Heidi Hendricks Email & Phone Number

Chicago, Il, Us

New York, Ny, Us

Chicago, Illinois, Us

New York, Ny, Us

• Perform project related tasks associated with clients profiles and accounts eg Client Data reviews , Data entry and Documentation Reviews etc.)• Verified work processed by team members to identify errors and resolve data issues.• Processing demographic updates on client profiles. • Reviewing legal documentation for each client profile and determining if documentation supports their account relationships.• Proactively in contact with offshore Technical and Credit teams to assist with ongoing issues and concerns.• Assigned work to team members and responding to inquiries from JP Morgan Mailbox to resolve questions, investigate issues and develop a satisfactory response to bankers and clients concerns.• Processing the merging of client profiles and reviewing documentation to confirm if both profiles belong to the same client prior to the merge.• Cross trained team members to gain in-depth understanding.

Sandton, Gauteng, Za

• Facilitated the transfer of Personal Retirement Annuities in terms of the Section 14 Pension Act, for both internal and external investment companies.• Ensure effective and efficient service delivery for both internal and external stakeholders including Trustees by providing information that relates to the transfer, requested research and documentation.• Prefilled and processed all legal documentation prior to the Transfer. Documents submitted to the Registrar of the Pension Fund for approval . Handling the transferring of the Pension Risk Transfer to another insurer.• Handling and resolving all inquiries.• Assisted with automated Process Improvement.

Sandton, Gauteng, Za

• Properly identifies Clients adhering to guidelines in the Client Identification Policy.• Completed daily and resolving internal client requests by receiving e-mails, phone calls from financial advisors , brokers, clients and internal consultants.• My tasks and duties involved wire transfers, change of address, account transfers, stop payments, account research, cancellations, loan payments, client corrections and verifying death claims. • Lodging applications and preparing submissions for new business.