Terri Kwasniewski
Customer Service at Thomson Reuters
- Role
- Area Support Representative at Thomson Reuters
- Location
- Brookfield, WI, US
- LinkedIn followers
- 500 followers
Experience
Area Support Representative
Jan 2011 — Present
Client Support Specialist for multiple areas including: Cost Basis, Statements, Name and Address, Year-end Processing and BETAccess files Key Highlights• Perform a variety of duties in support of client cost basis, client statements and real time account information• Work directly with cost basis, year-end processing, client statements and system security departments at client firms• Provide support, training and education to client specialists, conversions staff, and service desk representatives• Deliver high level of service to internal and external clients • Conduct audits and execute test plans to validate accuracy of account information on proprietary system on-lines • Support external client calls regarding compliance with IRS Cost Basis Legislation requirements• Point person for monthly and year-end checkout for client statement processing • Authored and co-authored policies, procedures, guidelines, reference sheets, and other documentation for Client Services division
Skills
- Troubleshooting
- Business Process Improvement
- Vendor Management
- Sharepoint
- Visio
- Software Development Life Cycle (Sdlc)
- Requirements Analysis
- Customer Service
- Project Management
- Business Analysis
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