- Supported the management of implementations using domain methodology and best practice knowledge Advocates and facilitates customer Service and domain team integration providing alternatives to eliminate redundancies/gaps
- Assists in the development of CS requirements by researching CS issues, escalating to the CS Domain Manager as needed
- Attended CS status meetings and updates CS Domain Manager on status of work, raising any deliverables or key dates in jeopardy
- Collaborates with ongoing team members, implementation team aligned to project to establish strong relationships
- Conduct monthly process reviews to share people performance & process metrics, maintain process data
- Translates client requirements into key tasks requiring customization and Consulting with service aligned Manager, analysts and ongoing team to determine and tailor legal documents needs for client team
- Tailors case management (including internal/external setup, topics/subtopics and workflow catalog)
- Reviews and translates domain specific and common client requirements to tailor provisional and procedural tools, security guides and additional reference database information
Training/Transition to Ongoing
- Creates client specific training calendar and materials
- Creates and ensures fully functioning test cases are ready for CS training and call simulations
- Coordinates and facilitates CS client specific training in partnership with SME aligned resource(s) and Develops CS call simulations
- Supports pre‑live verification and transition activities to ensure a successful live date
CAPEX (Capital Expenditure)
- Collaborated with IT team and individual business leads to understand and forecast budget and asset requirements
- Assisted with daily asset allocations and new issuance requests within business units.
- Generated reports for compliance and adherence activities
- Coordinated with capacity managers on attrition cases and asset recoveries for terminated employees.
- Hosted quarterly review meetings with the Execution Hub Sector Head.