Htet Ei Wai

Htet Ei Wai Email and Phone Number

Senior Client Service Associate @ Capital Group
New York, NY, US
Htet Ei Wai's Location
New York, New York, United States, United States
Htet Ei Wai's Contact Details

Htet Ei Wai work email

Htet Ei Wai personal email

n/a
About Htet Ei Wai

HTET WAI ‘19 is a graduate from Suffolk University with a (Cum Laude) BSBA in Finance and Business Law. She grew up in Yangon, Burma and moved to the United States to attend higher education and pursue a career in wealth management. Htet is currently a Client Relationship Associate at Capital Group.

Htet Ei Wai's Current Company Details
Capital Group

Capital Group

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Senior Client Service Associate
New York, NY, US
Website:
fpcgllc.com
Employees:
20
Htet Ei Wai Work Experience Details
  • Capital Group
    Senior Client Service Associate
    Capital Group
    New York, Ny, Us
    View
  • Capital Group
    Client Relationship Associate
    Capital Group Mar 2022 - Present
    Los Angeles, Ca, Us
    View
  • Neuberger Berman
    Shareholder Service Representative
    Neuberger Berman Nov 2019 - Feb 2022
    New York, Ny, Us
    Resolved trading issues and discrepancies by researching account and transaction records.Handled an average of 40 calls per day to address shareholder requests for trades, documents, and account activities.Demonstrated commitment to resolution by swiftly following up on account inquiries for external and internal clients and representatives. Managed ad-hoc projects assigned by supervisors resulting in raised productivity. (22c2 review, Escheatment)
    View
  • Starry, Inc.
    Field Marketing Associate
    Starry, Inc. Dec 2018 - Nov 2019
    Boston, Massachusetts, Us
    Effectively represented the company at product (and service) launches and events from exhibiting full understanding of the company’s values, mission, and product.Gathered feedback and increased data collection for the marketing team regarding customer insights and questions.
    View
  • Arter Financial Strategies
    Financial Planning Intern
    Arter Financial Strategies May 2017 - Aug 2018
    Prepared portfolio reviews and recommendations by analyzing client portfolios on a quarterly basis.Boosted efficiency by introducing and coaching colleagues on processes that saved time for CRM and various wealth platforms. Gathered, entered, and analyzed clients’ financial data in comprehensive financial planning software for at least 30 clients.
    View

Htet Ei Wai Skills

Leadership Microsoft Office Teamwork Microsoft Word Social Media Public Speaking Time Management Customer Service Retail Microsoft Powerpoint

Htet Ei Wai Education Details

  • Suffolk University - Sawyer Business School
    Suffolk University - Sawyer Business School
    Finance And Business Law
  • Newtown High School
    Newtown High School
    High School Graduate Degree

Frequently Asked Questions about Htet Ei Wai

What company does Htet Ei Wai work for?

Htet Ei Wai works for Capital Group

What is Htet Ei Wai's role at the current company?

Htet Ei Wai's current role is Senior Client Service Associate.

What is Htet Ei Wai's email address?

Htet Ei Wai's email address is hwai@nb.com

What schools did Htet Ei Wai attend?

Htet Ei Wai attended Suffolk University - Sawyer Business School, Newtown High School.

What skills is Htet Ei Wai known for?

Htet Ei Wai has skills like Leadership, Microsoft Office, Teamwork, Microsoft Word, Social Media, Public Speaking, Time Management, Customer Service, Retail, Microsoft Powerpoint.

Who are Htet Ei Wai's colleagues?

Htet Ei Wai's colleagues are Gaurang V., R. Michael Clurman, Jr., Dimitry Drovniachine, Rory Searing, Alexa Kim, Christina Perez, Peter Brown.

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