With more than 30 years experience, clients and colleagues alike always appreciated my knowledge and ethics. My language and computer skills have also been a big assets, being able to adapt rapidly and help others.
Vue d'ensemble
17
17
years of professional experience
4
4
years of post-secondary education
Expérience
Senior Client Support Officer, Middle East / Indian Sub-continent
CA Indosuez (Switzerland) SA
Geneva
04.2005 - Actuel
Account opening
KYC updates and initial preparation
Prepare and participate in clients’ visits
Input of order (equities, bonds, derivatives, FOREX, transfers)
Fiduciary and loan renewals, cash transfers, credit cards, etc
Setup of credit lines
Assistant
Geneva
05.2004 - 02.2005
Client follow-up
Input of order (equities, bonds, derivatives, FOREX, transfers)
Fiduciary and loan renewals, cash transfers
Setup of credit lines
Assistant, Greek Desk
BNP Paribas Private Banking
Geneva
07.2001 - 04.2004
Account opening
Client follow-up
Input of order (equities, bonds, derivatives, FOREX, transfers)
Fiduciary and loan renewals, cash transfers
Setup of credit lines
Assistant, UK Desk
UBS Private Banking
Lausanne
05.2000 - 06.2001
Account opening
Client follow-up
Input of order (equities, bonds, derivatives, FOREX, transfers)
Fiduciary and loan renewals, cash transfers
Setup of credit lines
Secretary to the head of the R&D Department
Nagravision
Cheseaux
12.1999 - 04.2000
Assistant
Capital International
Geneva
04.1998 - 11.1999
Research on Bloomberg and Reuters
Administration and secretarial duties
Support to two analysts
Accountant
Aralonco Establishment
Geneva
11.1991 - 02.1998
Daily Reports (evaluations, FOREX report, margin and P&L calculation on futures, etc.)
Associate Director, Anti-Falsified Medicine, South-East Asia & Indian Sub-continent à Novartis HealthcareAssociate Director, Anti-Falsified Medicine, South-East Asia & Indian Sub-continent à Novartis Healthcare
<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> à TIAA<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> à TIAA