Monica Valencia, Pmp Email & Phone Number

New York City Metropolitan Area

New York, New York

Greater New York City Area

• Supports BARX Sales; onboarding clients across multi-dealer FX platforms and Fixed Income platforms in addition to Barclays proprietary BARX platform.• Completes due diligence analysis to ascertain a client's readiness to trade checking KYC, credit, and downstream system mappings. • Works with Sales and various support teams to create enhancements in client onboarding with a focus on increasing market share through a more streamlined end to end process.

Greater New York City Area

• Worked with multiple teams/platforms to source valid client contacts to be utilized for client regulatory outreach.• Interacted with clients via phone to gather regulatory status and to discuss discrepancies with adherence/questionnaires.• Monitored and tracked global group inbox on internal requests and client responses and actions.• Ran daily reports tracking regulatory valuation responses.

Jersey City, Nj

• Responded to recurring client requests on a monthly, quarterly, or annual basis, including but not limited to data templates, assets, holdings, attribution, performance, characteristics, commentary, questionnaires, surveys, fact sheet distributions, etc.• Organized and prepared materials for client meetings/portfolio reviews, due diligence visits and conference calls. • Completed questionnaires, including working with the Request for Proposal team on new business proposals and requests for information.• Updated databases on a quarterly basis and conduct research on various topics and work on special projects on an ad hoc basis. • Responded to daily ad-hoc client requests.

• Promoted to Senior Administrator through fast-track promotion and assumes role of Supervisor in manager’s absence• Manage new account processes including client eligibility, new account suitability, account set-up, withdrawal, and termination requests• Handle account procedures for termination, liquidation and partial liquidation• Established and maintain database used to track new account volume• Communicate with branch and back office representatives regarding client account needs• Selected to cross train new employees in other departments to bring them to company standards and help ensure their success at the company• Handle fee reconciliation and ensure that payments made to the company are within set percentage limits• Maintain sales and marketing file of monthly business statistics

• Served as liaison between patients and the medical center, provided advocacy services in accordance with the “Patient Bill of Rights”• Investigated and responded to any concerns/complaints regarding quality of care in order to collaborate with management in the facilitation of quality improvement• Responded to the patient survey data; analyzed and conducted follow-up