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Client Service Professional

Location:
Brooklyn, NY
Salary:
negotiable
Posted:
February 09, 2019

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Resume:

Darlene Ellerbee

BROOKLYN, NY • 917-***-****

ac8fx0@r.postjobfree.com

SUMMARY OF QUALIFICATION

High-energy, focused Client Service Professional with deep experience in financial operations and expertise in a wide range of functions including client issue resolution, meeting on-call deadlines, and implementing enhanced technology to increase productivity. Able to work under pressure and in high-volume, domestic and international environments. Excellent communication and interpersonal skills; recognized as a positive self-starter and able to excel working both independently and with a team. Strong problem-solving, decision-making, and analytical skills, and proven ability to thrive in fast-paced, deadline-driven environments. Creates and nurtures a property environment that emphasizes motivation, empowerment, teamwork, continuous improvement and a passion for providing service. Understands the importance of employee and client satisfaction. Seeking a new opportunity role within the airline branch where my strong technical and communication skills will contribute to the continued success of a professional team.

Skills:

Strong problem-solving, decision-making, and analytical skills, and proven ability to thrive in fast-paced, deadline-driven environments.

Excellent communication and interpersonal skills; recognized as a positive self-starter and able to excel working both independently and with a team.

Extensive knowledge of financial operations and expertise in a wide range of functions including client issue resolution, meeting on-call deadlines, and implementing enhanced technology to increase productivity

In-depth knowledge of the techniques of customer service

Proficient with computer applications, calculators, and other office equipment

Good communication and interpersonal skills to effectively interact with members. Ability to use tact and maintain confidentiality of financial information.

Multitasking skills and has the ability to work under pressure

Understands the importance of employee and client satisfaction

Works well under pressure and in a fast-paced environment

Proven stamina and ability to maintain and exceed organizational goals

Willingness to take initiative and work independently as well as work as a team and work well under direction

Highly proficient in Microsoft Office Suite as well as utilizing computer software programs

Work Experience:

Leave of Absence 2018

Full-time caregiver during family member’s illness

US Tech Solutions/ BNP Paribas, New York, NY

Operations – Delta One Customer & Trade Support

June 2017 – December 2017

Receiving and verifying firms’ books and records

Assisted major investment banking traders and clients with a wide range of financial services and products

Verifying transactions and processing transfers

Monitoring trades and examining documents for negotiability and endorsement

Verifying cash totals and balancing cash transactions on a daily basis

Representing traders and clients in a courteous and professional manner

Goldman Sachs & Co., New York, NY

Senior Operations / Trade & Customer Support Specialist

January 2002 – December 2016

Assisted major investment banking traders and clients with a wide range of financial services and products

Explained service and products of the bank to clients as per their financial requirements

Ensured the accuracy of trading positions in FO system, corrected all discrepancies originated by system bugs, input mistakes, information loss.

Mitigate risk by reconciling discrepancies between the trading desk’s positions and the firm’s books and records

Opened and closed accounts as well as order check requirements for clients

Prepared and maintained account files for reference in future

Resolved client queries on deduction options, interest and dividend rates and available accounts

Prepared presentations and reports in an accurate manner

Excelled in a challenging, time-constrained environment, processing trades and booking tickets in a timely manner to ensure client and customer satisfaction

Implemented and enforced internal controls and security measures in accordance with firm policy

Ensured the security and confidentiality of all account and related information

Assisted management with training newly hired staff and other necessary projects

Creates and nurtures a property environment that emphasizes motivation, empowerment, teamwork, continuous improvement and a passion for providing service

Achievements:

Consistently met volume goals, handling on average 56-60 reconciliations and opening 2-10 new client accounts per day; conducted new system flow buildout to abide by regulatory obligations and facilitate new business; worked with relevant teams to build test scripts and participated in UAT testing that resulted in firm-wide effectiveness with new regulatory and business obligations

Education:

Associate degree in Business Administration

Brooklyn College

Purdue University Global



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