Customer Service Administrative Assistant

Jacqueline B. Saunders

** ******** *****

Lake Grove, New York 11755

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

631-***-**** (home) 631-***-**** (cell)

OBJECTIVE

To obtain a challenging position as where my experience and proven accomplishments will enable me to contribute to the company objectives.

Core Personal Strengths

Able to communicate effectively and interface at all levels.

Computer literate and proficient on multiple software packages as well as SalesForce.

Able to establish rapport with a variety of clientele and maintain a professional problem-solving manner.

Highly motivated, reliable, confident, and committed to professional standards.

Excellent organizational skills.

Ability to apply business ethics and human relation skills.

Experience dealing with a high volume of clients (Doctors) on a daily basis while maintaining a professional, customer service oriented manner at all times.

Able to effectively communicate with clients, co-workers, and contractor’s in-person, via e-mail, or regular business correspondence.

WORK EXPERIENCE:

Client Testing Group (CTG) - 10/2011 to 6/2024

- Mainframe

- Whitelist IP addresses

- Create scripts in QA and Production on the mainframe

- Test with clients

- Conversion (When clients has moved from one platform to another)

- Allocate Dataset (DSN)

-Provide basic analysis, issue resolution, and general inquiries in a timely manner and manage multiple client issues in a fast-paced environment. Appropriately communicate and escalate client concerns in a proper timeframe.

- Maintain an understanding of the clients business and processes. Build and retain client relationships and uphold superior levels of client satisfaction.

- Act as liaison between client and internal departments in facilitating issue resolution and/or software delivery.

- Knowledge of Broadridge Financial Solutions product lines: Global Proxy, Domestic Proxy, Conversions, EU Global, Logos, Quick Vote, MLP, Post Sale Prospectus, Class Action, Consolidated Data Feed, Holding, Reconciliation, Tax, Consent Management, and Mutual Funds.

- Monitor the effectiveness of the transmissions; make appropriate recommendations to ensure daily operations are efficient.

- Partner with Broadridge vendors: (Matrix, BPS, SEI, Sungard Phase III, Sungard Charlotte,

Accutech, Trustrite, Innovest, Infovisa, Thompson Reuters, Pershing, etc.) to plan and execute on schedules for various projects.

- Executive Administrative Assistant to SVP CTO, SVP, CIO and 8 VP’s (Temp 2/11 to 10/2011)

- Manage and maintain executive schedules

- Prepare invoices, reports, memos, letters, financial statements and other documents, using word processing, spreadsheet, database, and/or presentation software.

- Open, sort, and distribute incoming correspondence, including faxes and email.

- Greet visitors and determine whether they should be given access to specific individuals.

- Perform general office duties such as ordering supplies, maintaining records, management systems, and performing basic bookkeeping work.

- Prepare agendas and make arrangements for committee, board, and other meetings.

- Make travel arrangements for executives.

- Manage calendars

- Assist Clients

Some training in the following:

EDUCATION

American Real Estate School

Chubb Institute – Information Technology

Fort Hamilton High School

Some College at VSU (Virginia State University)

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