I am a multi-versed client service specialist with over 10years experience in commercial, retail banking, transition acquisition support and wealth management. I am an expert in client facing and collaborating with teams to establish and maintain client relationships. My goal is to effectively use my skills in a collaborative environment. I
Experience
Truist Bank
Feb 2023 – Feb 2024
Remote
Transitions Support Specialist
Help client regarding submitting wire and ACH transactions and approval
• Act as an escalation point for unresolved or complex transition issues, collaborating with other teams for resolutions
• Troubleshoot and resolve technical issues, including software and network problems
• Assist clients in successfully completing onboarding processes.
Morgan Stanley
Mar 2016 – Aug 2023
Columbus, OH
Client Service Associate
• Address client concerns regarding ACH, WIRE and External transfers, through communication channels such as phone, email, and face to face interactions.
• Foster and nurture relationships with clients to ensure their satisfaction.
• Conduct research to assist clients in resolving their inquiries and fulfilling their requests. Collaborate closely with teams to offer support and deliver solutions to clients.
• Keep track of client interactions and problems providing reports to management.
RBC Capital Market
Oct 2022 – Apr 2023
Hybrid
Operations Associate I
. Accurately and promptly handle dividend and interest payments. •. Reconcile dividend and bond payments.
•. Resolve any discrepancies, in transaction records.
• Work with teams to address and resolve payment related issues.
• Maintain smooth payment processing by coordinating with vendors and clients. • Establish procedures to streamline payment processing efficiency., provide payment date and calculations to FA/CSA