• 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

• Organized client calls, arranged end of year reports, prepared agendas ahead of client meetings, and created Excel and PowerPoint files.• Ensured integrity of data by testing and sampling documents provided by the client which required keen attention to detail.• Enhanced communication skills through various on-site interactions with numerous clients throughout my tenure with Deloitte.• Assisted clients with special requests and projects leading to greater cost and time… Show more • Organized client calls, arranged end of year reports, prepared agendas ahead of client meetings, and created Excel and PowerPoint files.• Ensured integrity of data by testing and sampling documents provided by the client which required keen attention to detail.• Enhanced communication skills through various on-site interactions with numerous clients throughout my tenure with Deloitte.• Assisted clients with special requests and projects leading to greater cost and time efficiencies prior to deadlines. Show less