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Sr. Client Relations Specialist Resume Example

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SR. CLIENT RELATIONS SPECIALIST
Summary

I am solutions driven and possess a unique combination of skills, including facilitation, basic problem solving techniques, root cause analysis, ability to view all sides of an issue, process mapping, quality assurance testing and documentation.

Highlights
  • Business process improvement
  • Advanced Excel
  • Exceptional communication skills
  • Scope and project definition
  • Advanced problem solving abilities
  • Critical thinking
Accomplishments

The management at JP Morgan provided extensive compliments about my job skills, commitment and knowledge during the 2012 client survey.


The testing for MRS (Management Reporting Systems) was very successful. No data errors have been found since moving into Production in 2007.

Experience
Sr. Client Relations Specialist
January 2012 to CurrentBoston Financial Data Services
  • I provide daily client services support for the client, JP Morgan. I interact with JP Morgan associates in multiple locations on a daily basis.
  • I provide Media support; including seven monthly and quarterly Investor Products, CDLY, liaison between BFDS, JP Morgan and DSTO, and coordinating two large Investor redesign projects.
  • I have created extensive documentation for all client services tasks and am currently training a new associate.
Senior Project Planner
December 2006 to December 2011Boston Financial Data Services
  • I managed the report development, design, testing, documentation, training, and roll out of the Management Reporting Systems (MRS) suite of reports.
  • The scope of the project was to cross nine AWD productions to capture 200 million records of data within one report suite.
  • I worked directly with two developers in Quincy, MA, built test scripts, and led a cross functional team to test the validity and integrity of the data.
  • MRS reports were rolled out for approximately one hundred managers in the East and Midwest and included extensive training, support and guidance.
  • Throughout this project, I also facilitated classes on Basic Problem Solving and Statistics when requested.
Unit Manager
June 2000 to October 2006National Financial Data Services
  • I worked as a quality consultant and taught two-day courses in Problem Solving and Statistics to all BFDS management and individual contributors.
  • I provided support to Midwest managers by facilitating meetings with all groups on their process improvement efforts and identified root causes of their issues by using basic problem solving tools.
  • I was a member of three corporate teams: Service Model, Standardization, and Productivity and Quality.
  • The Productivity and Quality Team worked with a Midwest programmer and developed, tested, trained, rolled out, and supported the PQ Tool (Productivity and Quality) to the Midwest.
  • I worked with the Standardization team to reduce the exceptions by client and maintained the BFDS-MW Procedure Library.
Unit Manager
January 1997 to January 2000National Financial Data Services
  • I managed a team of eight associates and the Goldman Sachs and Commerce Funds relationships with high quality results during a period of aggressive growth.
  • Primary responsibilities were problem resolution, daily client contact, approvals, monthly reports, weekly client meetings, quarterly investor statements, and year end coordination.
  • I worked very closely with the NSCC, DST, client services, and media support teams.
Team Coordinator/Supervisor
January 1995 to January 1996National Financial Data Services
  • I managed a team of six associates.
  • Additional duties included client relationship of Goldman Sachs and Commerce Funds, wire processing, approvals, problem resolution, and monthly reports.
Mutual Fund Rep/ Senior Mutual Fund Representative
January 1994 to January 1995National Financial Data Services
  • Answered incoming 800 calls, processed and quality checked transactions, wires and adjustments for Goldman Sachs mutual funds.
  • I assisted in successfully bringing on the startup fund, Commerce Funds, to NFDS.
  • I attended Series 6 training classes and became certified.
Education
1986Central Missouri State University － Warrensburg, MO
1984Oak Park High School － Kansas City, MO
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Resume Overview

Companies Worked For:

  • Boston Financial Data Services
  • National Financial Data Services

School Attended

  • Central Missouri State University
  • Oak Park High School

Job Titles Held:

  • Sr. Client Relations Specialist
  • Senior Project Planner
  • Unit Manager
  • Team Coordinator/Supervisor
  • Mutual Fund Rep/ Senior Mutual Fund Representative

Degrees

  • 1986
    1984

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