Customer Service Accounting

S usie G .Yee

**-** ** ****** *********, NY ***** Cell 646-***-**** *****.****@*****.***

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EXPERIENCE

H&R Block

Client Serving Professional- Queens, NY- Seasonal Jan 2014 to Apr 2014

Matched clients with the appropriate tax professional that corresponds to their needs

Managed the scheduling for the Tax Professionals and their clients

In charged of in store operations to ensure clients receive the best customer service

Ensured the register is balanced at the end of day

Credit Agricole

Consultant- New York, NY Jan 2005 to Oct 2010

Organized 50+ credit advices from the corporate office into designated customer folder

Compiled 25+ daily payment reports for traders to review

Analyzed and validated trader’s approval of release payments to ensure payment amount accuracy

Researched location of folders and documents upon requests

Assisted in compiling digital records of documents to eliminate hardcopy versions for efficiency

Dresdner Klienwort

Associates- New York, NY Jun 1982 to Dec 2004

Provided accounting and clerical support to the accounts department

Reconciled bank statements by comparing company records against corporate office records

Prepared payments for signature and invoicing for the paying/receiving department

Verified the accuracy of invoices and other documents to ensure rebate accuracy

Coordinated with the credit service department to ensure open items are closed

Organized 25+ customer bank statements daily to be sent out to customers

Created 120+ stock loan rebate folders monthly for bill settlements

Contacted brokers to confirm if either incoming or outgoing payments were correct

Developed payment templates for the fund transfer department for proper handling

Collaborated with the fund transfer department to ensure client transactions and requests are

accomodated timely

Approved 10 transfer funds request daily to accommodate clients fund request

Partnered with staff members to educate each other of our responsibilites to increase productivity

and maintain work flow

Union Carbide

Accounting Statistic Clerk- New York, NY Jun 1977 to Jun 1982

Verified product code and charge amount with the catalog to ensure items on the invoice were

accurately inputted and charged

Processed invoices for customer purchases highlighting the total amount to be billed

Managed accounts receivable to maintain a record of received payments

Compiled folders of customer transactions for company records and placed folders in designated

area

SKILLS

Computer: Microsoft Excel, Word, PowerPoint, Outlook, Summit, Anlos, Swift Payment, Gift

Systems Summit

Language: Fluent in Cantonese and Mandarin

EDUCATION

City University of New York – Hunter College 1974-1976

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