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Jennifer Sum: in Irvine, CA

Jennifer Sum

Irvine | United States
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Summary

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Work experience
Image State Street

State Street

Client Service Operations Specialist - Associate | 12/2014 - 10/2017

? Executes monthly processes in addition to daily fund and account activities and checks to ensure accurate portfolio valuation ? Works and communicates effectively with internal teams and the client to resolve issues in a timely manner ? Researches and resolves exceptions, reconciliations, and email inquiries quickly ? Perform monthly investment manager reconciliations, resolving exceptions and analyzing portfolio valuation variances ? Escalates problems and suspicious activity to appropriate management ? Produce and deliver monthly plan accounting reports to client within deadlines established in SLA ? Creates and implements lean principles to enhance our daily procedures ? Supports and collaborates with other team members, trains new hires and serves as escalation contact for captive team
Image Parnassus and China Basin

Parnassus and China Basin

Front Desk/Scheduler | 12/2013 - 05/2014

? Greeted and checked in patients into the Apex and Decrad System ? Prepped patients for the radiology technologist which included changing patients, taking them to get an IV or changing room ? Assists the technologist in communicating with the patients and their family members and providing them with information upon their arrival ? Answered phone calls from technologists, doctors and nurses with questions regarding patients, and scheduling ? Provided directions for staff, visitors, and fielded inquires at the reception
Education history
Image University of California

University of California

Bachelor of Science in Mathematics | 2008 - 2012

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1501 Lincoln Blvd.#1014 Venice, CA. 90291