Gm Client Service Onboarding Senior Associate resume example with 12+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105(555) 432-1000, resumesample@example.com
Summary
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
Highlights
Guest services
Inventory control procedures
Merchandising expertise
Loss prevention
Cash register operations
Product promotions
Accomplishments
Experience
04/2015 to PresentGM Client Service Onboarding Senior AssociateArrowstreet Capital | Waltham, MA,
Work closely with sales team to draft transition management contracts for clients Initiate KYC/AML review as per current regulatory environment and State Street's enhanced compliance policy Coordinate with multiple internal clients and groups in order to onboard new funds for currency management Work with team to develop new procedures and databases to help streamline the current onboarding process for both Transition and Currency Management Coordinate with the legal team to assure that the client has full transparency of the contracts they are signing.
09/2014 to 04/2015Client Service Operations Associate IIState Street Corporation | City, STATE,
Primary operational day to day contact for clients as required Monitor receivables/billing collections Perform research and resolution on exception items; escalate unresolved issues to management as needed Support internal risk and compliance profiles and respond to inquiries from client auditors as needed Liaise with centers of excellence (COE's), shared service teams, and other business units as required to escalate and resolve client's service/ operational issue.
11/2012 to 09/2014Client Relationship AssociateState Street Corporation | City, STATE,
Review and validate all daily activity to assure that all outgoing information and data is accurate Train new hires on the reporting procedures and ensure that all reports are turned in well before deadline Create metrics and logistic excel sheets for the Client Service Officers that assist in monitoring client activity Respond to inquiries quickly and concisely Form and maintain relationships with different groups across the bank in order to aid in the research and resolution processes.
08/2011 to 10/2012Trade Processing Operations Temporary AssistantBrown Brothers Harriman & Co | City, STATE,
Communicate professionally and constructively with different teams of the company as well as external clients to effectively resolve issues in order to minimize risk and exposure by assuring that all necessary documents were kept up to date Simplified and reconstructed procedures after gaining a deeper understanding of the group's purpose and the role they contributed to the bank as a whole Saw to the training to all oncoming temporary processors, while performing audit checks of their work Served as point of contact for department AVP while she was traveling to India to assist in training the new Infosys team Responded to and fielded inquires in the AVP's absence and helped manage the team in her absence.
Supported the oncoming Infosys team in India by leading their training and performing regulatory audit checks to ensure they understood all procedures and purposes of the group Attended meetings with the managers of the Infosys team in India alongside the AVP and VP of the department to further clarify procedures and respond to any inquiries that they had.
06/2007 to 08/2010Fund Administration Summer InternState Street Corporation | City, STATE,
Lessened the groups workload by taking over daily, weekly, and monthly calculations for different fund accounts as well as seeing to the completion of other tasks from management Prepared financial reports to assist management with understanding key performance drivers Assisted with the archiving and delivery of sensitive documents Used knowledge from meetings to gain an understanding of the team's work so as to better review their reports before submitting to upper management Demonstrated exceptional work ethic and leadership skills, which warranted an invitation for the following summer.
Education
Expected in 2011Bachelor of Science | Business Marketing/CommunicationsLeMoyne College, Syracuse, NYGPA: GPA: 4.0 Business Marketing/Communications GPA: 4.0
Expected in PresentMiscellaneous
Bartender at Seaport Tamo Terrace | , , GPA: Responsible for the set up and break down of the bar before every shift Make sure that the bar remained stocked to satisfy guests request Prepare large numbers of drinks within a short amount of time Create and maintain relationships with bar regulars Maintain professionalism display patience when communicating with difficult or foreign guests Vice President of Public Relations for State Street Toastmasters
Interests
Plan community relations programs, events, and activities for YPEM members including, but not limited to, volunteering at local cancer fighting organizations, grassroots giving campaigns, and organizing fundraisers
*Recruit and coordinate members to volunteer at YPEM events and Expect Miracles Foundation Events
Affiliations
Additional Information
Plan community relations programs, events, and activities for YPEM members including, but not limited to, volunteering at local cancer fighting organizations, grassroots giving campaigns, and organizing fundraisers
*Recruit and coordinate members to volunteer at YPEM events and Expect Miracles Foundation Events
Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.