Looking for a job

Afreen User

@afreenuser7

I streamline wealth management operations, trade processing, and client onboarding through workflow improvement and automation.

India

Message

What I'm looking for

I'm looking to modernize investment and wealth-management operations by improving Salesforce-driven workflows, reducing manual work, and partnering across operations and technology teams.

I manage the full wealth-management account lifecycle at Accenture, from onboarding and conversion through maintenance, re-registration, and termination. I identify repetitive operational work and partner with business and technology stakeholders to reduce turnaround time and manual errors.

My experience at BNP Paribas and eClerx supporting Goldman Sachs spans global trade settlement, SWIFT messaging, client onboarding, Salesforce workflow setup, and process improvement under tight market deadlines.

Experience

Work history, roles, and key accomplishments

Current

Analyst – Advisory Services (Wealth Management)

Current

Accenture

Manage the complete account lifecycle including onboarding, conversion, maintenance, re-registration, and termination. Identify manual, repetitive activities and partner with technology and business stakeholders to automate them, reducing turnaround time and manual errors.

Wealth Management Client Onboarding Account Maintenance Process Automation EVestment Wealthscape BPM SOPs Process Improvement

Analyst (Trade Processing)

BNP Paribas

Handled trade processing and SWIFT MT541/543/548/599 settlement across US, UK, Europe, and APAC. Liaised with global stakeholders under tight market deadlines.

Trade Processing Swift MT541 MT548 MT599 Settlements Stakeholder Management

Analyst (Client Onboarding)

eClerx

Supported Goldman Sachs in client onboarding and workflow setup using Salesforce. Gained hands-on exposure to operational controls and systems in financial services workflows.

Client Onboarding Workflow Configuration Salesforce Financial Services