As a Wealth Management Associate at AssetMark through Incedo Inc., I manage a high volume of transactions, processing 40 to 50 cases daily. My role focuses on handling money-out transactions for IRA and non-IRA accounts, including partial withdrawals, account terminations, full transfers to contra firms, and systematic withdrawal plans. I ensure the accuracy and timeliness of fund transfers, execute trades, and update accounts in close collaboration with financial advisors. My responsibilities also include addressing and resolving account inquiries and discrepancies, maintaining regulatory compliance, and contributing to operational improvements to enhance both efficiency and client service.

At NatWest Group, I led the closure of 20–30 Ulster Bank accounts daily, ensuring accurate fund transfers through Bankline (SWIFT) or issuing cheques. My role involved proactive email support, resolving customer inquiries related to account closures, and performing daily reconciliations. Transitioning to manage GDPR Subject Access Requests (SARs), I collaborated with cross-functional teams to handle data requests, conducted detailed data analysis, and ensured compliance with data protection standards. I successfully resolved 95% of approximately 2000 GDPR cases, contributing significantly to team performance and maintaining high compliance standards.

In my role as an Operation Representative, I reviewed, analyzed, and verified insurance claim applications and supporting documentation. I communicated effectively with customers and teams to resolve claims efficiently and processed 400 to 500 insurance claims daily for CIGNA. My focus was on clarifying customer requirements and utilizing decision-support tools to deliver high-quality resolutions in a timely manner.