? 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

Client Service Operations Specialist - Associate

? 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

Front Desk/Scheduler

Find out detailed information about Jennifer Sum,  in Irvine, CA

Jennifer Sum: in Irvine, CA

Jennifer Sum

University of California