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Personable and analytical problem-solver with knack for mastering complex systems and workflows. Possesses foundational knowledge in healthcare IT and electronic health records, specifically Epic Systems, along with skills in troubleshooting and data analysis. Ready to optimize system performance and improve user satisfaction through effective application support.

Total experience of 6.6 years out of which more than 4.6 years of experience of global AML/KYC on boarding for new and preexisting customer (KYC Refresh) by reviewing client documentation, vendor databases and data entered into proprietary systems and 2 years' experience as an HR recruiter PAN India for Mid - Level Positions
Also, Provide dedicated and robust specialist KYC expertise for the Standard KYC
Refresh process in particular to our Client Service Manager teams. Experience in Advance Excel with good knowledge of functions like VLOOKUP, HLOOKUP, Pivot etc.
Well equipped with the working knowledge of LEXIS-NEXUS,
World Check & Dow Jones alongside with other internal tools. Successful at reviewing suspicious activities and uncovering fraud. Experienced in meticulously and methodically assessing merchant portfolio batches each day. Excellent reporting and documentation skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Highly articulate professional with experience in manufacturing engineering. Detailed oversight of exchange of complex technical, manufacturing, and industrial data among stakeholder.
Flexible with respect to long and variable hours of work. Excellent interpersonal skills when collaborating across all levels.
Committed job seeker with a history of meeting company needs with consistent and organized practices.
Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Focused engineering Manager accomplished in team leadership and program management. Several years of experience with track record of accomplishment. Excellent decision-making, planning and communication skills. Organized quality assurance manager with several years of managerial experience dedicated to detail-oriented production inspections and collaborating with various departments. Proficient in daily product sampling and performing accurate audits.

As a Client Service Specialist, we are responsible for providing support to Wealth Management client service teams, managers and clients. Client Service Specialists work in a complex team-oriented and fast paced environment with advisors, client service, product partners and operations teams to deliver a seamless and integrated approach across Private Banking products.

Jo Ann Shapiro

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