-Management of cash and trade settlement for a $700 bill client (one of the most important clients of Citi) / working with multiple departments to ensure smooth operations -Mentoring coworkers /Maintenance of high workload / Displaying high levels or organizations skills and professionalism-Liaison with directors / multiple departments globally to solve complex problems internally -Liaison with external parties to settle claims, problem solve, and clear reconciliation breaks

This role is considered an operational role and it encompasses everything from client onboarding to clearing a client for trading. I’m responsible for identifying accounts with different tax statuses and sending out the necessary paperwork to our clients to open their accounts and to transfer their assets. Often times, I also roll over their retirement accounts into an outside IRA account managed by Fisher Investments. I’m on the phone about 30% of the time, talking with clients about their specific needs, collaborating with internal parties and requesting information from our custodians. The other 70% of my time is spent responding to emails, preparing documents, updating internal parties, attending meetings, self-auditing, reviewing account statements and other documents for accuracy, reconciling transactions and constantly learning about the operational side of the business. I can have anywhere between 50-70 clients at the same time and I’m responsible for transferring $1 million per client on average. Attention to detail is extremely important in this role, as a small mistake can mean delaying the onboarding, which in turn might lead to loss of market exposure or termination by the client. I also manage a very high volume of workload and successfully juggle between my day to day responsibilities, while collaborating with and helping out my team members.

Served on a team in the admissions department to screen, review and assess applications, performed GPA calculations

• Calculated fees and reconciled portfolios with a wide range of financial assets and over $40 billion of assets under management• Navigated a Bloomberg Terminal, completed administrative tasks associated with the hedge fund industry• Constantly switched between tasks on demand, worked to deadlines, mentored an intern

• Worked towards targets, such as average call handling time, after call work, first time resolution, productivity• Ensured excellent customer service and satisfaction over the phone and via email• Gained effective problem-solving skills, retained customers

• Closed and balanced cash registers at the end of each shift up to €5,000• Led co-workers along with a supervisor and in the absence of a supervisor• Worked towards targets, such average transaction value• Handled pressure in a calm manner, made quick decisions in a fast-paced work environment