Open to opportunities

Samantha Jesus

@samanthajesus

Message

I support trust, retirement, and payment operations through accurate client service and financial administration.

United States

Message

What I'm looking for

I'm looking for a client service or financial operations role where I can support trust, retirement, payment, or account administration while delivering accurate, compliant outcomes for clients.

At FIS, I support client trust and retirement accounts, review and authorize distributions and transactions, interpret plan provisions and trust agreements, and prepare documentation for audits and regulatory examinations.

Previously at Global Payments and TSYS, I supported financial transaction processing, balancing and verification, general ledger updates, chargebacks, and supplier enrollment for virtual credit card programs. I bring 10+ years of client service, relationship management, financial operations, and confidential account administration experience.

Experience

Work history, roles, and key accomplishments

Current

Client Service & Support Representative II

Current

FIS

Jul 2022 - Present (4 years)

Serves as primary point of support for client trust and retirement accounts, ensuring timely and accurate resolution of inquiries. Reviews and authorizes account distributions and transactions in accordance with policy and procedure.

Trust Administration Retirement Services Account Administration Regulatory Compliance Audit Support Data Security Confidentiality

Client Service Analyst

Global Payments

Aug 2018 - Jul 2022 (3 years 11 months)

Supported financial transactions including incoming/outgoing associations, vendor files, batch adjustments, and chargebacks on the TSYS system. Handled general ledger out-of-balance issues and updated accounting options and table changes.

Financial Transactions General Ledger Accountant TSYS Accounting Balancing Verification Batch Processing

Enrollment Customer Service Representative

TSYS

Jul 2016 - Aug 2018 (2 years 1 month)

Contacted suppliers via outbound calls to enroll them in virtual credit card programs, handling 60-80 calls per day. Sent referrals and followed up through the MSOL program, and participated in client site visits and meetings.

Outbound Calling Virtual Card Customer Service Referral Management