To obtain a position within a prestigious organization, where my extensive experience will be utilized to their best advantage.
Client Service Associate, 01/2016 to Current J.P. Morgan, Latin America Private Bank – New York, NY
Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit draw downs/pay downs, credit card requests, etc.).
Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, product partners, branch/operations teams and other staff in a timely and professional manner.
Monitor and maintain client accounts across complex structures and a wide variety of products.
Manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures, as well as applicable FINRA and other federal regulations.
Senior Associate, PBA - International Private Bank Israel Discount Bank – New York, NY
Serviced accounts and resolved inquires for high net worth clients in Argentina and Israel.
Accountabilities included oversight for all corporate banking activities including wire transfers, foreign exchange transactions, and cash/security settlement.
Produced Annual Account Reviews for multiple client groups and implemented accurate record systems in compliance with regulatory requirements.
Interacted with clients and represented the bankers in their absence.
Developed and maintained client files ensuring that the level of information retained met the Know Your Client (KYC) requirements.
Senior Service Officer, 05/2004 to 02/2005 The Citigroup Private Bank – New York, NY
Supported the SOLA team designated to achieve wealth management for high net worth clients by providing complete retail banking, credit and investment support.
Processed and executed transactions on behalf of clients across all products; handled routine and complex investigations.
Supported onshore/offshore bankers and account Managers.
Handled inquiries and investigations related to clients' accounts and ensured timely resolution.
Client Advisor's Assistant, 06/2001 to 05/2004 UBS AG – New York, NY
Supported bankers and client advisors in the Argentina team.
Established and renewed letters of credits, processed credit facilities, loans, funds transfers and assisted with incoming and outgoing securities.
Educated clients on account services and capabilities.
Prepared reports, materials for client meetings, documentation for opening new accounts and service requests.
Planned team marketing events and maintained marketing materials.
BA: Business Management, Empire State College - New York, New York Business Management