Who is Luis M.? Overview
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Luis M. is listed as Admin Agent at Citi, based in Elizabeth, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Luis M..
Luis M. previously worked as PWM Client Onboarding at Goldman Sachs and Relationship Manager at Charles Schwab. Luis M. holds Bachelor'S Degree, Finance And Financial Management Services, Freshmen from Fairleigh Dickinson University.
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Email format at Citi
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Citi
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Profile bio
About Luis M.
As a dedicated finance professional, my time at Goldman Sachs focused on optimizing client onboarding processes and enhancing the client experience. Our team reviewed complex account documents daily, ensuring accurate and efficient service delivery, which directly supported sales and end-client satisfaction. My role was pivotal in streamlining operations and fostering robust team collaboration, utilizing my keen attention to detail and strong communication skills.At Fairleigh Dickinson University, I honed my expertise in finance, which I applied to my roles at Goldman Sachs and previously at Charles Schwab. Empowering clients and advisors through education on TD Ameritrade platforms and resolving intricate service issues were core aspects of my position. These experiences solidified my proficiency in client relations and operational management, driven by a motivation to contribute meaningfully to my team and our clients’ financial success.
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4 roles
Luis M. work experience
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Pwm Client Onboarding
- Reviewing 10-12 complex account opening documents per day, as well as ensuring that accounts are opened in a timely fashion to meet SLA for the day, and to foster a better client experience for the sales team and end.
- Proficient in using advanced Excel functions such as VLOOKUP, HLOOKUP, INDEX-MATCH, IF statements, and conditional formatting to analyze and interpret large datasets.
- Skilled in data manipulation and analysis using pivot tables and pivot charts to summarize and report client onboarding metrics and trends.
- Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
- Established strong attention to detail when reviewing account opening documents to ensure all information is accuratelyinputted into our internal systems.
- Ensuring that all required organizational documents pertaining to trusts, estates, corporations, and LLC's have been obtained anduploaded by our sales team.
Apr 2023 - May 2024
Relationship Manager
- Educating advisors and clients on processes, services, and procedures of the TD Ameritrade platforms
- Developed and cultivated lucrative relationships with both new and existing advisors and clients through effective communication and exemplary interpersonal skills.
- Created customized Excel reports for advisors and clients, summarizing portfolio performance, investment strategies, and market trends to facilitate informed decision-making.
- Reconciled discrepancies in financial data across multiple systems using advanced Excel functions, ensuring accuracy in client reports and compliance with regulatory requirements.
- Handling incoming advisor and client phone calls to provide operational expertise, share industry and organizational best practices, troubleshoot complex situations, and resolve service issues
- Acting as a liaison between our internal support teams, including Sales, Risk Management, Trading, Retirement Accounts, Technology etc., and our advisors and clients
Apr 2022 - Apr 2023
Bank Teller
- Accurately processed a high volume of transactions daily, including deposits, withdrawals, check cashing, and loan payments, ensuring all transactions were completed with 100% accuracy
- Identified customer needs and successfully cross-sold bank products and services, such as credit cards, loans, and savings accounts, contributing to branch sales goals.
- Provided exceptional customer service by efficiently assisting clients with banking transactions, account inquiries, and resolving issues, leading to high customer satisfaction scores.
- Addressed and resolved customer concerns promptly and professionally, reducing escalations and maintaining customer loyalty.
Dec 2020 - Apr 2022
1 education record
Luis M. education
FAQ
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What company does Luis M. work for?
Luis M. works for Citi.
What is Luis M.'s role at Citi?
Luis M. is listed as Admin Agent at Citi.
Where is Luis M. based?
Luis M. is based in Elizabeth, New Jersey, United States while working with Citi.
What companies has Luis M. worked for?
Luis M. has worked for Citi, Goldman Sachs, Charles Schwab, and Td.
How can I contact Luis M.?
You can use AeroLeads to view verified contact signals for Luis M. at Citi, including work email, phone, and LinkedIn data when available.
What schools did Luis M. attend?
Luis M. holds Bachelor'S Degree, Finance And Financial Management Services, Freshmen from Fairleigh Dickinson University.
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