Vice President Sr Client Service Associate
Chicago, Illinois, United States
Collaborated with financial advising teams and clients across multiple cities including New York, Los Angeles, Chicago and Dallas to facilitate affluent clientele’s banking, business, lending and investment needs.Led work across business partners to analyze, design, and implement solutions that drove standardization, efficiency, and quality of processes, including workflows and controls.Supported system and process enhancements, key projects, and initiatives, playing a pivotal role in the continuous improvement of operational efficiency.Developed and managed schedules for associates, ensuring optimal staff coverage levels and incorporating strategic planning to meet operational demands effectively.Conducted process walkthroughs with team leaders across impacted business areas, addressing risk and audit concerns to ensure compliance and operational excellence.