Maria Sonderman is a high-level professional, that works in The Standard main office of which is in 101. as a Participant Services Representative from 2017. Maria Sonderman gained professional experience in more than 16 positions at various companies. Maria Sonderman went to the Xavier University and received education there from 1986 to 1990. This person has the following professional qualifications: Life and Health Insurance License. Cincinnati, Ohio is the city, where this professional was known to settle. Maria's contacts are accessed through this website by request.
Name variants:
Mary Sonderman
Last updated Jun 03, 2024
Contact Information
Workplace
Participant Services Representative
Portland, OR
Industry
Financial Services, Lessors of Nonresidential Buildings (except Miniwarehouses)
Colleagues
Work History
Participant Services Representative
1100 southwest 6Th Ave, Portland, OR 97204
Provided specialized services to 401K participants in all aspects of their plans provisions. Educated participants on their investment options and implications of taking a loan from a 401k p...
Nov 2017 — Jun 2018
Brokerage Operations- Managed Account Processing
Served as Managed Account Processor within Brokerage Operations for this multinational financial services corporation. Responsible for reviewing funding paperwork in Extract (DMS system) for...
Feb 2017 — Jun 2017
Brokerage Client Services
1 Financial Way, Cincinnati, OH 45242
Provided specialized support to Financial Representatives as a Brokerage Client Services Specialist for this full-service broker / dealer. Addressed paperwork requirements and system navigat...
Nov 2013 — Oct 2016
Client Relationship Manager
10250 Alliance Rd #125, Cincinnati, OH 45242
Prepared and updated client documents for annual client financial reviews.
Provided excellent client service to ensure a satisfying and memorable client experience.
Effectively prioritize...
Mar 2013 — Sep 2013
Sales Operations Coordinator- Contractor
Identified and implemented a more efficient way to reconcile trades in the Fund Space Trade reconciliation system.
Reviewed and documented improved procedures for daily departmental tasks,...
Apr 2012 — Jul 2012
Sales Operations Coordinator- Contractor
Cincinnati, OH
Apr 2012 — Jul 2012
Senior Broker Dealer Specialist
270 Park Ave, New York, NY 10010
Served as a Senior Broker Dealer Specialist monitoring and processing NSCC mutual fund trades and Networking maintenance records for 10 mutual fund clients within stated deadlines. Recognize...
Jan 2005 — Mar 2012
Broker Dealer Specialist
Coordinated e-mail notifications to the broker dealer community concerning mutual fund openings, closings and mergers.
Developed the workflow and procedures for obtaining new selling agree...
Jan 2001 — Jan 2005
Shareholder Service Representative
Responded to a high volume of telephone inquiries that set a departmental record for the most calls received in a month.
Excelled in working independently and as a team player to enhance d...
Jan 1998 — Jan 2001
Shareholder Service Representative
Cincinnati, OH
1998 — 2001
Customer Service
Created procedures for daily processing tasks that improved workflow and enhanced overall performance of the Operations Department.
Received a commendation from senior management for the a...
Jan 1993 — Jan 1998
Teller
Developed procedures to make daily tasks more efficient. Managed a multitude of daily tasks while still ensuring the highest level of accuracy.
Jan 1992 — Jan 1993
Education
1986 — 1990
Occupations
Sales Specialist
Relationship Manager
Representative
IT Professional
SalesForce Administrator
Accountant
Finance and Accounting Specialist
Executive
Chief Administrative Officer
Account Service Manager
Customer Service
Database Administration Professional
Database Administrator
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Trading
Strong Client Service Ethic
Highly Organized
Strong Communication Skills
Strong Problem Solving Skills With Attention To Detail and Accuracy
Customer Relationship Management
Customer Service
Microsoft Excel
Microsoft Word
Leadership
Time Management
Teamwork
Event Planning
Financial Services
FAQs about Maria Sonderman
What is the main profession of Maria Sonderman?
Maria is a Participant Services Representative.
What are the profession of Maria?
These person's professions are Sales Specialist and Relationship Manager
Where does Maria Sonderman live?
Cincinnati, Ohio is the place where Maria Sonderman currently lives
Does the professional have the email address?
ms**@yahoo.com is Maria's email address.
Where did Maria Sonderman work?
Maria Sonderman worked at The Standard, Fidelity Investments-Veritude Contractor.
What education does Maria Sonderman have?
Maria studied at the Xavier University from 1986 to 1990.
Are there any certifications, that Maria Sonderman has?
This professional received the following certifications: Life and Health Insurance License.
Are there any professional industries Maria Sonderman is connected to?
Maria works in Financial Services industry.