Ambreen Moorani Email & Phone Number

Westlake, Texas

• Establish and maintain financial data feeds from new onboarding financial firms to various third-party data software systems including utilizing Fidelity Investments Wealthscape, Charles Schwab Advisor Center.
• Assist with mergers and acquisitions and ensure they are completed at market close.
• Troubleshoot any issues that arise with financial data in daily overnight data feeds.
• Maintain foundational partnerships with financial firms and various internal teams to help troubleshoot and resolve cases, escalations, and partner inquiries while maintaining strong partnerships with internal.

Westlake, Texas

• Hosted weekly presentations for newly enrolled financial advisors and firms at Schwab which educated them on how to place trades and manage their client accounts in a more efficient manner using the tools and resources.
• Provide technical support/problem resolution to Registered Investment Advisor’s in a timely, professional, and courteous manner. Assist with data download and troubleshooting technical issues caused by internal and.
• Research, resolve, and Identify opportunities for process improvement and drive important issues through to resolution. Provide customers with information on other products and services when appropriate.

Westlake TX

• Answering and educating customer queries about 401K plans while processing transactions accurately.
• Effectively utilizing and navigating internal resources. Actively participating in Quality Improvement Process
• Completing Defined Contribution (401K) Plan Training and ongoing education and learning.

Westlake, Texas

• Work closely with Advisors, including those involved in the Charitable Investment Advisor Program (CIAP).
• Respond to daily communications and help maintain advisor access and researching and resolving investment issues that may impact our donors or our business.
• Primary servicing our high-net-worth clients in the Private Donor Group.

Westlake, Texas

• Financial associate for Customer Account Resolutions Workplace investing.
• Calculate employee and employer earnings for their 401K plans.
• Assist in any 401k corrections or missed employer or employee contributions.
• Communicate and educate clients about 401k and advise

Master'S Degree, Sociology Minor In Family Studies

Bachelor'S Degree, Criminal Justice

Minor, Psychology

High School Diploma