Denise Toner Email and Phone Number

Review, analyze, and enter client information and transactions into multiple systems in order to fulfill monetary and non-monetary needs for high-net-worth client accounts while maintaining the highest level of confidentiality and privacy.Appropriately identify errors, provide feedback, identify trends and/or contributing factors, and recommend solutions.Monitor various work queues and adjust resources as necessary to complete all items by internal and external cutoff times.Have knowledge of all facets of the Middle Office Operations including new account set-up, distributions, receipts, tradeprocessing, model changes, and monetary requests which include detailed multi-step processes.Participate in departmental projects to improve current processes and/or systems

Welcomed visitors in a warm and friendly manner and answered any questions visitors have regarding their accounts including billing. Maintained reception area and all common areas in a clean and tidy manner at all times. Operatedstandard office equipment on a regular basis, including a fax machine, a copy machine, and a computer with Microsoft Office as well as keeping stock of all office needs.Provided phone-based support to customers to help resolve issues, answered account and billing questions, and in some cases, made new sales. Documented all inquiries, requests, resolutions, and follow-up tasks. Escalated inquiries and requests as necessary to the appropriate department or person.

Received, placed, and transferred telephone calls using appropriate phone etiquette.Recorded and delivered all messages in an accurate and timely manner.Maintained a friendly and compassionate attitude while assisting emotional callers. Understood and respected client and caller confidentiality.

• Welcome visitors in a warm and friendly manner and answer any questions visitors have regarding their accounts including billing. Maintain reception area and all common areas in a clean and tidy manner at all times.• Operate standard office equipment on a regular basis, including a fax machine, a copy machine, and a computer with Microsoft Office as well as keeping stock of all office needs.• Provide phone-based support to customers to help resolve issues, answer account and billing questions, and in some cases, make new sales. Document all inquiries, requests, resolutions, and follow-up tasks. Escalate inquires and requests as necessary to the appropriate department or person.

Worked with sales teams and facilitated communication between all departments from the sales floor to the back of the house to maintain a store's appearance and to ensure customers satisfaction. Established active communication and engagement with customers to contribute to overall approval.