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RssFinancial Services - 20 years experience - New York

I have worked in the Financial Services industry since 1993, and I have held a variety of positions which have allowed me to develop my customer service, brokerage operations, product management, vendor management, system design and analytical skills. I have very strong communication skills, both in writing and in person. I am motivated and team oriented but can also work independently. I am dedicated to my work, and always strive to be the very best at what I do. In my career I have been mainly client facing and results oriented with an aptitude for product management and client services. Most recently I have worked directly with clients on site to define and implement system processing specifications, vendor integration and data conversions specifically for cash management products such as wire, check deposits and disbursements, debit cards and money market sweep. I have provided system demonstrations and training and resolved client inquiries throughout the implementation period and clients have always provided positive feedback. Specialties include client services, operations management, software and user experience design, deposits and disbursements, money market sweep and accrual reconciliation, AML and KYC compliance, fraud prevention, data conversions, documentation maintenance including user manuals and marketing materials, investor communications, third party vendor management, product sales support including RFI and RFP management and analytic research with a proficiency in excel.

Customer Service Manager

About Me


Customer Service


Customer Service Manager

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