Account Manager

• Nov 2022 - Present

HFS Transfer Specialist

• Jun 2021 - Aug 2022

• Transcribing data from hedge fund application form and dealing instructions into transfer agency systems and reviewing it for accuracy. • Making, reviewing and reconciling payments between Funds and Investors. • Monitoring of cash reception related to subscriptions. • Preparing and reviewing daily reports. • Investigation and fixing any issues regarding daily business to avoid delays. • Actively support teams across entire department in their business. • Participating in E2E systems testing Show less

HFS Junior Specialist

• Jun 2020 - Jun 2021

CRM Coordinator

• May 2019 - Jun 2020

• Ensure global Oracle CRM (Oracle Sales Cloud) administrator level• Ensure Oracle Business Intelligence (BI tools) administrator level• Address questions from end-users and country-level CRM Coordinators to clarify their issues• Investigation of complex issues with the CRM team and find the solution, in particular for all technical issues.• Provide guidelines for the business processes documented in the Oracle Sales Cloud• Monitor and answer shared CRM support inboxes• Consolidation and evaluation of common request to drive further global support• Participate in training material development and deliver end-user training as appropriate• Consolidate Oracle CRM users access creation and deactivation requests• Document questions and answers to build a knowledge base• Ensure the Intake process for ad hoc reporting• Conduct CRM analysis and reports• Manage Service now tickets addressed to CRM support team.• Escalate to CRM reporting team for complex reporting issues.• Perform regular maintenance actions such as proactive data quality audits data corrections, data stewardship process• Manage Opt - Out/Opt - In processes for CWT clients• Participate in software testing processes.• Data mass update• Sandbox management Show less

travel counselor

• Jan 2018 - May 2019

Providing exceptional customer service via telephone and email. Creating and booking reservations for corporate and VIP customer travel

Web Desinger and Asset Creator

• Dec 2016 - Oct 2017

Creation and modification of web pages and e-learning. Testing and improving the design of the website. Maintaining the appearance of websites by enforcing content standards. Preparing design plans and presenting the website structure. PDF to HTML HTML5 CSS3 Creation and modification of web pages and e-learning. Testing and improving the design of the website. Maintaining the appearance of websites by enforcing content standards. Preparing design plans and presenting the website structure. PDF to HTML HTML5 CSS3