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