Nick Sajdak
Norfolk,MA
Summary
Motivated Investor Services Representative eager to improve financial processes and bring immediate value to the team. Highly skilled in streamlining operations to foster efficiency. Aiming to fulfill an analytical role to utilize 5+ years of excellent performance in the financial services landscape. Committed to driving client satisfaction and going above and beyond to ensure team success.
Overview
9
9
years of professional experience
Work History
Investor Services Representative III
SS&C Technologies
06.2024 - Current
- Manage day-to-day operations, working with cross-functional teams to ensure a high level of productivity and accuracy
- Contribute to the development of internal process improvements by identifying trends that lead to more efficient service delivery and boost client satisfaction
- Generate reports to evaluate specific quality assurance metrics in order to maintain 98% trade accuracy
- Handle complaints, provide appropriate solutions, and alternatives within appropriate timeframes and follow up to achieve resolution
- Evaluate employee performance, providing constructive feedback and opportunities for professional development
Workflow Coordinator
Ameriprise Financial
08.2022 - 06.2024
- Coordinated with cross-functional teams to develop workflows that optimized operational efficiency
- Analyzed existing business processes and identified opportunities for improvement
- Performed quality assurance on financial transactions to ensure accuracy
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts
- Successfully operated in a dynamic, high-volume environment and provided skilled assistance to more than 50 customers a day
Customer Service Expert
Ameriprise Financial
07.2019 - 08.2022
- Received increased responsibility and earned 20+ special recognition awards
- Selected as "Call Coach" and mentor for new hires
- Earned positive customer feedback with forward-thinking strategies
- Interacted with clients and advisors in order to achieve highest customer satisfaction
- Processed client transactions for IRAs and individual investor accounts
- Guided financial advisors and clients through various forms, applications, procedures, and policies
- Coordinated with operations staff to resolve service problems
- Resolved conflicts to reach win-win solutions and de-escalate complaints
- Helped large volumes of customers every day with positive attitude and efficiency
Transportation Specialist
Paramount Transportation
05.2016 - 08.2018
- Ensured timely deliveries by using effective communication skills and addressing potential issues promptly
- Enhanced transportation efficiency by optimizing route planning and scheduling 10+ deliveries per day
- Collaborated with warehouse personnel to ensure accurate inventory management and order fulfillment
- Resolved customer issues related to shipments while maintaining high levels of satisfaction throughout the resolution process
Education
Bachelor of Science - Business Management
The University of Tampa
Tampa, FL05-2019
High School Diploma -
King Philip Regional High School
Wrentham, MA05-2015
Skills
- Workflow Analysis
- Project Coordination
- Account & Database Management
- Financial Reporting
- Quality Assurance
- Customer Relations
- Detail Oriented
- Leadership Skills
- Complaint Resolution
- Proficient in Microsoft Office Suite, Business Optix, Microsoft Excel, Power BI, TA2000
Timeline
Investor Services Representative III
SS&C Technologies
06.2024 - Current
Workflow Coordinator
Ameriprise Financial
08.2022 - 06.2024
Customer Service Expert
Ameriprise Financial
07.2019 - 08.2022
Transportation Specialist
Paramount Transportation
05.2016 - 08.2018
Bachelor of Science - Business Management
The University of Tampa
High School Diploma -
King Philip Regional High School
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