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.

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.

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.