• Perform initial analysis on Annual, Semi – Annual & Quarterly financial reports, templates, and data manipulation as specified• Setup accounts in Arc reporting and Arc exchange by analyzing, developing, and implementing a strategy as per the client • Facilitate clients on system, resolve data issue, formatting issues and recommend client a new unique logic to resolve issue• Evaluate the systems by resolving functionality related issues and escalated technical issues to the appropriate teams• Prepare generally used guides, by developing client-specific documentation and train clients regarding the functionality• Assist clients with version upgrades and UAT testing to ensure seamless product migration• Provide feedback on product enhancements based on interactions with the client and working in Ad Hoc projects as assigned

• Processed and confirmed trades using Invest TA, SQL Server Management Studio• Researched routine errors, failures, and inquiries in the system• Resolved issues related to daily, weekly, and monthly reporting and escalated unresolved issues to management• Actively supported client investment management and resolved discrepancies, inquiries from clients and other departments• Managed highly confidential and sensitive information that pertains to client issues• Organized daily workflow to ensure all inquiries are responded accurately and in a timely manner• Consolidated any updates or changes to formal procedures, databases, and client files for manager review

• Ensured regulatory reform compliance during the onboarding of clients and accounts to comply with the new rules• Managed onboarding processes and procedures to comply on an on-going basis with Regulatory Reform requirements• Maintained internal systems for workflow management, data storage and monitored potential onboarding issues in MCH• Resolved and escalated issues proactively in a timely manner with strong working relationships with existing institutional clients

• Reviewed the client’s individual situation and personal objectives• Analyzed and reviewed the client’s needs and developed and implemented a strategy to help clients achieve their financial goals• Monitored progress on client portfolio and provide ongoing service to the client’s needs and situation change over time• Made a firm number of clients in the first quarter and was awarded Career Life Success award