A highly motivated, organized and experienced Client Services Representative and Portfolio Administrator with more than 15 years of experience. Expertise in measurable, proven results, including: senior and inter-departmental management in the areas of securities, portfolio administration, operations, reporting, compliance, operations, as well as on-site as well as offsite training. · Excellent oral and written communication skills· Proven critical thinking, analytical, and problem solving skills· Strong time management and organizational skills· Strong Client / Customer Service skills with proven results