Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sean McGill

New York,NY

Summary

Seasoned Senior Client Service Representative with background in managing high-profile accounts and fostering positive client relationships. Possess strong communication and problem-solving skills, coupled with an ability to understand complex business needs. Notable for enhancing customer satisfaction and retention through efficient service delivery.

Overview

6
6
years of professional experience

Work History

Senior Client Service Representative

IDB Bank
New York, New York
03.2025 - Current
  • Responded to customer inquiries with accurate information on accounts, products, and services.
  • Assisted commercial clients in account management, transactions, and technical support.
  • Processed transactions such as deposits, withdrawals, wire transfers, and loan payments accurately.
  • Collaborated with Relationship Managers to offer tailored solutions for business customers.
  • Maintained in-depth knowledge of commercial banking products, including business accounts and loans.
  • Identified complex issues and escalated them to relevant departments for resolution.
  • Ensured compliance with banking regulations during all transaction processes.
  • Delivered professional support to meet client needs efficiently.

Client Service Officer

Valley Bank
New York, New York
06.2022 - 02.2025
  • Processed client requests for editing services and commercial banking features efficiently.
  • Fulfilled foreign exchange orders in collaboration with FX traders.
  • Conducted daily fraud scrubbing and resolved flagged transactions with clients.
  • Executed operational functions for processing wire and ACH payments daily.
  • Maintained accurate records of all client interactions for future reference.
  • Collaborated with team members to enhance day-to-day operations productively.

Client Services Representative (managed Accounts)

UBS Financial Services
Weehawken, New Jersey
03.2021 - 06.2022
  • Maintained management systems with accurate client information.
  • Educated financial advisors on managed account services and program capabilities.
  • Documented information using CRM web program to enhance data accuracy.
  • Assisted advisors in generating reports, researching billing, and setting individual account fees.
  • Consistently exceeded monthly performance metrics and targets.

Broker Intern

Coastal Equities
New York, New York
05.2019 - 08.2019
  • Engaged new and existing customers to assess needs for specific products and services.
  • Facilitated connections between wealth managers and clients to enhance investment sales volume.
  • Compiled daily reports and maintained accurate records of transactions.
  • Supported brokers with in-depth fixed income research.

Education

BS in Business Economics - Economics

State University of New York At SUNY Oneonta
Oneonta, NY
12.2020

Skills

  • Bloomberg Market Concepts certification
  • CRM management
  • Transaction processing
  • Loan IQ expertise
  • Salesforce proficiency
  • ServiceNow experience
  • DocuSign knowledge
  • Microsoft Office suite

Timeline

Senior Client Service Representative

IDB Bank
03.2025 - Current

Client Service Officer

Valley Bank
06.2022 - 02.2025

Client Services Representative (managed Accounts)

UBS Financial Services
03.2021 - 06.2022

Broker Intern

Coastal Equities
05.2019 - 08.2019

BS in Business Economics - Economics

State University of New York At SUNY Oneonta

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