Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Mackenzie Ring

Sanatoga,PA

Summary

Developed exceptional client relationship skills in fast-paced environment, demonstrating adaptability and strong communication abilities. Adept at understanding client needs and providing effective solutions. Seeking to leverage these transferrable skills in new and challenging role.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Client Service Specialist

SEI Investments
07.2025 - Current
  • Serves as the first point of contact for clients, including banks, wealth managers, and investment platforms, delivering prompt, solutions-oriented support across SEI’s custodial, technology, and direct-to-consumer services.
  • Provided knowledgeable service and support for all customer needs.
  • Analyzes client needs and collaborates cross-functionally to implement innovative service enhancements, contributing to a continuous improvement culture.
  • Builds and maintains strong client relationships through daily communication via phone, email, and Client Service Management tickets consistently representing the SEI brand with professionalism.
  • Leverages data analysis to identify trends and service opportunities, presenting insights to internal teams to optimize client solutions.
  • Partners with internal departments to coordinate service delivery and ensure seamless client experiences.

Operations Analyst

SEI Investments
07.2024 - 07.2025
  • Served as the primary point of contact for assigned clients, ensuring high-quality service and prompt issue resolution.
  • Communicated effectively with clients and internal teams to coordinate trade activity, resolve issues, and ensure timely processing.
  • Completed daily operational checklists on schedule, ensuring all tasks are executed accurately and on time.
  • Reviews and updates standard T3K Trade Settlement procedures to streamline task steps, improving clarity and usability for team members.
  • Reversed and reposted trades, as directed by clients, ensuring the correct trade details and timely execution of processing trades for settlement.
  • Executed macros daily on Trust 3000 to improve workflows, automate data analysis, and increase the precision and effectiveness of trade settlement.
  • Generated reports on trade activity, settlement performance, and operational metrics for management review.
  • Trained fellow employees on tasks and checklists, fostering skill development and understanding of the tasks.
  • Reviewed and set up trade tickets received from clients, accurately entering trade details into Trust 3000 and ensuring proper processing for timely settlement.
  • Reviewed, corrected, and released SWIFT messages on GTX (GTExchange) into Trust 3000.

Server

Mercato Ristorante
08.2023 - 07.2024
  • Demonstrated strong multi-tasking skills by managing multiple tables simultaneously without compromising service quality.
  • Addressed customer complaints or concerns professionally, ensuring swift resolution and maintaining positive relationships.
  • Consistently met or exceeded performance goals related to sales targets, customer satisfaction ratings, and order accuracy.

Education

B.S - Business Management

West Chester University of PA

Skills

  • Microsoft Excel
  • Microsoft Access
  • Citrix Workplace
  • GTX (GTExchange)
  • TLM Premium
  • Trust 3000

Certification

Microsoft Excel Certification- Excel Essential Training

Microsoft Excel Certification- Excel: Macros and VBA

Timeline

Client Service Specialist

SEI Investments
07.2025 - Current

Operations Analyst

SEI Investments
07.2024 - 07.2025

Server

Mercato Ristorante
08.2023 - 07.2024

B.S - Business Management

West Chester University of PA

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Mackenzie Ring