Equity Plan Analyst
• Honed strong bonds with clients by ensuring their requirements were dealt with promptly and efficiently. • Managed the assets of several clients with purchases, sales, etc. conducted regularly on the client’s behalf.• Ensured client events ran smoothly by planning and organizing weeks in advance of events.• Operated as part of larger team, assisting team members as the workload increased allowing for strong interpersonal relationships to form.• Reconciled client holdings and… Show more • Honed strong bonds with clients by ensuring their requirements were dealt with promptly and efficiently. • Managed the assets of several clients with purchases, sales, etc. conducted regularly on the client’s behalf.• Ensured client events ran smoothly by planning and organizing weeks in advance of events.• Operated as part of larger team, assisting team members as the workload increased allowing for strong interpersonal relationships to form.• Reconciled client holdings and prepared complex files on an ad-hoc basis for each client which required substantial attention to detail prior to transfer of files to client.• Received average client satisfaction scores of 9.0/10.0 on annual surveys.• Nominated for diligent and efficient service in annual company awards. Show less