Marie Sarr
Arlon
Summary
Highly experienced professional in financial services and asset management. Excels in cultivating trust-based client relationships that foster loyalty and satisfaction. Expertise lies in resolving complex challenges, streamlining processes, and effectively managing client portfolios. Consistently exceeds expectations by delivering tailored solutions that cater to unique needs. Fluent in both French and English. Deeply passionate about providing exceptional service and forging long-lasting partnerships within dynamic, multicultural environments.
Overview
26
26
years of professional experience
Work History
CLIENT RELATIONSHIP MANAGER
FIS / Virtus Partners
01.2021 - 03.2025
- Company Overview: Financial Services
- Ensure client satisfaction through tailored support and operational efficiency
- Managed the onboarding of new clients, reducing setup time (KYC, FATCA, CRS docs collection)
- Transfer agent Operations expertise, Fund launches and closures experiences
- Monitored client feedback to deliver actionable insights for service enhancements
- Collaborated with internal teams to improve workflows and communication
- Built strong client relationships, maintaining retention above industry standards
- Resolved operational challenges by addressing daily issues and offering viable solutions
- Analyse functional requirements and ensure successful integration of new system functionalities
- Overseeing new functional system testing, reviewing policies and procedures, and conducting inflight pre-implementation
- Acting as sales support for any client's queries
- Financial Services
CUSTOMER RELATIONSHIP MANAGER
Franklin Templeton
01.2005 - 05.2021
- Company Overview: Asset Management
- Build long-term relationships and deliver solutions tailored to client needs
- Managed high-value client portfolios, fostering trust and loyalty
- Acted as the main point of contact, ensuring timely resolution of inquiries
- Asset Management
BUSINESS ANALYST
Franklin Templeton
01.2010 - 01.2012
- Company Overview: Asset Management
- Analyze and implement solutions to improve operational systems
- Played a key role in improving client data management
- Defined business requirements and coordinated testing for operational tools
- Supported user training, facilitating smooth transitions to new systems
- Asset Management
MIDDLE OFFICE ADMINISTRATOR
BANK OF TOKYO MITSUBISHI
01.2003 - 01.2004
- Ensure accurate processing of financial transactions and reconciliation
- Processed subscriptions, redemptions, and dividend payments efficiently
- Reconciled cash and shares, ensuring compliance with regulatory standards
- Supported teams in resolving transactional discrepancies
OPERATIONS NETWORK MANAGEMENT
JPMORGAN Trust Company
01.2000 - 01.2003
- Company Overview: Banking
- Support global operations and maintain network efficiency
- Oversaw key processes to ensure operational stability across regions
- Collaborated with international teams to streamline workflows
- Banking
MARKETING ASSISTANT
GOMARK INTERNATIONAL
01.1999 - 04.1999
- Company Overview: International Marketing
- Oversaw key processes to ensure operational stability across regions
- Collaborated with international teams to streamline workflows
- International Marketing
ADMINISTRATIVE CLERK
Customs Agency
01.1999 - 04.1999
- Company Overview: International Logistics
- Managed administrative tasks and ensured timely document handling
- International Logistics
Education
MASTER - INTERNATIONAL FINANCE
I.C.H.E.C
01.2004
BACHELOR - INTERNATIONAL MARKETING
E.P.H.E.C
01.1999
ACCOUNTING ASSISTANT DIPLOMA - undefined
Marie-Stella
01.1998
Skills
- Team Leadership
- Collaboration
- Adaptability
- Organisation
- Flexibility
- Client Relationship Management
- Customer Retention
- Onboarding
- Process
- Stakeholder Engagement
- Drive
- Customer engagement
- Cross-functional team coordination
- Customer problem resolution
- Optimize client satisfaction
- Analyze stakeholder requirements
- Operational process improvement
- Ensure data quality
- Develop tailored solutions
Languages
French
English
music reading , sport
- Passionate of Latin music
Reading: fiction, adventure, detective novels…
Travelling - Sport: fitness
Timeline
CLIENT RELATIONSHIP MANAGER
FIS / Virtus Partners
01.2021 - 03.2025
BUSINESS ANALYST
Franklin Templeton
01.2010 - 01.2012
CUSTOMER RELATIONSHIP MANAGER
Franklin Templeton
01.2005 - 05.2021
MIDDLE OFFICE ADMINISTRATOR
BANK OF TOKYO MITSUBISHI
01.2003 - 01.2004
OPERATIONS NETWORK MANAGEMENT
JPMORGAN Trust Company
01.2000 - 01.2003
MARKETING ASSISTANT
GOMARK INTERNATIONAL
01.1999 - 04.1999
ADMINISTRATIVE CLERK
Customs Agency
01.1999 - 04.1999
BACHELOR - INTERNATIONAL MARKETING
E.P.H.E.C
ACCOUNTING ASSISTANT DIPLOMA - undefined
Marie-Stella
MASTER - INTERNATIONAL FINANCE
I.C.H.E.C
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