Shareholder Services Specialist V - Part-time Resume Example

• Salvage business relationships and retain assets by diplomatically negotiating resolutions with discontented clients; utilize solid problem solving skills to formulate inventive solutions.
• Exceed clients' expectations by swiftly addressing problems, probing for additional concerns and demonstrating commitment to solution.

• Streamline existing electronic funds transfer service to reduce transaction time by 40%; benchmark competitors' services and utilize work process mapping.
• Create prototype options form to simplify account maintenance procedures for shareholders.
• Propose product/service changes to increase satisfaction based on trends identified through detailed research and analysis of client feedback.
  

• Boost quality levels and achieve 5 star quality rating for Management Company by spearheading cross-site quality meetings to ascertain preventative measures. 
• Meet competitive service demands by collaborating with internal clients and external vendors to redefine key business unit indicators.​

• Update corporate procedure databases to maintain consistency and realize contracted quality levels.
• Generate clear, concise correspondence to inform clients of account resolution steps.
• Successfully respond to annual internal audit review by applying detailed technical knowledge and thorough research methodology.
  

• Conduct formal project presentations, training sessions and department overviews to share expertise.
• Promptly disseminate procedural and product information as primary liaison between multiple stakeholders.​

PROJECT MANAGEMENT

• Maintain continuous alignment of project scope with business objectives and make modifications to achieve best results.
• Define and initiate projects; manage project implementation, schedule and performance to ensure project success.
• Lead Continuous Improvement Process projects and quality initiative project to result in a 33% improvement in quality ratings for a $50 billion dollar client.