Jim Devlin Email & Phone Number

Oaks, Pa

Maintain and balance income payments for SEI’s large clients Responsible for end of month processing of SunTrust proprietary money market fundsTeam lead for handling the merger of SunTrust and BB&T into Truist for Mutual Fund Income Assist with the conversion process of Trust 3000 system to new processing platform SWP for converting banksServe as main contact for new hires with issues related to processingWork with other operations and business units as required to provide awareness and solution of processing problemsWork with and maintain working relationships with several high-end bank clients

Oaks, Pa

Responsible for processing for TIAA proprietary money market fundsCorresponded with fund companies to acquire information regarding monthly income paymentsRun Access queries to resolve income differences on SEI’s processing platform Trust 3000Monitored and resolved cash and reinvested income breaks with custodians and fund families promptly

Radnor, Pa

Hartford Funds is a leading provider of mutual funds and 529 college savings plans.Handling a high volume of incoming calls from customers, brokers, and financial advisors for mutual funds and 529 college savings lines of business.Provide financial product expertise to internal and external customers.Assess client needs and make referrals to sales team as appropriate.Work on the Service and Financial Quality teams. Grade Service Representative calls and financial transaction to ensure the correct service was being provided and the financial transactions were being processed correctly.Handle our TIER II calls; dealing with escalated calls from our representatives, representative assistants and clients.

Collegeville, Pa

Providing innovative, reliable, high-quality products and services and excellent customer care Sell all products and services offered by 4G LTE Wireless. Meet all sales objectives and profit goals. Engage and educate customers through product demonstration. Handle all administrative aspects of the sale including: completing customer contracts and warranties, pulling products from inventory, accepting customer payments and filing the completed orders. Maintain strong knowledge of all company products, accessories, pricing plans, promotions and service features.Maintain knowledge of competitive offers and provide critical market feedback to the store manager regarding local competition. Meeting challenges head-on and always striving for excellence.

Glen Mills, Pa

Sporting Goods Intelligence is the most respected financial newsletter covering the news, analysis and business information for the sporting goods industry. Assisted in the updating of the rapidly growing database for the company. Made calls to vendors and retailers to obtain their most up-to-date company statistics and information to be included in the SGI directory which contains over 12,000 U.S. retail stores and chains as well as over 7,000 manufacturers, suppliers, distributors and sales agents.

King Of Prussia, Pa

Worked in the Human Resources auditing employee personnel files to make sure all appropriate documents were included in files. Assisted with the preparation and execution of the company wide All Hands employee meeting. This meeting involved over 200 people. Areas assisted in were: set-up, registration, operating video equipment, assisting employees to designated areas. Assisted Finance Department with appropriate filing of contracts. Recorded payments received on projects and recorded deposits of same. Assisted Finance Department with audits of payroll records.

Bachelors Of Science, Economics

Diploma