Manage day to day administrative requirements of the client systemsManage registration process including validating requests against established legal criteria and checking for completion of formsProvide firsts level client service and problem resolution regarding the registration, enrolment and user set-up processes for the client systemsInteract with external clients to follow up on administrative needs and requestsMaintain enrolment validation systems, customer databases and archivesServe as point of contact for formal correspondence with concerning owners of the client applications as well as users of the applicationsEscalate service issues to the appropriate organization/department as requiredEnsure validity of customer banking and payment informationArchive all registration documentation and maintain a secure and organized filling systemGenerate and/or review weekly control reports as required by the Manger, Customer ExperienceEnsure client application procedure manuals are up to dateAccountable for implementation and improvement of internal control processes specific to the roleTechnical writing and testingAssist in the resolution of customer functional inquiries through research, identification and implementation of the optimum solution while maintaining effective communication with both customers and internal departmentsDevelop training programs and conduct on-site training seminars on system functionality for new and existing clientsPerform on-boarding for new members and off-boarding for member resignationsKeep informed and communicate all new product and regulatory developmentsProvide efficient, cost-effective, customer focused issue resolution through issue identification, analysis, research and collaboration with second level technical and business supportPlan, lead or participate in projects to enhance the customer experienceInternal and External End User Training and Development

Role as a Customer Service Representative, with Royal Direct:Taking from 65 to 100 calls per dayRedirecting calls to the appropriate departmentsScheduling appointmentsProcessing day to day banking transactionsTaking supervisor calls, and dealing with irate clientsProviding client with banking advice

Role as a Receptionist, at Autism Consultants New Brunswick Inc.:Answering and re-directing callsFilling Faxing/copyingScheduling PayrollDelivering mailAdvertising