Management Customer Service

Dear Human Resources,

I would like to express my interest in joining 3K Consulting Inc. as an Administrative & Client Service Representative.

My eight-year background in management services combined with my educational credentials and relationship management techniques will make me a valuable addition to your business function.

Over the years I have developed into an operational services partner to the various business lines I worked with. I believe it is paramount for all services professionals to have a solid understanding and firsthand experience in the business they support. I pride myself on my ability in adapting to change and in building effective relationships in the workplace and externally with outside vendors. I am often complemented on my ability to serve all of my clients with efficiency and with care.

I am a client-focused, hands-on, results-oriented service professional. I am experienced and have been responsible for many aspects of client service operations which include communications, logistics management, cash management, accounting, administration, accounts payable, accounts receivable, corporate banking and treasury operations. I place high interest in keeping up to date with management operations through our firm network.

Recently, I have completed the Risk Assessment course at the University of Toronto. Additionally, I have completed my Diploma in International Management, the Investment Funds in Canada and the Branch Compliance Officer licensing courses while working full-time. This includes knowledge of strategic organization and operations, business administration, financial management and compliance.

I am willing to exhibit my organizational and time management skills and to learn quickly, problem solve and transfer my skills towards a new and challenging full-time position. As a part of your team I will contribute my high energy, passion for research, excellent client service and written communication skills, strong advisory skills and professional ethics, strong decision making and analytical skills, and positive team player attitude.

Thank you for taking time to review my resume. I am looking forward to the opportunity to meet with you personally. I can be reached at 647-***-****.

Sincerely yours,

Joel Rafols

Joel Rafols

709 – 220 Redpath Avenue Toronto ON M4P0A4 647-***-**** ********@*******.***

Operations Professional, Personable and Excellent Client ServiceGreat Attention to Detail, Experienced in Fast-Paced EnvironmentsAdaptable and Quick in Learning New Computer Systems and Processes

EXPERIENCE

JPMorgan Chase Bank, N.A., Treasury and Securities Services

iTRAN Operator/Processing Specialist (Part-Time), 200 Bay Street office, Sep2011 - Presentresponsible for corporate banking deposits (A/R) for clearing via Royal Bank of Canadaresponsible for the distribution of cheques and scannable coupons for team processingtroubleshoot and identify any issues when processing receivables via iTRAN equipmentparticipate in Quarterly board presentations (i.e. Quality, Productivity, Risk)

Deloitte & Touche LLP, Management Services

Promoted to Administrator (Full-Time), Deloitte 5140 Yonge Street office, Dec2005 - Sep2011

People Managementmanaged daily courier run schedules within the GTA, SWO and Canada (17 locations)managed daily external vendor deliveries via Ascent software system and Excel (i.e. Fedex, UPS, Purolator, DHL, Canada Post, Grand & Toy, TNT, etc.)troubleshot and completed client requests and acted responsibly with efficient, timely and safe operation of Deloitte Management Services at all GTA locations (8 locations)

Client Servicedelivered outstanding customer service to a diverse group of clients including Financial Advisory, Enterprise Risk, Consulting, National, IT, Tax, Audit, HR, Private Client Services – Global Network of over 170,000 employeeseffectively communicated and developed relationships with internal clients and external vendors in various locations across North America, Asia, Europe and Middle East

Promoted to Coordinator (Full-Time), Deloitte 121 King Street office, Mar2005 – Dec2005

Finance and Operationssupported quotation processes and provided costs estimation and data entry on shipping servicesparticipated in operational improvement activities and continued to evaluate and integrate the internal processes used in our business unit to streamline and increase productivity

Clerk (Full-Time), Deloitte 79 Wellington Street office, Dec2003 – Mar2005

Administrationfamiliar with Freight and Customs Brokerage documentationmanaged all cheques / chargebacks / expenses / proposals (RFPs) / invoices / faxesmanaged data entry and monthly tracking and reporting of all incoming / outgoing couriers and mail

CONTINUING EDUCATION

Risk Assessment course, University of Toronto, 2012Investment Funds in Canada course, Canadian Securities Institute, 2011Branch Compliance Officer course, Canadian Securities Institute, 2010

EDUCATION

Diploma, International Management (Online), University of Liverpool, 2011Certificate, Management and Leadership, MIT Sloan School of Management, 2007Opera / SoftTrac / DocNetics Software, Windows, Aderant Expert / Citrix XenApp, Peoplesoft, Skillsoft, RightFax, Ascent, MS Office, Adobe Acrobat, Powerpoint, Cognos, Oracle Financial Software, SAP, Great Plains, Lotus Notes

VOLUNTEER

Hedge Funds Care Canada

Member of Gala Committee, Aug2009-Nov2009

international charity that promotes the prevention and treatment of child abuse

ACHIEVEMENTS

Mid-Year Rating 2012 (Meets Expectations) At JPMorgan Chase Bank, N.A.Year-End Rating 2011 (Meets Expectations) At JPMorgan Chase Bank, N.A.Member Of United Way Committee At JPMorgan Chase Bank, N.A. Recognized As Top 2% Performer At DeloitteReceived 5 Year Milestone Award At DeloitteFormer Member Of Emergency Evacuation Team At Deloitte

HOBBIES

Reading business and financial articles from Fast Company, Bloomberg, CNBC, Reuters, McKinsey Quarterly, Global Finance, Harvard Business Review, World Economic Forum Sports and International Travel

References and transcripts available upon request.

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