Client Resolution Specialist at UBS
October 2013 - March 2014
Related Skills:, Transaction Services, Financial Operations, Client Service, PeopleSoft, Treasury Management
Resolved client inquiries and requests for Equity Plan Advisory Services group in relation to Company Sponsored Stock Plans. Leveraged sound judgment and reasoning skills, with ability to act beyond established guidelines.
o Skillfully assisted corporate employees with issues related to tax reporting, trade settlements, ACH transfers, US and Non-US Wires, as well as proper documentation of routing/ABA numbers, SWIFT codes, and IBAN numbers. Made cash disbursements providing ETA. Entered stop payments and reissued checks.
o Rapidly became familiarized with various software packages and requisite procedures for client onboarding, escalations, and process modifications / controls related to new regulatory requirements and plan changes.
Technical Support Specialist at Custom Computer Specialists
July 2013 - August 2013
Related Skills: Technical Support, Troubleshooting, Process Improvement, Project Implementation, Documentation
Facilitated "back to school" projects for academic clients, providing technical support and helping new users activate operating system software, create user profiles, connect to the network, and troubleshoot problems.
o Assisted in laptop distribution project for academic client with incoming freshman and transfers, scanning laptop barcodes and documenting required student information within the student cataloguing system.
Financial Services Representative Intern at New York Life Insurance Company
July 2012 - September 2012
Related Skills: Financial Analysis, Client Service, Business Analysis, Relationship Management
Learned about the duties of a Life Insurance, Annuities, and Investments Representative. Trained in products and solutions for asset accumulation, protection, and distribution, business continuity, and employee benefits. Became well versed in the principles of Financial Planning & Analysis.
o Analyzed case studies involving clients' cash flow, liquidity needs, and expected investment portfolio returns in order to recommend solutions that manage risks and meet financial goals.
o Successfully obtained New York State Life, Accident and Health License.
Teller at Hudson Valley Federal Credit Union
May 2011 - December 2011
Related Skills: Customer Service, Team Leadership, Regulatory Compliance, Guest Service,
Cross-cultural Communication, Process Improvement, BSA, AML
Worked directly with banking customers to complete financial transactions; provided
attentive service and built strong customer relationships. Analyzed accounts, recommended
additional account options, and cross-sold financial advisory, insurance, real estate and
account services. Communicated current promotions. Tracked conversations and customer
interests on CRM system. Managed high volumes of cash.
o Promoted from seasonal teller to part-time staff members with additional
responsibility for cross selling products and contributing to branch sales goals.
o Recognized by branch and regional managers for creating a friendly and comfortable
environment for customers.
Software Development Intern at UBS Investment Bank
June 2010 - August 2010
Related Skills: Investment Banking, Technology, Application Development, Interviews,
Communication, Presentations, Requirements Assessment
Charged with developing a crisis management application for the Trade and Asset Servicing
team at a major investment bank. Interviewed software teams regarding project scope and
requirements. Delivered presentations to manager and co-workers, providing manager with
o Dramatically decreased time required for Level 3 technical support to respond to a
crisis that interfered with trade settlement / reporting.
o Suggested and implemented a module to report status of individual jobs and detect
o Quickly and independently learned to set up environment with Tomcat and Oracle as
Software Testing Intern at IBM
May 2009 - May 2010
Related Skills: Collaborations, Problem Analysis, Communication, Quality Assurance
Tested weekly updates for a course management system (Sakai) in conjunction with a
geographically dispersed team and three other interns for a joint project between IBM and
Marist College; provided a list of identified system issues. Contributed to community
o Designed and implemented website for a pilot program allowing teachers to use Sakai
system for courses.