Nicole Lux Email & Phone Number

Baltimore, Md, Us

Baltimore, Maryland, United States

-Client account specialist for institutional clients of the firm invested in our commingled funds and separate accounts-Assists with various client inquiries including but not limited to purchases, redemptions, audits, 5500 requests-Assists with the fee amendment reviewal process-Partners with Relationship Managers, Legal, and other areas of the firm to ensure clients requests are completed in a timely manner

Baltimore, Maryland, United States

Client Onboarding Manager• Managed derivative account openings for institutional clients of Morgan Stanley.• Ensured all operational, regulatory and documentation needs were completed ahead of the clients’ intended trade date.• Enhanced the client experience by providing expertise in the derivative lifecycle and other various operational aspects surrounding the onboarding process.• Maintained the client relationship with Morgan Stanley as a main point of contact. Hosted ad hoc and biweekly meetings with clients regarding various topics.• Automation lead for client onboarding.• Mentored new hires, provided training guidance and resources as the onboarding SME.

Catonsville, Maryland, United States

Residential Life- Greeted and welcomed residents and assisted in answering residents’ inquiries - Maintained log books, including mail log, sign in/out logs, key audit logs and equipment logs- Assisted locked out residents with creating temporary swipe cards

Catonsville, Maryland

Graduate School• Assisted with filing confidential application records.• Greeted students at the front desk, answered inquiries, and assisted with resolving issues.• Answered and directed phone calls to appropriate staff.

Bethesda, Maryland

• Worked closely with the Benefits Finance Team updating financials for the current year.• Updated the profit-sharing summary and projection on a weekly basis.• Assisted with tasks related to Marriott’s Take Care initiative.• Rolled over financials for the next year and footed financial statements.