john r goss resume
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John R. Goss III244 Pulaski Ave. Wallington, NJ 07057
JohnRGossIII@gmail.com 973-632-3123
SUMMARY OF QUALIFICATIONS
Client service operations manager, with over 15 years of professional experience. Exceptionally organized, with well-developed interpersonal skills and the ability to motivate
and direct others in a supportive, cooperative environment. Proficient in MS Office, Word, Excel, Power Point, along with proprietary applications and
outside systems.
Key Skills
Strong Analytical Skills Staff Development &
Training Policies & Procedures
Manuals
Ad-Hoc Report Preparation
Spreadsheet & Database Creation
Interpersonal skills
Accounts Payable/Receivable
Billing Management Expense Reduction
Professional Experience
INVeSHARE, New York, NY April 2015 – September 2015
Investment Company Coordinator Procurement of materials necessary for the fulfillment shareholder communications,
following SEC regulations. Optimize, build and maintain positive relationships with third party agents and vendors. Prepare daily audit reports, which include completed / outstanding items and exceptions
that are in need of research and resolve promptly.
UBS Financial Services, Weehawken, NJ November 1997 – April 2015
Investment Advisory/Institutional Consulting Billing Analyst, October 2012 – April 2015Insurance & Annuities Operations Analyst, January 2009 – March 2010Operations & Service Excellence Manager, November 1997 - January 2009 Oversee the preparation, review and finalization of approximately 500 invoices / quarter for
all Institutional Consulting billing and commission payments, via RevPort billing. Key contact and escalation point for Money Managers and Financial Advisors to research
and resolve billing issues. Coordinate and manage new annuity product updates with Marketing, Operations,
Licensing, and the Legal departments. Produce & distribute monthly/quarterly finance reports for Accounts Payable and Sales &
Marketing teams. Collect, analyze and integrate information from internal and external stakeholders regarding
business process work flow efficiencies. Serve as liaison between the company and stakeholders in formulating policies and procedures for process/ function.
Identify service trends and develop, implement, or promote training for improvement.
Managed Mutual Funds Operations department, consisting of fourteen (14) Product Representatives, ten (10) processors and trade desk personnel between multiple locations.
Responsible for overall service climate of the Mutual Funds, Insurance & PACE Operations departments by promoting service excellence, addressing issues or challenges and executing initiatives.
Education
William Patterson CollegeMorris County College
1990 – 19921988 - 1990
References available upon request
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