Coordinate communication and collaboration across Marketing, Web development, and IT departments.•Produce deliverables by collaborating effectively across teams, while managing multiple projects and initiatives simultaneously.•Create and manage the documentation of internal procedures and business requirements.•Oversee day-to-day operations of the business as well as guide external stakeholders such as customers, clients, agents, and vendors.•O Offer expert assistance to clients, addressing their inquiries, resolving any issues that arise, and ensuring the success of their projects.

•Collaborate with senior and various banking departments including treasury and private banking in connection with compliance issues.•Work closely with a team to ensure the bank is compliant•Research and develop solutions for workflow and productivity to minimize potential threats and risks.•Identify and escalate matters containing potentially suspicious activity, Firm policy violations, or matters that may pose a higher risk to the Firm.•Maintain a high level of confidentiality in all dealings with both internal and external stakeholders.

•Directly led and managed a team of concierges within all aspects of client satisfaction and deliverables.•Provided support virtually to various markets in the US, and superior customer service to all levels including Partners in the firm.•Subject matter expert for Finance & Billing, Reporting, Microsoft Office, & Engagement Team Support.•Prioritized team-wide projects with day to day requests that vary in complexity and time ensuringclients’ requests and expectations are met.•Developed processes to assist our marketing clients in launching campaigns and news articles.•Created and managed ongoing relationships with employees through their early use of our HR platform.

•Assisted with managing and coaching new team members.•Provided high levels of service and communication with internal and external clients, including regular video meetings and calls.•Executed social media strategy through competitive research, platform utilization, benchmarking, brand messaging, and audience identification.•Generated, edited, published, and shared content that reflected each client and their brand while building meaningful connections.•Promoted community involvement through a focus on engagement.•Continuously improved social media strategies by capturing and analyzing the appropriate social data/metrics, insights and best practices, and determining how to best utilize the information.•Created monthly reports and communications to inform clients of results and progress of activities.•Stayed current with social media trends and tools, through ongoing education and certifications.

•Trained 15 new hires to utilize multiple investigative databases to ensure successful client screening.•Managed multiple systems simultaneously and reviewed 50+ alerts daily.•Conducted weekly productivity reports for new hires and recommended possible improvement or qualityconcerns.•Organized and coordinated team meetings for informative operational and procedural updates.•Worked closely with IT for the improvement of navigating and retrieving client information from investigative databases.•Met and exceeded all productivity quotas, projects, and reports within the allocated time frame.

•Managed and delivered systematic results to peers, managers, and department managers. •Implemented solutions by conducting research using available market tools.•Created and contributed procedural updates to senior management.•Provided assistance in high-level and time-sensitive projects.•Followed up with appropriate departments as needed to solve case discrepancies. •Worked closely with a team to ensure the bank is compliant.

•Helped English instructors create an effective English lesson plan for students from 1st to 5th grade•Organized and ran weekly English workshops for teachers from primary and secondary school•Taught English to elementary students through communicative and language immersion approaches.

•Performed enhanced due diligence for high-risk clients utilizing internal and third-party research tools.•Researched and developed solutions for workflow and productivity to minimize potential threats and risks.•Performed client due diligence testing and review, utilizing internal and third-party research tools.•Identified and escalated matters containing potentially suspicious activity, firm policy violations, or matters that may pose a higher risk to the firm.•Maintained a high level of confidentiality in all dealings with both internal and external stakeholders.

•Developed professional relationships with nearly 300 clients while advising a total of $50 million in assets.•Managed an office environment by collaborating with an assistant to ensure a functioning office.•Trained and supported other sales associates and cross-trained tellers on client retention and future prospects.•Increased client satisfaction rating from 80% to 95% by providing a fantastic personal service to every client.