Sarah P Email & Phone Number

Pickering, On, Ca

Established and maintained productive client relationships.• Effectively communicated with clients on market news and updates, products,services and company initiatives (including upcoming changes to policies,processes and technology).• Developed action plan to promote use of technology and self-service andreduce inquiry volumes.• Monitored service performance, KYC/AML reviews, global documentation,billing, tax documentation and other client related information to ensureoperational effectiveness.• Assists relationship managers and clients with ad-hoc projects, client invoicesand billing activity and transition to new platform.• Involved in year-end audit review process.• Investigated technical issues using knowledge base and personal experienceto complete timely resolutions.

Toronto, Ontario, Canada

• Worked with clients to gather and define requirements, establish scopes and manage project milestones.• Applied creative expertise to present marketing concepts.• Created designs and collaborated with technical team to complete projects.• Developed creative design for print materials, banners, and signs.• Created digital image files for use in digital and traditional printing methods.• Employed design fundamentals when selecting typography, composition, layout, and colour in design work.• Used Adobe Photoshop to create images and layouts for multiple projects.• Handled scheduling for client's calendar and prepared meeting agenda and materials.• Handled logistics, agendas and travel arrangements for meeting and event planning.• Organized data into multiple spreadsheets to streamline data.• Processed payments and documents such as invoices, journal vouchers, employee reimbursements and statements.• Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.• Communicated and resolved disputes with clients regarding outstanding invoices, payments, and adjustments.• Performed administrative and clerical duties such as word processing, data entry and copying while maintaining confidentiality.• Provided technical assistance and support to clients, guaranteeing swift issue resolution.• Proficient in diagnosing and troubleshooting technical problems with customer satisfaction.• Maintained meticulous records of customer interactions and resolutions.• Actively educated customers on product usage and preventive measures.• Achieved a proven track record in technical support and problem-solving.• Committed to surpassing service level agreements.• Dedicated to ongoing self-improvement for delivering outstanding technical support.

Colombo, Western Province, Sri Lanka

Colombo, Western Province, Sri Lanka

• Managed a high-volume multi-line phone system, processing around 20 daily tickets and requisitions, resulting in a 60% productivity increase.• Proficiently utilized advanced software for document preparation, report creation, and presentations.• Played a key role in financial management, including expense reports, budgeting, travel expenses, and reconciliation of invoices.• Digitized the company's invoicing system with a team of 4, reconciled accounts, investigated variances, and provided performance insights through detailed reports.

Colombo, Western Province, Sri Lanka