KEVIN MCATEER
Phoenixville,PA
Overview
6
6
years of professional experience
Work History
Sr. Operations Analyst - Reconciliation
SEI Investments Co
12.2021 - Current
- Completes daily and monthly client account reconciliation services, across custodial and alternative investment accounts, using proprietary software technology, to ensure that data is accurate, and client service expectations are met.
- Works closely with the Implementation and Global Access teams to understand the client’s portfolio and fund structure, as well as to ensure all required deliverables are complete.
- Communicates with appropriate internal teams or client teams to resolve open issues and questions, reaching out to internal technology support and vendor support, when needed, to resolve any production issues, or system support queries.
- Manages the documentation of processes and procedures relating to individual client needs.
Client Services Representative
Genetworx/Recovery Center of America
08.2020 - 12.2021
- Promptly received and processed inbound call center interactions via phone and email with care for multiple lines of business.
- Initiated outbound follow up calls to clients, providers, and patients to gather additional information regarding account status.
- Worked collaboratively with a variety of internal departments, including Account Support, Inside Sales, Mission Center, Treatment Advisors.
- Adhered to service levels, goals and metrics that measure performance.
- Assisted on variety of special projects using Excel, collaborating with team members and vendor facilities in order to analyze and process orders.
Customer Service Representative
Turn5, Inc.
03.2019 - 07.2020
- Company Overview: Turn5 is an industry leader of ecommerce retail aftermarket automotive parts
- Provide customers with effective solutions for their purchasing decisions.
- Keep current on new product lines to provide web based sales support.
- High level of competency using ERP system.
- Knowledge base includes specs, functionality, compatibility, costs.
Education
B.S. - Psychology
West Chester University
West Chester, PA01.2019
Skills
- Operational excellence
- Client relationship management
- Process flows
- Strategic planning
Timeline
Sr. Operations Analyst - Reconciliation
SEI Investments Co
12.2021 - Current
Client Services Representative
Genetworx/Recovery Center of America
08.2020 - 12.2021
Customer Service Representative
Turn5, Inc.
03.2019 - 07.2020
B.S. - Psychology
West Chester University
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