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Client Service Team Member

Location:
Jacksonville, FL
Salary:
50k
Posted:
November 29, 2023

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Resume:

LISSETTE QUIJIJE ***** Brightman Blvd., Jacksonville 32246

904-***-****

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

QUALIFICATION SUMMARY:

A constant Client Relationship Administrator in a global fintech company with $4 billion in revenue, who performs and delegates multiple duties in a respectful and professional manner, which practices a fair and consistent approach towards the staff, with an experience of overseeing their work while helping them to developed. An Associate that is dedicated to exceeding client expectations, maintaining strong and productive working relationships with customers to gain their trust while resolving complex client concerns. Manage day-to-day activities of the business with the responsibility of training some employees and assisting them to perform their work and excel in their daily assignments while being an independent contributor and a great team member. PROFESSIONAL EXPERIENCES:

Client Service Relations & Project Administrator 10/08- 05/23 BROADRIDGE FINANCIAL SOLUTIONS Edgewood, NY

• Build, establish, and maintain contact with mid-size and large clients to facilitate a positive and productive long-term relationship.

• Research and respond in a timely manner to complex or extreme challenging clients with regards to their requests and interests.

• Function as a Client Advocate and work to develop strong relationship between the client and all Departments.

• Dedicated to ensuring the timely and successful delivery of our products to meet client service needs, customer satisfaction and service level of agreement.

• Manage with effectiveness many platforms and procedures; suggest the appropriate recommendations to management to ensure daily operations are efficient.

• Understand and assists the client with the shareholder meeting process, product queries and market complexities (e.g. SEC or other market regulations).

• Ensure all clients data integrity audits timely and sufficiently responded to, and all deficiency responses are timely and sufficiently responded to.

• Prolific industry experience and skills to recommend product solutions, manage multiple projects, and remedy issues in a professional and timely manner.

• Detail oriented ability to multi-task, and excellent time management and follow-up skills.

• Focused on customer service and account retention, with a commendable record of retaining all key accounts.

• Ability to oversee confidential information.

Risk Analyst 01/07-09/08

EVO MERCHANT SERVICES Melville, NY

• Responsible focus was to identify potential risk issues that could lead into high-risk accounts, validated account information and account activities with business owners.

• Conducted business credit review, provided write-up of business summary, and performed MATCH on all new accounts.

• Supervised and analyzed portfolio(s) to ensure quality control by checking account applications with mainframe.

• Resolved merchant issues and put to closure all escalated merchant inquires per assigned accounts.

• Delivered immediate results while reducing potential losses to our Alliance Partners.

• Managed successful relationship with all Independent Sales Representative.

• Advice merchants of visa & master card regulations. Account Executive 07/02-12/06

FIRST DATA Bay Shore, NY

• Generated sales of various POS equipment and application for credit, debits, checks, and gift cards processing solutions, along with other merchant services products to regional and small businesses.

• Offered product knowledge of various POS equipment and application as well as thorough understanding of gateway and software integration solutions.

• Consistently exceeded assigned revenue target or quotas, and always representing the firm values of embodying the highest ethical standards and treating others with dignity and respect.

• Arranged new merchants with setting up VISA/MC, AMEX and Discover accounts.

• Troubleshot various terminal issues, identify opportunities, and offer solutions to merchants.

• Followed established procedures and guidelines according to the banking industry.

• Delivered sales and executed customer service activities to fulfill client needs and assisted the company in reaching its growth objectives through prospecting, direct sales, and marketing.

• Evaluated new and existing customer and partner credit worthiness.

• Determined appropriate credit risk, credit thresholds and credit risk mitigation.

• Prepared credit packages and communicated credit analysis to other departments. Evaluated specific customers, contractual, financial and sales documentation according to Credit Policy & Procedure and Industry Best Practices & Standards.

• Performed a variety of complex tasks and became the project lead when directed. Ensured customer accounts were current. Monitored customer delinquency, account research and dispute resolution.

• Enacted bad debt risk analysis to ensure appropriate risk, thresholds and risk mitigation were in place and maintained.

Assistant Branch Manager 01/98-05/02

North Fork Bank Huntington, NY

• Responsibled for supervising and directing branch personnel.

• Assigned, directed, coordinated, and reviewed all branch work.

• Proficient with regards to teller and platform operations and all other methods of service delivery in the branch.

• Familiar with all loan policies and procedures.

• Accountable for the efficient and accurate disbursal of loans at the local office level.

• Opened new accounts and cross-sells all other products and services.

• In the absence of the Branch Manager responsible for the operation of the branch.

• Maintained the Branch Manager fully informed on the conditions and operations of the platform and teller areas, and on all principal factors influencing the branch.

• Conducted performance evaluations of all branch staff and provided one-on-one assistance with product knowledge and expertise with regards to all cross-training. SPECIALIZED SKILLS:

• Highly experienced with all facets of client relations. ICS Online, Proxy Plus, Post Edge,

• Proficient in the use of MS Office Word, Excel, and PowerPoint.

• Ability to successfully manage multiple projects.

• Sound knowledge of report generation related to client activities.

• Solid understanding of billing and invoicing procedures.

• Good oral and written communications skills, Bilingual. EDUCATION:

Business Management, Suffolk County Community College, Brentwood, NY (09/01-06/02) Paralegal (Business Administration) Briarcliff College, Bethpage, NY (09/97-06/99) State of New York, Department of State, Real State License (2003) LQ



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