sophieswyer

Relationship Manager

I bring a wealth of experience and expertise in collaborating seamlessly across both technical and non-technical teams to drive customer success. With a comprehensive background in marketing, finance, and technical domains, I possess technical proficiency in MS Office, Salesforce, and SQL. I've been instrumental in streamlining processes to prioritize resource management and enhance customer experiences across various disciplines. As a versatile individual, I excel in developing exceptional relationships with clients, peers, and senior management to achieve business goals. My track record includes proven problem-solving and analytical skills, coupled witha rapid learning curve, enabling me to adapt and thrive across diverse industries.


Experience: 2 years

Yearly salary: $74,000

Hourly rate: $0

Nationality: 🇬🇧 United Kingdom

Residency: 🇬🇧 United Kingdom


Experience

Associate Account Manager
Amazon
2022 - 2022
I completed an intensive training program centred on utilising Amazon Ads platforms and products to shape e-commerce digital media strategies for both short- and long-term goals. During the program, I gained expertise in leveraging strategic approaches to boost sales on the Amazon shopper platform across various European markets.
Senior Client Support Specialist
SS&C Advent
2021 - 2022
In a global capacity, I provide support for a customized fund operational solution used by investment firms with Assets Under Management (AUM) of up to $10 billion across EMEA and MENA. My primary focus is on bridging the divide between financially oriented clients and internal technical teams. I specialize in translating clients' business objectives into bespoke platform solutions aimed at improving back-office efficiency. Additionally, I enhance the experience for high-value clients through clear communication and independent technical expertise, while also serving as the primary point of contact as the senior escalation globally.
Client Support Specialist
SS&C Advent
2020 - 2021
Cultivated robust working partnerships with clients worldwide and internal collaborators. Played a pivotal role within the project team as a technical specialist and served as the Point of Contact (POC) for the inaugural UK-based client to adopt the fund operation software. Spearheaded process enhancements to streamline training requirements by fostering knowledge exchange. Crafted comprehensive documentation tailored for both clients and internal stakeholders. Effectively communicate technical and non-technical information to fund investment firms on a daily basis.
Client Support Representative
SS&C Advent
2018 - 2020
Achieved two internal certifications in bespoke fund operation, as well as relationship and portfolio management solutions. Conduct data analysis based on client’s portfolio and ledger information. Resolve technical issues by using SQL code to resolve bugs and custom page requests. Independently manage workload and prioritise incoming support requests via phone and web channels.
Administrator I (2015 – 2017) and II (2017 – 2018)
The Bank of New York Mellon
2015 - 2018
Designed and directed training programs across the reconciliation team. Team Senior acting as the primary escalation point for team members and stakeholders. Evaluated current processes to develop and implement innovative workflows. Generated and presented customised reports to senior management, highlighting trends and project outcomes. Received three internal awards for 'Managing Risk' and 'Driving and Delivering Excellence.' Analysed financial data meticulously, with a sharp attention to detail

Skills

account-manager
customer-success
customer-support
digital-marketing
marketing-analyst
sales
sql
english