Vivien Y. Email & Phone Number

Houston, Tx, Us

Houston, Texas, Us

Houston, Texas, Us

IT liaison between business owners and IT for SAP security, SAP GRC and corporate resources projects, support and process improvement.

Houston, Texas, Us

• Reconsolidated SAP reporting roles to reflect Identity Management System roles • Removed, created, and mapped over 1,000 composite roles with the use of CATT scripts in SAP• Managed testing defects for SAP support packs using HP Quality Center• Organized and assigned test cases using HP Quality Center

New York, Ny, Us

• Utilize Excel to update customer portfolio returns and cost-basis data; also to conduct research, compile data, and keep track of updates for client income-based portfolios.• Create daily, weekly, quarterly and monthly client account reviews and proposal reports in Excel.• Liaison between advisor and clients for any and all concerns, questions and ideas.

• Managed phone calls and client requests for information, scheduled client appointments and assisted in all inquiries via a multiline phone and in person.• Assisted the managers in upholding and maintaining client satisfaction and customer service by handling client complaints before directing them to the correct superior.• Assisted multiple sales departments including the sales department in logging clients, stocked in car for the fleet manager, and generated daily reports for the General Manager.

Overland Park, Kansas, Us

• Maintained customer satisfaction and resolved customer service issues daily while preserving general maintenance.• Provided new and established clients with product information and assisted them when deciding on a new cellular device.• Handled cash and daily credit card transactions.• Maintained inventory levels and initiated product replacement orders.

• Supported the senior administrator in daily clerical work including but not limited to: scheduling client appointments and multi-user calendars via ACT! and created client engagement and billing letters using mail merge.• Assisted senior accountants and CPAs in conducting research, organizing tax paperwork, filing 1040 tax returns, and processing all personal and corporate tax returns before their respective deadlines.• Responsible for keeping all client paperwork organized using physical files and on the companies’ shared server.