Jesse Ruffin
New York
Summary
Client service professional with extensive experience at UBS, specializing in CRM systems and relationship management. Proven ability to lead teams in enhancing service quality and client satisfaction through strategic initiatives that boost operational efficiency. Expertise in training and coaching, promoting collaboration to achieve key project milestones.
Overview
10
10
years of professional experience
Work History
Client Service Coordinator
A&O Shearman
New York City
08.2023 - 11.2024
- Manage front-of-house operations and conference room bookings, ensuring flawless event execution and optimal client satisfaction.
- Conduct AV tests and resolve technical issues, ensuring smooth and efficient technology operations.
- Collaborate with cross-functional teams to innovate and streamline event planning processes, enhancing client engagement and operational efficiency.
Office Service Coordinator
Citadel (Forrest Solutions)
New York City
03.2022 - 08.2023
- Maintained and facilitated front and back-office operations to support seamless business functions.
- Collaborated with the Workplace Concierge Team to enhance client interactions and address needs effectively.
- Proofread and edit team content, and composed memos, announcements, and presentations to support strategic communication.
- Streamlined meeting and audiovisual operations to ensure uninterrupted communications and operational efficiency.
Consultant
Prime Clerk (Aerotek staffing solutions)
New York City
10.2019 - 12.2021
- Led a 20-member team, achieving enhanced project outcomes through strategic collaboration.
- Trained new hires, ensuring seamless integration and maintaining quality assurance standards.
- Resolved departmental issues proactively, improving interdepartmental communication and reporting comprehensive statistics to aid informed decision-making.
Head of Client Services / Client Service Project Manager
Hamilton Sinkler Inc
New York City
06.2018 - 04.2019
- Managed client service team operations, enhancing service quality and client satisfaction, while improving team performance and cohesion through effective hiring and onboarding practices.
- Collaborated with executives to implement strategic initiatives, leading cross-functional teams to achieve significant project milestones and increase client retention.
Team Lead
Goldman Sachs
New York City
01.2017 - 09.2017
- Led training presentations and coached 15 staff members, aligning efforts with customer needs and departmental goals to enhance program effectiveness in complex scenarios.
- Onboarded new employees, resulting in a 93.3% boost in morale and a 15% reduction in conflicts, while generating detailed monthly reports to support strategic decision-making.
Lead Client Service Specialist
UBS
New York City
10.2014 - 03.2016
- Guided corporate clients on stock plans, enhancing their financial understanding and decision-making.
- Resolved complex client inquiries by collaborating with advisors to deliver efficient solutions.
- Coordinated with traders and compliance teams to ensure adherence to KYC, FACTA, and OFAC standards, supporting accurate and efficient trade operations.
Education
Bachelor of Science - Business Management
University of Phoenix-Arizona
Jersey City09.2017
Skills
- CRM systems and Salesforce
- Workday and Google applications
- Microsoft Office suite
- Presentation tools
- Training and coaching
- Client service management
- Relationship management
References
References available upon request.
Timeline
Client Service Coordinator
A&O Shearman
08.2023 - 11.2024
Office Service Coordinator
Citadel (Forrest Solutions)
03.2022 - 08.2023
Consultant
Prime Clerk (Aerotek staffing solutions)
10.2019 - 12.2021
Head of Client Services / Client Service Project Manager
Hamilton Sinkler Inc
06.2018 - 04.2019
Team Lead
Goldman Sachs
01.2017 - 09.2017
Lead Client Service Specialist
UBS
10.2014 - 03.2016
Bachelor of Science - Business Management
University of Phoenix-Arizona
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