Harprabhjot Singh, MBA
Senior Client Operation Associate at BMO Family Office- Claim this Profile
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Punjabi Full professional proficiency
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English Full professional proficiency
Topline Score
Bio
Katrina Wilcox, MPH
I've had the pleasure of working with Harprabhjot as students for the past couple of months. He is very intelligent and hard-working at every project that is thrown his way. I've been impressed at the way he balanced his school work with actual work without ever compromising the effort put into both. His positive attitude and eloquent demeanor has made working with him absolutely great. Harprabhjot would be a great asset to any organization.
Katrina Wilcox, MPH
I've had the pleasure of working with Harprabhjot as students for the past couple of months. He is very intelligent and hard-working at every project that is thrown his way. I've been impressed at the way he balanced his school work with actual work without ever compromising the effort put into both. His positive attitude and eloquent demeanor has made working with him absolutely great. Harprabhjot would be a great asset to any organization.
Katrina Wilcox, MPH
I've had the pleasure of working with Harprabhjot as students for the past couple of months. He is very intelligent and hard-working at every project that is thrown his way. I've been impressed at the way he balanced his school work with actual work without ever compromising the effort put into both. His positive attitude and eloquent demeanor has made working with him absolutely great. Harprabhjot would be a great asset to any organization.
Katrina Wilcox, MPH
I've had the pleasure of working with Harprabhjot as students for the past couple of months. He is very intelligent and hard-working at every project that is thrown his way. I've been impressed at the way he balanced his school work with actual work without ever compromising the effort put into both. His positive attitude and eloquent demeanor has made working with him absolutely great. Harprabhjot would be a great asset to any organization.
Credentials
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Certificate of Completion- Financial Planning Track
California State University-SacramentoMay, 2019- Nov, 2024
Experience
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BMO Family Office
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Financial Services
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100 - 200 Employee
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Senior Client Operation Associate
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Mar 2023 - Present
• Led cross-functional team collaborations to optimize client KYC onboarding timelines and improving client relationship management for all new and existing clients.• Communicated on a weekly basis with senior leadership team on the progress of all active client KYC onboardings.• Conducted thorough training sessions elucidating the compliance regulations and their specific requirements for all new client onboardings.• Trained associates on payment regulations working with different custodians moving clients’ assets daily.• Automated billing payments for Ultra High Net Worth clients, improving efficiency for better analysis and sales strategies, contributing to product delivery optimization.• Managed the end-to-end process flows and procedures for client KYC onboardings, ensuring compliance with AML regulations, and created substantiated solutions for future similar onboardings.• Developed and monitored cash flow processes, ensuring timely payment of custodian invoices with a high degree of attention to detail, and contributing to the overall financial strategy.• Implemented data-driven process improvements, reducing turnaround time from multiple weeks to just 5 days.• Led the daily wires team, reducing errors using the quote-to-cash systems and streamlining asset transfers for global clients, enhancing the product delivery process.• Made recommendations and assisted the Senior Advisors for all new client onboardings to manage compliance tasks and mitigate any risks.• Optimized the design and effectiveness of the KYC onboarding processes and ensured all onboarding tasks were completed in a timely manner, showcasing strong regulatory knowledge and industry trends.• Measured and analyzed performance metrics for the Wire processing team, driving efficiency improvements.• Conducted weekly business reviews to assess and improve client operations with internal and external partners. Show less
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Client Operation Associate
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Aug 2019 - Mar 2023
Key Dimensions:- Prepare and/or review various client documentation- Setup, input, and monitor client and account information- Initiate account opening, account maintenance, and money movement requests- Manage incoming and outgoing documentation (electronic and other) for the team- Perform various client service activities for client-facing professionals- Support various compliance and anti-money laundering program requirements- Upload and organize account statements and financial documents- Expert in working with multiple different custodians (Charles Schwab, State Street Bank, and others)- Process billing for clients and keep records of all transactions for reviewKey Accountabilities:- Accurately complete appropriate know-your-client (KYC) account documentation and update systems to reflect current information on client accounts- Prioritize and follow up on tasks in a timely fashion- Review and track client information- Mentor newer colleagues on the procedures and help facilitate day-to-day operations- Work with Team leads on how to tackle new client revenue coming to the company Show less
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Covered California
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United States
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Insurance
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400 - 500 Employee
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Student Intern
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Jan 2018 - Aug 2019
• Manage Storefront Division website to display accurate information • Track field agents progress on Big Wave System (BWS) • Manage approval process for Agents hosting events • Complete a range of simultaneous job tasks to support research and operational needs • Attend meetings, take notes, and coordinate follow-up action items • Participate in Big Wave System preparation, running reports and developing recommendations • Assist coworkers in researching topics and drafting email communications Show less
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Walmart
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United States
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Retail
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700 & Above Employee
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Associate
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Mar 2015 - Aug 2017
• Ensured daily sales goals were met by mentoring and coaching other team members. • Monitored self-checkout systems and provided assistance or intervention where required. • Processed transactions, including checks, cash, debit and credit purchases and refunds. • Bagged merchandise in careful and efficient manner to minimize damage. • Ensured accuracy of information when recording transactions daily. • Ensured daily sales goals were met by mentoring and coaching other team members. • Monitored self-checkout systems and provided assistance or intervention where required. • Processed transactions, including checks, cash, debit and credit purchases and refunds. • Bagged merchandise in careful and efficient manner to minimize damage. • Ensured accuracy of information when recording transactions daily.
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Education
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2021 - 2023
California State University-Sacramento
Master of Business Administration - MBA, Finance, General -
2015 - 2019
Sacramento State College of Business Administration
Bachelor of Business Administration - BBA, Finance (Financial Planning Track) and Risk Management Insurance
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