CLIENT SERVICES REPRESENTATIVE – FINANCIAL SERVICES / BANKING
Versatile, high-energy finance services professional with demonstrated expertise in managing high profile multi-
million dollar client portfolios. Possesses excellent communication, analytical and portfolio management skills.
Delivers strong and sustainable effectiveness with equal expertise in capturing efficiency through process redesign
and performance management. Consistently applies critical thinking skills to develop new systems and enhance
existing operations and skilled in adapting to new business climate changes. Proficient in multiple areas of
technology, including Lotus Notes and Microsoft Office: Word, Excel and PowerPoint. Relevant skills include:
High-Profile Client Portfolio Management | Custodian Account Movement | Cash & Non-Cash Securities
Global Security Movement Systems | Foreign Exchanges & Money Transfers | Billing Issue Resolution
THE BANK OF NEW YORK, New York, NY 1998 - 2010
Client Service Representative
Progressive record of accomplishments based on strong performance in process optimization and productivity
improvement. Leveraged broad competencies in operations management and relationship-building, responsible for
settling client portfolio transactions, wiring/receiving funds in accordance with daily market fluctuations and
balancing accounts ensuring accurate transfer of funds. Tracked transactions and generated financial reports for
presentation to management and effectively communicated with clients to resolve any issues.
Developed procedures for opening and closing accounts, significantly improving operational efficiency 90 %.
Innate ability to problem solve and troubleshoot quickly and accurately while resolving a wide range of issues.
Established and developed the client’s procedure for processing Reverse Repos within industry market and
banks policies, successfully addressing clients request for assistance processing for this type of transaction.
CHASE MANHATTAN BANK, New York, NY 1990 - 1998
Account Administrator, 1990-1998
Provided high-level evaluation for specific market conditions, settled clients portfolio transactions, analyzed
corporate actions on securities, compiled investment notes and distributed to Money Market instrument. Placed
orders for securities on the open market and subscription market. Closed out monthly general ledger income
account, opened and closed accounts and trained new personal.
Trained team members with all updates to new internal system during a transition of processing systems.
Demonstrated excellent problem-solving and troubleshooting skills. Example: Handled difficult client request
that wanted to change a response after company’s cutoff but before agent’s cutoff. Held conference call with
operations agent and quickly accommodated the client making the change to the response.
CHASE MANHATTAN BANK, New York, NY
General Clerk to 2nd Vice President
Data Entry Operator
BBA, Management, Pace University, New York, NY
AAS, Aiken Technical College, Aiken, SC