stephanie reynolds

* Managing large Public Accounting Firm account(s) regarding – invoicing, account balance, increase line of credit, product(s) inquiries, conference attendees, refunds and credit adjustment. Researched any issues that develop regarding their accounts with the Institute. * Educating clients to different services that the Institute provides * Develop relationships with internal/external customer to enhance the reputation of the Service Center * Conducting training classes for temporary agent(s) and supporting their day-to-day workload. Preparing monthly productivity reports * Facilitates new hire training and skill-building programs using a variety of instructional methods (classroom training, WBT, self-directed, etc.) * Partners with management staff with design and development of training programs * Expertise in a variety of topic/curriculum areas * Successfully maintains schedules, training records, files, materials and enrollment process in compliance with organization requirements

* Training Coordinator * Central contact for all employees in the Asset Servicing Group regarding training resources. * Knowledgeable regarding training initiatives, projects and programs offered. * Communicate training information to employees worldwide at all levels. * Responsible for managing the training infrastructure including information database, websites, training materials and other items to support employee training. * Arranges all logistical aspects of program delivery including participant registration. * Oversees material production and fulfillment. * Facilities training set-up, instructor(s) communications and project/course finances. * Responsible for data collection, analysis and reporting of training statistics. * Key participant in client education events such as client education program held bi-annual. * Communicate with clients, monitor enrollment records and manage multiple seminar details.