team leader resume example with 20+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

Organized Team Leader builds positive rapport, inspire trust and guide teams toward achievement of organizational goals. Strong facilitator adept at working cross-departmentally with co-management and top-level leadership. Excellent trainer and mentor.

  • Client Service
  • Daily workflow improvement
  • Dependable and Responsible
  • Understanding Customer Needs
  • Verbal and Written Communication
  • Multitasking and Prioritization
  • Establishing and Maintaining Customer Relationships
  • Team-Oriented and Cooperative
  • Strong Analytical and Problem Solving Skills
Work History
02/2021 to Current Team Leader Divisions, Inc. | Chicago, IL,
  • Lead team of 3 client service representatives while providing exceptional prime brokerage client service for top-tier hedge funds and institutional clients.
  • Cross-train and mentor client service representatives to build strong relationships with clients through positive attitude and attentive responses.
  • Establish open and professional relationships with team members to achieve quick resolutions for various issues.
  • Improved and implemented new process to automate the distribution of margin calls creating efficiency, reduction of risk and ensure calls are issued prior to service level agreements (SLAs).
  • Maintain customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.

06/2007 to 02/2021 Client Service Representative Cu*Answers, Inc. | Grand Rapids, MI,
  • Partner with sales/origination, integration, execution, futures, stock loan and other product areas to escalate and resolve high priority client issues.
  • Act as the first point of contact for several top-tier hedge fund and institutional clients that utilize quantitative, FX, synthetic, equity or fixed income strategies.
  • Manage and develop strong relationships with clients covered in order to organically increase firm revenue and encourage customer brand loyalty.
  • Pioneered coverage of the first tri-party and high volume FX client on the firm's US platform - coordinated and collaborated with product, operations and technology teams to model and implement new processes to on-board and accommodate clients.
  • Liaise with domestic and international integration, execution, futures, stock loan, corporate action and various other products teams in order to fulfill client day-to-day and ad-hoc requests in a timely manner.
  • Engage and work closely with our product and technology teams in order to test new initiatives in the pipeline that improve and enhance the firm's product offering.
  • Proactively search to remove inefficiencies within current procedures to increase productivity and provide better ways to accomplish team goals.
  • Train junior client service representatives on in-house proprietary systems and operational flows and best practices.
  • Monitor and ensure margin calls, stock loan, interest, option and ticket charges are collected and reflected correctly.
  • Coordinate and conduct monthly and periodic reviews of clients covered.
05/2006 to 06/2007 Senior Portfolio Accounting Representative Altice Usa | New Franklin, MO,
  • Specialized in the Advent Geneva Portfolio Accounting division within the group.
  • Supervised and trained the offshore team based in India on performing their daily reconciliation duties.
  • Liaised with technology, operations, pricing, and corporate actions groups in order to resolve high priority and escalated issues related to portfolio accounting reporting.
  • Oversaw the progress and implementation of new releases that impacted Geneva-based reporting by working closely with the project management and technology teams – included full testing of potential releases in the UAT environment prior to their deployment into production systems.
  • Communicated with Portfolio Accounting clients and their respective client service representatives in order to fulfill specific client requests, meet their expectations and provide outstanding service.
  • Monitored the differences between custody and Portfolio Accounting reporting.
  • Trained client service representatives on how to amend select transactions in Geneva on their own.
01/2001 to 05/2006 Senior Portfolio Administrator Ursus Capital | City, STATE,
  • Managed and oversaw complete equity trade activity from the entering, executing, booking, processing to the settling of all trades using Advent’s Axys and Geneva accounting platforms.
  • Worked closely with prime brokerage client representatives and executing brokers to resolve outstanding and high priority issues.
  • Managed and ensured corporate actions were booked promptly and accurately in Axys.
  • Supervised and trained portfolio assistant to deal with daily activities and operational issues.
  • Executed an average of 250 thousand shares, or $5 million per day, as directed by the portfolio manager of a biotechnology hedge fund through various ECNs.
  • Reengineered and automated former trade entry/booking system which reduced daily operations by one hour and significantly minimized manual errors.
  • Worked closely with in-house controller and provided a preliminary performance number after monthly reconciliations were complete.
  • Maximized yearly tax deductions by preventing the creation of wash sales, and offered solutions to remedy existing issues prior to year-end.
  • Maximized after tax profits by determining optimal timing of short-term and long-term trades.
  • Managed position imbalances between funds with respect to their assets.
Expected in to to Bachelor of Arts | New York University, New York, NY GPA:

FINRA Series 7, Series 63

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Resume Overview

School Attended

  • New York University

Job Titles Held:

  • Team Leader
  • Client Service Representative
  • Senior Portfolio Accounting Representative
  • Senior Portfolio Administrator


  • Bachelor of Arts

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