Disney Parks and Resorts Online, Guest Services Call Center and Guest Services. Based on operational need, our Agent may assist with other departments within the Disney Reservation Center. Show less

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  State Farm

  May 2023 - Jul 2023

  Claims Adjuster
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  USAA

  Sept 2023 - Feb 2025

  Customer Service – Property Claims

  As a Claims Contact Center representative, your role is to serve as the first point of contact for Property First Notice of Loss (FNOL) claims. You will focus on creating thorough loss reports, verifying coverage, and setting up appropriate services to proactively move claims forward to the furthest point in the process. This will also include responding to status inquiries from various parties. In this role, you will make a difference to our members as you deliver best in class customer service through setting appropriate expectations, proactively communicating and providing advice to deliver appropriate solutions to the member. Show less