Sharnice Thompson
Baker Tilly (Moss Adams)
11
years of professional experience
Results-driven Client Operations Specialist with expertise in operational workflows, cross-functional communication, and project management. Proven ability to enhance efficiency and ensure timely project delivery, contributing to improved customer satisfaction.
Work History
Client Operations Specialist
2 Years 9 Months- Operated workflows to enhance efficiency and deliver projects on time.
- Coordinated cross-departmental communication to streamline processes and improve collaboration.
- Provided operational, and administrative support to client services team by preparing, processing, and reviewing deliverables, financial reports, and filings.
- Processed, and tracked bank confirmation request to support audit engagements, ensuring timely receipt and accurate documentation.
- Processed and managed Master Service Agreements (MSAs), and Statement of Work (SOWs), ensuring accuracy, completeness, and timely execution.
- Completed MAI provisioning request ensuring accurate account setup and timely access for international users.
- Processed tax returns and monitored electric filing acceptance to ensure timely and accurate submission
Onboarding Administrator
2 Years 7 Months- Coordinated scheduling of meetings and events, ensuring optimal resource allocation and time management.
- Implemented office procedures that improved workflow efficiency, reducing turnaround times on key tasks.
- Streamlined communication processes between departments to enhance collaboration and efficiency.
- Developed and maintained comprehensive filing systems for easy access to critical documents.
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Developed onboarding materials to enhance new employee integration and engagement.
- Analyzed onboarding data to identify trends and areas for improvement in employee retention rates.
- Coordinated pre-employment screenings, background checks, and documentation requirements to expedite hiring timelines and reduce potential delays in bringing talent onboard.
- Put together employee files and collected required digital or physical information to meet requirements.
- Worked closely with new hires, answering questions and addressing various concerns during the onboarding process.
PLAS Representative
7 Years 7 Months- Managed customer inquiries to ensure swift resolutions and enhance satisfaction.
- Trained new representatives on insurance policies and customer service best practices.
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Utilized CRM software to track customer interactions and ensure accurate documentation of calls.
- Managed high call volumes while providing exceptional customer support and maintaining professional composure.
- Mastered multiple software systems for seamless navigation during calls, improving efficiency and reducing hold times for customers.
Education
High School Diploma
Skills
Project management
Operational efficiency
Project planning
Cross-team collaboration
Contract negotiation
Effective communication
Administrative assistance
Customer service
Computer skills
Software navigation
Operational support
Team collaboration
Timeline
Client Operations Specialist
Baker Tilly (Moss Adams)
2023.11 - CurrentRead More
Onboarding Administrator
Legacy Sales and Marketing
2021.01 - 2023.08Read More
PLAS Representative
Progressive Insurance
2015.06 - 2023.01Read More
Charles A Jones Skills Center
High School Diploma
Read More