Jennifer Sum: in Irvine, CA
Jennifer Sum
Irvine | United States
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Summary
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Activity
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Work experience
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
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
University of California
Bachelor of Science in Mathematics | 2008 - 2012
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