Occupation:Financial Specialist |
Location:Brockton, MA |
Education Level:Bachelor |
Will Relocate:YES |
Description
Client Service Manager with extensive experience in financial service operations. A strategy thinker, sound analytical skills, customer relations and project management experience. Demonstrated ability to develop clear service vision and provide leadership in changing environments.
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Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
(Confidential) | (Confidential) | 9/2006 - Present |
State Street Corporation | (Confidential) | 3/1989 - 2/2003 |
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Education
SCHOOL | MAJOR | YEAR | DEGREE |
---|---|---|---|
Bentley College | Finance/Bank Management | 2000 | Bachelor Degree |
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Accomplishments
Highlights:
? Customer Service: Forged major working alliances with internal and external customers to reduce month-end financial statements processing time by 50%. ? Project Management: Successfully structured late cash sweep investment vehicle and earned the company and client 6% of overnight interest income. ? Revenue Generation: Led group to 15% revenue repatriation growth through weekly reconciliation of foreign cash. ? Client Relations: Achieved number one client recognition in division, through ad-hoc and best practice strategy.Companies I like:
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Job Skills
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Keywords
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Responsibilities
• Developed and maintained strong client relationships.
• Reviewed all client issues and made on site monthly visits to ensure client satisfaction.
• Participated in preparation of department budget and negotiated client fees.
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