Client Service Associate

CYNTHIA ULOKAMEJE

Jersey City, NJ 201-***-**** **********@*****.*** www.linkedin.com/in/cynthia-ulokameje Senior Client Service Associate

SUMMARY

Dynamic and results-oriented Client Service professional with over 5 years of comprehensive experience in sales and client service within technology and finance sectors. Adept at leveraging technical acumen and market insights to cultivate and deepen client relationships, driving business growth through customized solutions. Recognized for exceptional problem-solving capabilities and the ability to enhance customer engagement through strategic sales support and solution-oriented approaches. Strong communicator and team collaborator, with a proven track record of exceeding client expectations and achieving sales targets. EXPERIENCE

Equiniti Trust Company, LLC Ridgefield Park, NJ

Senior Client Service Associate – Events Processing 01/2022 – 07/2024

• Delivered US equity plan solutions for 100+ clients, overseeing restricted stock vesting, ESPP allocations, and dividend execution.

• Maintained 99% data accuracy in Salesforce through precise entry and validation of all client vesting updates.

• Onboarded and developed 15% of new clients through strategic relationship-building and proactive support.

• Conducted platform demos and trained cross-functional teams to enhance system navigation and reporting skills.

• Supported tax season processing for 100% of assigned clients, ensuring compliance with all internal policies.

• Mentored and coached 7 team members, improving productivity and task execution through structured goal setting. Sales Engineer Simulation, Careerist.com Remote

Sales Engineer Intern 01/2023 - 04/2023

• Created and presented live demos of Salesforce CRM, addressing real-time client objections and integration needs.

• Collaborated with peers in simulated B2B sales scenarios, offering constructive feedback and objection-handling techniques.

• Conducted deep-dive analysis of 10-K reports to identify barriers and align CRM capabilities with customer goals.

• Upsold relevant CRM features based on client profiles, enhancing satisfaction and potential ROI. Brown Brothers Harriman Jersey City, NJ

Operations Intermediate Specialist – MFS Account Opening 01/2021 - 12/2021

• Processed documentation for 200+ fund accounts, ensuring compliance and data quality across internal systems.

• Handled 70% of daily transaction reconciliation with <1% error rate, reducing downstream processing risks.

• Worked cross-functionally with Risk and Compliance teams to resolve inquiries and maintain data integrity.

• Supported onboarding efforts, contributing to improved turnaround time and client satisfaction. American Stock Trust & Transfer Company (AST) Ridgefield Park, NJ Client Service Associate – ESPP 09/2018-05/2020

• Processed time-sensitive restricted stock releases for multiple high-value clients within established deadlines.

• Increased operational efficiency by 10% through optimized reporting and vesting tracking workflows.

• Maintained a Salesforce-based database of client preferences and timelines, improving response time and personalization.

• Verified and reconciled daily reports for >20 client accounts, ensuring accuracy prior to distribution. LEADERSHIP EXPERIENCE & ACTIVITIES

Gamma Kappa Chapter of Zeta Phi Beta Sorority Inc. 05/2017 - 05/2018 President New Brunswick, NJ

• Established and implemented organizations objectives, mission statement and value system while leading and fostering positive relationships between executive team and club members

Rutgers Telefund 09/2017 - 05/2018

Student Ambassador New Brunswick, NJ

• Raised over $20,000 to fund various development initiatives at Rutgers University through cold-calling and ranked as a Top 2 caller EDUCATION

Rutgers University, Rutgers Business School – New Brunswick, NJ May 2018 Bachelor of Science in Finance, Minor in Theater Arts SKILLS

Technical: Microsoft Word, PowerPoint, Excel (VLOOKUP, Pivot Tables, Macros), Outlook, Access, SQL, Salesforce, HubSpot, Financial Analysis, QuickBooks, Oracle, JIRA, Cloud Computing, Tableau, Python Key Skills: Sales Cycle Management, Discovery & Qualification, Strategic Business Development, Goal Setting & Forecasting, Customer Retention, Demo Presentation, Agile/Scrum Methodologies, Project Management Interpersonal: Customer Service, Public Speaking, Adaptability, Collaborative, Event Planning, Time Management, Community Outreach Languages: Fluent in English, Igbo (Nigeria); Limited working proficiency in French CERTIFICATIONS

Certified Scrum Master March 2025

Scrum Alliance

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