Customer Service Manager

Ankur Patel

** ****** **.

Marlton, NJ *****

856-***-****

*********@*****.***

EXPERIENCE:

Liberty Tax Services 2007 -

April 2010

Office Manager

. Prepares individual and business taxes

. Supervise four other tax preparers

. Compile daily reports, weekly employee schedules, and payroll

. Ensures tax, policy and procedure changes are enforced, as well as

quality customer service

. Forecast budget and marketing focus for upcoming year for two offices

BNP Paribas, King of Prussia, PA 2006

- 2007

Fund Accountant

. Purchased, redeemed, and booked mutual fund trade orders on a daily

basis. Executed foreign exchange conversions to allow purchases in

different currencies

. Updated daily NAVs using Bloomberg

. Confirmed share balances, activity, matrix level, trading agreements,

fee schedules, and dividend reinvestments with fund companies

. Updated and managed NSCC networking reports

. Helped with account reconciliation and settlement of clients' accounts

. Made journal entries on the SIS system to credit and debit activity on

clients' accounts

. Prepared wire forms and executed transfers to clients' accounts using

Wilco and SIS systems

Sunbridge Health Care, Camden, NJ

1999 - 2001

Data Management and Payroll

. Provided data entry for a rehabilitation clinic (therapy hours for the

patients and workers)

. Made sure that all patients' hours are listed for future therapy

scheduling

. Handled payroll for employees on a weekly basis

EDUCATION:

TEMPLE UNIVERSITY, Fox School of Business & Management, Philadelphia, PA

. Bachelor of Business Administration, Graduation: May 2006

. Majors: Finance and Real Estate

. GPA: 3.25

COMPUTER SKILLS:

Master the specifics of an array of computer applications including

Microsoft Word, Excel, PowerPoint, Outlook, Access, Bloomberg, Business

Objects, SIS (Securities Industry Software), and Wilco (Gloss).

ACTIVITIES & AWARDS:

. Member, Financial Management Association, 2004-2006

. Volunteer, Metro Camden Habitat for Humanity, August 2006-2007

. Member, Indian Society At Temple, 2001-2006

REFERENCES AVAILABLE UPON REQUEST

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