Operations - Customer Service Manager
Capital Market Services, Llc
Greater New York City Area
• Oversaw and managed Back Office/Customer Service Department, supporting a client base which expanded from 500 to 25,000 foreign exchange trading accounts, with clients in over 170 countries• Supervised and directed global customer service team of twelve personnel, between New York City and Saint-Petersburg, Russia offices and acted as a liaison for global customer service offices, including Tokyo, London, Shanghai, and Hamilton, Bermuda, to maximize communication of policies and products• Responsible for organizing and implementing employee performance-based incentive program, which led to a 75% decrease in processing time of clients’ requests• Reported directly to CEO and President; met with key executives to coordinate operations• Optimized existing workflows and created new processes to increase efficiency and productivity in Client On-boarding and Account Maintenance• Created in-depth written procedures for all personnel, to enable department’s consistent compliance with the National Futures Association (NFA) and U.S. Commodities and Futures Trading Commission (CFTC) rules• Trained staff on compliance with Anti-Money Laundering (AML) and Know Your Customer (KYC) procedures• Established inter-departmental policies and procedures for day-to-day operations• Managed and effectively resolved client cases escalated by staff• Created and conducted training programs for new employees• Created job descriptions, salary justification, hiring and dismissal process, and maintained employee schedules• Interacted heavily with Accounting and Account Executives departments, to ensure client satisfaction• Assisted in development and improvement of firm’s proprietary databases and business applications, to ease production of reports and manage customer information• Assisted in creation of, and performed Quality Assurance for firm’s website and business applications, including web-based databases, and the in-house developed Customer Relationship Management software