Jackson Waldron Email & Phone Number

Boston, Ma

Coordinated with internal teams and external banks to rectify client issues, pertaining but not limited to corporate action events, failed trades, share and currency discrepancies, tax documentation statuses in foreign markets, Power of Attorney documents for proxy purposes, and currency exchanges.Serviced accounts for 10 clients, which included the world’s largest investment firms with funds holding over $100 Million in assets.Submitted requests on behalf of clients for account openings, closures, and database access for their employees.Demonstrated critical thinking skills to create unique client specific solutions to facilitate trading in difficult markets.

Researched and ordered products for customers. Average of 20 customer queries daily.Oversaw maintenance and updating of customer accounts.Sourced product and prices from countless vendors daily as requested by supervisor and customers.Inspected packages and tracked products to ensure customer satisfaction.Responsible for the day to day operations in the absence of manager.Controlled inventory management system and ensured products were filled at all times.Performed local sales calls and deliveries with company vehicle.

St. Pete Beach, Fl