Aleksandra Krawczyk

- deliver classroom training to employees on customer service
- support and facilitate training design
- create training methodology documentation
- plan future training efforts

- providing excellent customer service on a variety of written inquiries in a fast paced, team oriented processing centre environment
- acting as a Team Leader
- being in contact with Franklin Templeton offices in other locations to solve all possible queries
- working with English documents on a daily basis
- being a member of Business Continuity Planning Team
- participation in various international projects e.g. Get To Know Your Site, NIGO / IGO SLA
- supporting Training Coordinator in New Hires Training by preparing revision session, working manuals and useful checklists

 Providing excellent customer service on a variety of written inquiries in a fast paced, team oriented processing centre environment
 Researching inquiries and processing according to company policies, IRS regulations and compliance requirements
 Ensure that all client orders received comply with Anti Money Laundering regulations
 Reviewing, preparing, inputting and verifying customer requests using multiple applications
 Processing all non-monetary requests to create and modify shareholder accounts
 Processing shareholder and broker monetary requests: invest, liquidate, exchange or transfer fund shares in manual and electronic environments
 Be in contact with Franklin Templeton offices in other locations to solve all possible queries

 zgłębianie programu Ctrix
 wprowadzanie zleceń do systemu i nadzorowanie ich bieżącego stanu
 kontakt ze zleceniodawcami
 aktualizacja bazy przewoźników
 wspieranie pracy działu spedycji

 pisanie artykułów dla „tubylismy.pl”, portalu – przewodnika turystycznego

 przygotowywanie zestawień finansowych
 księgowanie operacji w programie iScala
 archiwizowanie dokumentów
 kontakt z klientami
 zapoznanie się z pracą działu HR