Magdalena Wołosińska

* Maintaining relationships with external and internal customers via
e-mail and telephone
* Archiving and scanning documentation
* Resolving and Investigating payment queries in SAP.
* Negotiating payment plans
* Chasing debt by telephone and e-mail.
* Supporting allocation of payments in accordance with customer
remittances
* Processing and generating reminder letters and monthly statements
* Ensuring that all major accounts work to agreed order to cash cycle.
* Daily and month end reporting and account reconciliations.
* Preparing regular and ad hoc forecasts and risk reports
* Working to strict monthly and annually targets

* Settling securities transaction
* Implementing the changes to the investments funds
* Cooperating with Transfer Agents of various funds
* Dating the meeting of shareholders
* Sorting out the queries regarding investment funds and the changes
that are due to be introduced

*Support Team Leader in all administration duties, write reports
* Coordinating all activities to deliver the service
* Resolving the queries in written and verbal form
* Preparing Reports
* Writing training plans
* Train New Joiners
* Perform audits
* Perform ledger reviews
* Maintaining a detailed knowledge of service requirements and the
potential business impact of service failures

* customer portfolio maintenance and ledger management
* effective communication with UK-based clients over the phone and
via email
* cash collection, credit control, query resolution
* maintaining low aged balances
* verification and reconciliation of financial accounts
* preparation of supplementary documents
* day-to-day cooperation with various Zurich's departments
* identifying potential process improvements

* accepting the telephone order
* fulfill requests online
* working with courier companies for the implementation and monitoring of clients’ orders
* promote and sell products at discount prices reaching the standards set by the company
* the submission of reports and accounting of daily sales

* negotiation of prices and conditions of service contracts
* monitoring and reporting the results of the campaign maintenance
* logistics, working with departments to implement the orders of customers
* coordination and monitoring of corrective action in case of complaint
* building and maintaining good relations with the client