Joan Lee
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Joan Lee has over 8 years of experience as a Client Service Administrator providing operational and customer service support in financial services and investor relations. She has a track record of taking ownership of commitments, displaying a customer-centric approach, and prioritizing multiple tasks under tight deadlines. Her technical skills include proficiency in programs like MS Office, Fundserv, and SAS. Previously she served as the primary contact for over 100 financial consultants, directors, and clients at Investors Group, processing transactions and helping the consultant network with procedures.
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James Janachione provides a professional profile and resume documenting his experience in financial analysis, real estate, banking, and government contracting. He has over 30 years of experience in these fields, holding positions at Equity Ventures Realty, First Midwest Bank, the FDIC, and Northrop Grumman Corporation. The document outlines his skills, accomplishments, education, and licensure to support his candidacy for financial and real estate professional roles.
Erik Scheiber resume Nov 2016-3
Erik Scheiber is an experienced operations leader with over 15 years of experience managing large retail operations across numerous locations. He has a proven track record of exceeding revenue and cost savings targets through process improvements and strategic planning. As a collaborative problem solver, Erik identifies root causes of issues and translates complex processes into clear action plans. His previous roles include Field Market Manager for Sears Home Improvement, where he grew a new market from $0 to $120k in revenue in 5 months, and District Manager for Apollo Retail Specialist, where he successfully managed over 400 customer accounts. Erik holds a high school diploma and has completed various professional development courses focused on leadership, management, and business skills.
Similar to Joan Lee (20)
Joan Lee
- 1. …continued… JOAN LEE CLIENT SERVICE ADMINISTRATOR ~ FINANCIAL SERVICES ~ INVESTOR RELATIONS ~ Summary of Qualifications ~ Self-directed, forward-thinking Client Service Administrator with over 8 years of experience providing operational and customer service support. Results-oriented; readily take ownership and accountability for on-time delivery of commitments while working under pressure and constant interruptions. Valuable team player; reputation for displaying innate customer-centric personality in all interactions with both internal and external clients. High level of discretion and decision-making in organizing and prioritizing multiple tasks under stringent deadlines and in a demanding environment. Technology savvy and highly proficient in MS Office, Fundserv, Advisor Access, Windfund, IGHOST, SAS, and Solutions Banking. PROFESSIONAL EXPERIENCE INVESTORS GROUP — Toronto, ON Client Service Administrator II, 2007 to 2014 Served as first line of contact, providing top-notch customer service to 100+ consultants, 10 division directors, 4 specialists, assistants, and both internal and external clients. Performed compliance and regulatory administration for various platforms for IGFS, IGSF Nominee, IGSI, Solutions Banking, and Insurance. Processed business transactions including fund purchases, pre-authorized contributions, systematic withdrawals/transfers, share certificate cancellations (SAS), consultant commission allocations/payouts (IGHOST), client account reassignments (Fundserv, Advisor Access, Winfund, IGHOST), and bank deposits/reconciliations (SAS, Fundserv). Processed office expense payments; entrusted with signing authority. Assisted consultant network with office procedures, information related to forms, and general inquiries. Performed administrative duties that included managing switchboard, handling incoming and outgoing mail/faxes, ordering supplies/forms, maintaining log books for room/key card/equipment reservations, and maintaining office equipment. Served as liaison between head office, lending institution, and insurance companies. Kept consultants and co-workers apprised of new procedures and requirements. Trained new employees and consultants. Key Contributions: Managed RRSP season with no additional hiring or costs, saving company money at a time when Administrative Team was overhauled and three key employees were on leave. Generated cost savings to company by completing business transactions off-site by locking in daily trade price when system was down.
- 2. JOAN LEE Page 2 Developed administrative audio tool for new consultants that minimized interruptions and clerical errors and increased administrative productivity. Led completion of doc room expansion project focused on enhancing efficiency and alleviating bottlenecks. Served as second in command in absence of Regional Coordinator, demonstrating deep knowledge of client accounts in resolving issues and internal matters. Trained administrative team on new procedures; monitored performance and followed up with additional training as needed. Ensured correct RESP processing to achieve 100% quality assurance in high volume environment. Demonstrated a high level of accuracy in completing business transactions; managed document imaging and retention/destruction in compliance with business handling procedures. Applied careful attention to detail and quality assurance in completing pertinent documents and expediting disbursement of loans. * * * * * * * * Prior Experience Client Services Representative for Steward Title Guaranty Company, 2006 to 2007 Key Holder/Customer Service Representative for National Money Mart, 2005 to 2006 Interviewer for Walker Information, 2003 to 2005 Associate for Gemma Communications, 2002 to 2003 Service Associate for Jacob Jr. & Lingerie, 2000 to 2002 PROFESSIONAL TRAINING GETTING TO THE HEART OF CUSTOMER SERVICE The Complete Training Program for Perfect Customer Service (2006)