Samantha Farley

• Manage 600+ clients within the Trust Department:

Served as a key point-of-contact for high-value clients, ensuring their needs were met promptly and efficiently throughout all stages of engagement. Evaluate client feedback on a regular basis, implementing changes to existing processes and strategies as needed to maintain high levels of satisfaction.

• Respond to client's inquiries promptly using CRM:

Utilized CRM software to maintain accurate records of client interactions, ensuring a seamless transition between team members when needed.

• Created training guides and in-person and online training courses to improve customer user experience in Proxyedge, ICSOL, Bank Broker environment.
• Liaise between Account Management and Sales Team:

Demonstrated respect, friendliness and willingness to help wherever needed.

• Enhance existing processes and procedures:

Trained and mentored new hires, creating a knowledgeable and efficient team that consistently met or exceeded performance targets.

• Assist the Technical Team daily on recovering record date files
• Assist the Client Testing Group Daily:

Managed time efficiently in order to complete all tasks within deadlines.

• Manage and complete client conversions on given live date
• Manage Client Annual Bank Stock meetings
• Complete yearly person Performance Management Process goals:

Passionate about learning and committed to continual improvement.

• Support customer quotes by reviewing requirements and entering inquiries in the system
• Prepare and make quotations and offers to customers
• Responsible to review inquiries and awards for compliance
• Acknowledgement of orders to customers
• Resolve pricing and delivery issues with purchase orders as they arise
• End-to-end order management
• Regular customer follow-up calls to track status on open quotations
• Support weekly and monthly sales planning and forecasting meetings
• Facilitate generation of statistics, reports and metrics
• RMA (Return Material Authorization) processing and warranty adjudication
• Interface with Quality Control to assure compliance to customer orders as necessary
• Support continuous process improvement and compliance
• Maintain focus on achieving sales plan
• Assist export compliance by ensuring proper documentation is furnished by customer receiving an order
• Support Quality Assurance internal audit activities

• Serves as a primary point of contact and liaison with clients, vendors, and visitors
• Heavy follow up on Customer orders and scheduling of work to be performed
• Manages and communicates daily attendance for all internal staff
• Answers and re-directs all incoming calls; opening sorting and distribution of mail
• Create/Ship and receive FedEx shipments
• Creates reports for FedEx, UPS and other vendor related invoices
• Facilitates the distribution and filing of W-4 employee packets
• Creates, updates and tracks new projects and materials ordered
• Recording, filing and email distribution of Purchase Orders of received materials
• Filing, scanning, faxing
• Maintains records of all Tax Certificates for new and existing projects
• Organizes and facilitates meetings, conferences, and other special events, as required
• Gathers, enters, and updates data to maintain departmental records and databases
• Establishes and maintains files and records for the office
• Ordering and maintaining office equipment and supplies
• Performs miscellaneous duties as assigned

• Assisting Teacher with classroom activities
• Supervising Students as needed
• Provide Parental support by answering questions and addressing their concerns
• Scheduling of any requested appointments
• Administrative Support by filing, answering phones, faxing, copying etc