Bill Greene # Customer Service Representative Location United StatesDesired Salary 25 - USD/hourlyWork preference Full Time, Part TimeLinks Status Actively looking Field / Industry Customer Success * SharePreferences:Relocation: NoNotice Period: ImmediateSkill Assessments:This user has not passed any tests yet Languages: English - Report [Overview](#overview) * [Portfolio](#portfolio) ## About Me I am a customer-focused financial services professional with extensive experience in client engagement across banking and payroll environments. Over the years, I have developed a proven ability to build strong relationships, solve complex problems, and drive customer satisfaction effectively. My expertise lies in managing confidential financial data and supporting teams to achieve both service and sales goals. I have over five years of success working in remote roles, which has honed my skills in communication, multitasking, and technical support. I am adept at using CRM software and various SaaS platforms to maintain accurate records and provide seamless client service. My approach is results-oriented, and I am committed to delivering exceptional customer experiences. Throughout my career, I have worked with diverse clients including shareholders, broker/dealers, institutions, and fund groups. I take pride in being a reliable point of contact who can efficiently address inquiries related to fund performance, account activity, and transactions. I am also experienced in processing mutual fund and corporate security transactions, establishing new accounts, and proactively resolving issues. In previous roles, I have collaborated with project management teams to ensure smooth client onboarding and compliance with payroll laws across multiple states. I have demonstrated strong problem-solving skills by resolving customer escalations and enhancing customer satisfaction consistently. Additionally, I have experience training clients remotely and supporting internal teams to improve client retention. My background also includes leadership experience as a branch manager, where I led operations of a high-value service branch, managed cross-functional teams, and drove revenue growth through targeted business acquisition and client relationship enhancement. I am passionate about continuous improvement and fostering partnerships to achieve organizational goals. ## Skills ### [Problem Solving](https://jobicy.com/talent/problem-solving.md)[Salesforce](https://jobicy.com/talent/salesforce.md)[Account Management](https://jobicy.com/talent/account-management.md)[Relationship Building](https://jobicy.com/talent/relationship-building.md)[Technical Support](https://jobicy.com/talent/technical-support.md)[Customer Retention](https://jobicy.com/talent/customer-retention.md) ## Experience Investor Services Representative @ SS&C Technologies 9/2025 - Present Deliver exceptional customer service by providing internal and external clients with comprehensive transfer agency and shareholder support, utilizing CRM software to maintain accurate records and address inquiries efficiently. Serve as a primary point of contact for shareholders, broker/dealers, institutions, and fund groups by maintaining accurate records and addressing inquiries related to fund performance, account activity, and transactions with professionalism and efficiency. Process a wide range of mutual fund and corporate security transactions, establish new accounts, and proactively research and resolve issues to ensure a seamless client experience. Implementation Payroll Specialist @ Insperity 2/2023 - 3/2025 Collaborated as part of Project Management Team to ensure problem-free client onboarding. Demonstrated proficiency in navigating multiple computer applications, including CRM (Salesforce) and SaaS platforms, ensuring timely and accurate payroll processing for clients. Analyzed and processed complex payroll data with precision, facilitating timely distribution of payroll reports, and ensuring compliance with multi-state payroll laws. Fostered strong relationships with department management and internal teams, contributing to initiatives that enhanced region-wide client retention. Resolved customer escalations by applying problem-solving skills, performing in-depth research, and crafting clear and concise written responses, leading to consistent 10% enhancement in customer satisfaction. Implementation Payroll Specialist @ Paychex 4/2022 - 8/2022 Facilitated Paychex client onboarding, optimizing use of Paychex Flex platform while maintaining SLA compliance. Provided remote support and training, addressing technical questions and system use for new clients. Collaborated with internal teams and sales partners, upholding Paychex product expertise while facilitating remote client onboarding. Payroll Specialist @ ADP 2/2016 - 8/2021 Collaborated with 75 - 80 client portfolio to analyze and deliver solutions in multi-state payroll processing, payroll taxes, and human resources. Coordinated efforts with assigned HR Business Partners and departmental Centers of Expertise (COE) in payroll integration initiatives. Enabled swift resolution of payroll processing challenges involving time reporting, PTO accruals, direct deposit, deductions, deferred compensation (401K), and garnishments. Enrollment Advisor @ University of Phoenix 8/2014 - 7/2015 Assisted students in selecting programs and navigating financial aid, offering tailored guidance through virtual appointments. Provided proactive support, improving student onboarding and overall retention rates. Branch Manager @ SunTrust Bank 3/2005 - 2/2014 Led operations of $40M service branch, achieving steady revenue growth via targeted business acquisition and client relationship enhancement, surpassing established branch performance objectives. Managed cross-functional teams, trained staff on compliance and customer engagement, and enhanced process efficiency. Fostered partnerships with internal departments, including commercial lending, and retirement services / financial planning. ## Education University of Phoenix, Atlanta, GA 2011/2013 Master of Business Administration and Management, Finance University of Phoenix, Atlanta, GA 2009/2011 Bachelor of Science in Business - Finance Portfolio not available.