Experience

Syon Capital

• United States
• Financial Services
• 1 - 100 Employee

• Client Service at Syon Capital

  • Sep 2022 - Present

  San Francisco, California, United States



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Private Wealth Client Associate

  • Nov 2021 - Sep 2022

  San Francisco, California, United States •Cohesively work in a team by effectively communicating stages of progress across multiple ongoing projects and complete various tasks in areas such as: client inquiries and requests, client onboarding, account servicing, asset transfers, transaction settlements in rapid succession while also working remotely • Developed and maintained strong understanding of investment products, financial management, and banking concepts to service clients professionally and respond to regular… Show more •Cohesively work in a team by effectively communicating stages of progress across multiple ongoing projects and complete various tasks in areas such as: client inquiries and requests, client onboarding, account servicing, asset transfers, transaction settlements in rapid succession while also working remotely • Developed and maintained strong understanding of investment products, financial management, and banking concepts to service clients professionally and respond to regular inquiries • Use Salesforce CRM to track customer interactions by maintaining meticulous notes on client profiles in preparation for managing customer accounts and enable financial advisors to better track pipeline activities

• Wealth Management Client Associate

  • Mar 2017 - Nov 2021

  Carmel, California, United States •Cohesively work in a team by effectively communicating stages of progress across multiple ongoing projects and complete various tasks in areas such as: client inquiries and requests, client onboarding, account servicing, asset transfers, transaction settlements in rapid succession while also working remotely • Developed and maintained strong understanding of investment products, financial management, and banking concepts to service clients professionally and respond to regular… Show more •Cohesively work in a team by effectively communicating stages of progress across multiple ongoing projects and complete various tasks in areas such as: client inquiries and requests, client onboarding, account servicing, asset transfers, transaction settlements in rapid succession while also working remotely • Developed and maintained strong understanding of investment products, financial management, and banking concepts to service clients professionally and respond to regular inquiries • Use Salesforce CRM to track customer interactions by maintaining meticulous notes on client profiles in preparation for managing customer accounts and enable financial advisors to better track pipeline activities