Client Services Manager
CurrentSupport StructuredFN and OM solutions for global financial institutions and rating companies, such as Wells Fargo, Morgan Stanley, JPMorgan Chase, Standard & Poors and Moody’s. Provide pre-and post-sale support via Salesforce.com to onboard new accounts and establish new deal rooms / portals. Interface with accounting, software development and sales to ensure proper billing, system functionality and customer retention. - Consistently meet stringent SLA provisions; maintain a focus on delivering a positive customer experience. - Commended by leadership for immediate grasp of system functionality and issue resolution.