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Customer Service Management

Location:
Huntington Beach, CA
Posted:
July 31, 2015

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Resume:

William C. Diaz

**** ***** ****** / ********** ***** / CA 92647

714-***-**** / Email: acq06c@r.postjobfree.com

SUMMARY

I am a self-starting, results-driven professional with diverse account / project management and development abilities, while possessing strong customer service and customer relationship building skills. I can handle tight deadlines and stressful situations with ease, coordinating with many departments and manage many accounts concurrently.

Areas of expertise include:

Project Management

Customer Service

Account Management

Client Relationships

Client Retention

SEC Regulations

SEC Reporting

Filing Submission

Types

Printing – 4 C/P and

Web

XBRL Compliance

Typography

Microsoft and Excel

Adobe Acrobat

PROFESSIONAL EXPERIENCE

RR Donnelley Financial, Inc., Irvine, CA 1991-2015 (Bowne & Co., Irvine, CA 1991-2010 acquired by RR Donnelley in 2010)

Financial Services Account Specialist 3

Maintained full accountability for executing all facets and phases of daily project management activities including developing and managing client communications

Communicated with clients concerning compliance, transactional, registration statement, prospectus supplement and mutual fund printing

Coordinated and managed clients projects over various platforms, cities and countries

Developed strong working relationships with internal as well as external clients

Problem solved and acted proactively to solve before they became issue for clients

Worked closely with corporate executives, attorneys, auditors, SEC reporting managers regarding compliance and transitional filing with the SEC to ensure accurate and timely filings

Effectively achieved client goals and expectations, including providing superior customer service

Self-trained in proprietary software including composition functions, typesetting and XBRL functionality

Worked with IPO clients as well as well established clients ACTIVITIES AND INTERESTS

Family

Baseball

Fishing

Camping

Taking long walks with

my dog's

REFERENCES

Available upon request



Contact this candidate