Livecareer-Resume
Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Summary

Enthusiastic individual with superior skills in working in both team-based and independent capacities. Bringing strong work ethic and excellent organizational skills to any setting. Excited to begin new challenge with successful team.

Skills
  • Client service-driven
  • Service level agreements
  • Service operations management
  • Banking and financial services background
  • Issue and conflict resolution
  • Key accounts and territory management
Education and Training
William Patterson University Wayne, NJ, Expected in 05/1984 Bachelor of Arts : Urban Education And Leadership - GPA :
Experience
Aew Capital Management - Assistant Vice President
Boston, MA, 01/2007 - 07/XXX4
  • Managed and supervised the Investment Advisers and Third Party implementations for customers with revenue of 10MM.
  • Maintained and supervised high profile clients new and incremental setups through all aspects of the Citidirect for Securities Electronic Banking implementation including funding methods, data validation and training client personnel.
  • Supervised and managed the assigning of the Citidirect for Securities requests mailbox to my colleagues to process client's securities transactions, custody reporting, securities fund reporting, corporate actions inquiries and new client's setups.
  • Worked with regulatory representatives to complete accurate filings and maintain compliance.
  • Liaison and facilitated with the Information Technology team to resolved implementation issues as necessary to meet the client's needs to keep operations and workflows running smoothly.
  • Provided support for the Information Technology team weekend checkouts to generate new Citidirect for Securities dummy ID's, new criteria's, access profiles for custody reporting, securities fund reporting, corporation actions and securities transactions applications.
  • Telecommuted three days a week and worked two days in the Jersey City, N.J. office.
Payscale - Senior Implementation Manager
Oh, OH, 04/1994 - 12/2006

Jessica

  • Supervised and managed the Investment Advisers and Third Party Implementations for customers with the revenue of 1MM.
  • Executed and processed the standard and complex Foreign Exchange trades securities transactions to ensured timely execution and accuracy to avoid failure of trade execution.
  • Reconciled securities daily trade settlements, client trade queries and processed Fed wire payments for the Foreign Exchange trades.
  • Kept documents moving in proper flow by applying strong organizational, planning and multitasking abilities.
  • Investigated and resolved failed trade rejects, overdrafts, treasury claims, and reconciliation issues.
  • Lead project manager for the migration of clients away from the usage of faxing trades to the New Citibanking Electronic Banking platform.
  • Monitored calendars and scheduled clients onsite Citibanking software installation application and training appointments based on the Information Technology technician availability and established load limits.
  • Minimized the need for costly customer onsite visits by utilizing webinars and scheduling conference calls as a first selection.
  • Filed accurate weekly, monthly, quarterly regulatory paperwork and maintained organization to support smooth audit processes.

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Resume Overview

School Attended

  • William Patterson University

Job Titles Held:

  • Assistant Vice President
  • Senior Implementation Manager

Degrees

  • Bachelor of Arts

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