Dahlia Marshall

8 Colonial Court                                                                                H: (609) 265-9212

Hainesport, NJ  08036         dahlia.marshall@yahoo.com            C:  (609) 346-4729

SUMMARY:  Self-motivated, experienced individual with extensive experience in providing high quality service to institutional clients in a fast paced environment. Well organized, detailed oriented team player recognized for excellent problem solving and communication skills.

EDUCATION:

Rutgers University, New Brunswick, New Jersey 

Bachelor of Arts, Communications

Network Learning Institute, Mount Laurel, New Jersey

Certificate of Completion in Microsoft Office 2007

PROFESSIONAL SKILLS

administrative:

§ Reviewed anti-money laundering policies with manager and relationship manager to
identify suspicious transactions.

§ Required to periodically take and pass on-line AML courses administered by the bank (KYC). 

§ Trained new employees on internal bank systems and banking procedures.

§ Responsible for collecting outstanding trustee fees from pension clients.

§ Established and maintained account profiles on a monthly basis.

§ Produced ad-hoc monthly reports for clients as a supplement to their financial reports.

CUSTOMER SERVICE:

§ Worked with plan sponsors, investment managers, auditors and all interested third parties
on a daily basis regarding processing transactions, solving problems and generating reports.

§ Managed the delivery and accuracy of monthly reports to clients.

§ Participated in client meetings and client reviews to ensure client satisfaction.

§ Handled the beginning stages of setting up new accounts for new and existing clients.

§ Examined the feasibility of deals to facilitate new business and enhance revenue to the bank.

§ Met with internal project teams to monitor and manage client expectations resulting in the migration of clients from the vulnerable list to the referable client list.

WORK HISTORY

Present: Network Learning Institute, Mount Laurel, NJ

Career Services - Internship

Searched and researched job postings for students. Assisted with the coordination

                      of workshops. Answered phones organized and updated student files.

JPMorgan Chase, New York, NY

2006-2009:    Senior Client Service Officer, Institutional Asset Services - (Position eliminated)

2002-2006:   Client Service Officer, Institutional Asset Services - (Promoted to Assistant Treasurer)

1994-2002:   Client Service Administrator, Global Security Services – (Admin Asst. to Vice President)

COMPUTER SKILLS

Working knowledge of Microsoft Office Word, Excel, and Outlook

EXTRA CURRICULAR ACTIVITIES:

§ Prepared food baskets for the Thanksgiving Holiday for families in need.

§ Member of the Job Development committee of the Professional Services Group.

§ Volunteer work at Tree House Books, North Central Philadelphia.