Amoura Chamberlain

Detailed-oriented, organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Ability to handle multiple projects simultaneously with a high degree of accuracy. I am a hardworking and passionate individual eager to secure an entry-level Client Servicing Associate position. Ready to help team achieve company goals. Willing to obtain financial licenses.

My daily responsibilities include providing updates to clients, complex corrections, processing transactions, mailing, researching and escalating suspicious activity, daily reporting, account maintenance, and review of paperwork submitted. I am knowledgeable in requirements for incoming and outgoing TOA's and TIK's, different accounts such as a variety of retirement accounts, custodial accounts, and non-qualified accounts, processing ACH, WIRE, and check transactions, handling employer sponsored accounts. I research, review, and resolve complex issues for clients and being able to explain what occurred is important customer service I provide. Account corrections include tasks such as re-coding, and correcting transactions and tax withholdings. I make outgoing calls to clients for our international team, which I review and quality check the requests if needed. Outgoing call outs also include calls to other custodians or companies, clients, and account owners. I review and research suspicious activities and escalate a report if needed. I strive to provide excellent service by processing tasks accurately and in a timely manner as well as continuous communication with clients to provide updates. I work on items with a SLA and tracking accuracy. Mandatory training is implemented to keep us aware of industry policies and laws both domestic and international and to refresh our knowledge. My willingness to provide exceptional customer service and ensure relationships with clients is proven daily. Due to my eagerness to learn and my resourcefulness, I was able to obtain a referral for an opportunity that would have taken longer to obtain. I believe I will be an asset as a Client Services Associate given my experience working in the back office supporting wealth management advisors by responding to email and phone inquiries. I am looking to relocate and obtain any required licenses and training.