Vincent Needham Email & Phone Number

Philadelphia, Pa, Us

Philadelphia, Pennsylvania, United States

In addition to the responsibilities of a Trade Error Specialist:- Assist Supervisor with day-to-day responsibilities, such as hiring, training, and special projects- Evaluate and recommend process improvements within team- Provide training to new and current employees- Soley responsibile for all analysis requests and complicated corrections- Be the main point of contact for client and custodian inquirie

- The Primary role of the Trade Error Specialist is to manage and analyze trading activity and recommend necessary action to make client account's whole.- Review account trade activity per portfolio models to identify incorrect or missing transactions due to the root cause of a trade error- Perform price comparison trade analysis- Submit corrective action to various custodians and perform followup- Problem solve using standard procedures and precedents- Deliver quality… Show more - The Primary role of the Trade Error Specialist is to manage and analyze trading activity and recommend necessary action to make client account's whole.- Review account trade activity per portfolio models to identify incorrect or missing transactions due to the root cause of a trade error- Perform price comparison trade analysis- Submit corrective action to various custodians and perform followup- Problem solve using standard procedures and precedents- Deliver quality service and problem solving skills to clients and communicate concepts in a concise and articulate way- Establish and maintain strong relationships with internal and external clients including key contacts in the financial industry- Communicate and clearly articulate findings and recommend course of action to correct accounts- Participates in root cause analyses to correct and prevent deviations in processes and workflows- Assists associate staff members with process methods- Participates in special projects assigned by upper management Show less

King Of Prussia, Pa

Client resolution services is responsible for instilling confidence in our clients with Vanguard after an error has occurred. We handle all aspects of case management, including research, correction ownership, and client contact. Our job is to ensure all transactions follow Vanguard, FINRA, and SEC policies and regulations as well as doing what is in best interest for our clients.

Philadelphia, Pa

Provided our clients with Full Service IT Talent and Project Solutions. Partnered with my clients to help them with all their Staffing, Projects, Outsourcing and Consulting needs. Continuously stayed ahead of industry trends and offer options and insight into our local market in order to help meet all your organization's IT goals and challenges.We help power your business by providing technology talent and solutions, how and when you need it, as well as educate our clients on the best… Show more Provided our clients with Full Service IT Talent and Project Solutions. Partnered with my clients to help them with all their Staffing, Projects, Outsourcing and Consulting needs. Continuously stayed ahead of industry trends and offer options and insight into our local market in order to help meet all your organization's IT goals and challenges.We help power your business by providing technology talent and solutions, how and when you need it, as well as educate our clients on the best practices and ways to meet your organization's goals. We are experts powering your business by combining experience and expertise in acquiring exceptional technology talent and solutions with the flexibility to meet all your organization's unique needs and challenges.With our deep industry expertise and full-service capabilities – Recruitment, Consulting, Projects, and Outsourcing – Randstad Technologies is our clients’ total technology Talent and Solutions provider.Contact me today for my expertise in delivering technology talent and solutions that power your business. Show less

Philadelphia, Pa

Sicklerville Nj

Bachelor Of Arts (B.A.), Communication, General

Activities and Societies: Pi Kappa Alpha, Club Lacrosse Related Courses Basics of Marketing Interpersonal Comm. Process Telecomm Process.

Bachelor Of Arts (B.A.), Criminal Justice And Corrections

Activities and Societies: Pi Kappa Alpha

Certification, Design And Visual Communications, General