Serge Valente Email & Phone Number

Toronto, ON, CA

Toronto, Canada Area

The Service Director is responsible for day-to-day service delivery for large/complex clients within their assigned client group to ensure overall service quality, client satisfaction and a consistent client experience. As the key service contact for the client, the Service Director oversees daily operational and system service delivery, resolves complex.

Toronto, Ontario, Canada

• Assistant Vice President, four new service management roles for four years:Client Relationship Management (2016); Client Onboarding Management (2015); Client Services Management (2013/14); Client Relations Management.
• Responsible for initiating new business development, onboarding of new and existing business, and overall client service for 34 global institutional client accounts (Asset managers, Trust, Hedge funds, Insurance and.
• Led strategic model design and launch of new client services and onboarding business models, through innovative structuring of daily workflow, introduction of robotic process automation and digitization, and.
• Winner of National Award “One Team, One Focus" (March 2015) by achieving superior client business partnership to exceed expectations, and "Super Service Award" (May 2015) by leading successful client initiatives across.
• Optimized client profitability by 20% by developing new client lifecycle models; reduced past-due client billings by 98% within 10 months; and re-engineered client service and client onboarding models for 30%.
• 100% success in client regulatory adherence (KYC/AML, CDD, EDD) and internal business governance approvals, which incorporated risk, legal, compliance and shared service approvals.

Toronto, Ontario, Canada

• Administers US$130 Billion with a global workforce of 300 employeesAuthorizing Officer, Product Manager 2010/12Business Support Analyst. 2007/10Successfully oversaw pilot launch of new global information technology.
• Managed Global technology desks and transformation initiatives which achieved 50% improvement in productivity and project delivery, and 20% reduction in costs, 90% reduction in issue resolution timelines, and staff.
• Built Incident/Support Management, Problem Management, Project Management and Change Management Global technology services, servicing global teams and client initiatives.
• Spearheaded transformation initiatives over global accounting platform, resulting in 20% under budget, without incidents and 50% less resources compared to prior executions.
• Conducted negotiations with vendors achieving full delivery of business requirements, on time and realized 20% reduction of quoted costs.

Toronto, Canada Area

Multiple roles from Client adoption of financial services web reporting and other platforms, to managing execution of projects to achieve productivity improvements for client experience.Key responsibilities and accomplishments included:· Successful deployment of project for client adoption of Industry-leading financial reporting site.· Pivotal client.