Order/Execution Management System Implementation and FIX Connectivity

- Provide exceptional service delivery to internal and external Wealth Management banking clients to resolve account service issues and respond to client inquiries promptly and effectively.- Preparation, control and maintenance of Know Your Client (KYC) and account opening documentation. Liaison with clients in order to assist Relationship Managers in performing KYC for new, existing and prospective clients.- Process and approve client deposits, transfers, wires, loan advances, etc- Perform other duties as assigned.

● Worked on a team supporting check & payment processing applications used by Federal Agencies and international clients● Used Excel to automate metrics related to incoming customer inquiries and created individual employee scorecards to track individual and team performance metrics● Led project to increase the efficiency of ticket creation for customer service calls by optimizing the employee input process● Coordinated an office-wide networking event involving 16 college summer interns● Presented PowerPoint on summer projects and internship experience to the Senior Leadership Team and office staff

● Coordinated food/drink orders and deliveries for simultaneous customer parties of varied sizes with staff● Trained and mentored new staff on restaurant policies and job responsibilities and duties