Eve Nguyen
@evenguyen
Client services analyst with expertise in financial operations and data analysis.
What I'm looking for
I am a dedicated Client Services Analyst with a strong foundation in Economics and Mathematics, currently serving key clients at Concertiv. My role involves managing complex customer queries and ensuring high satisfaction scores, which has led to a consistent average CSAT score of over 95%. I thrive in fast-paced environments, handling over 100 tickets weekly while maintaining an average resolution time of just 3 hours.
My experience spans across various sectors, including Private Equity and Investment Banking, where I leverage my technical skills to implement tailored solutions that support financial services operations. I have successfully spearheaded cross-functional projects, improved data accuracy, and streamlined workflows, all while safeguarding client confidentiality and intellectual property.
With a proactive approach to client management, I have effectively liaised between end users and market data providers, ensuring seamless communication and operations. I am passionate about driving revenue expansion through high client satisfaction and am eager to continue growing in a dynamic environment.
Experience
Work history, roles, and key accomplishments
Client Services Analyst
Concertiv
Jun 2024 - Apr 2025 (10 months)
Operated as the designated services analyst for 5+ key clients, representing over $1M in ARR. Maintained an average resolution time of 3 hours per ticket, handling 100+ tickets weekly while directly supported key account health by maintaining an average CSAT score of 95%+.
Client Services Intern
Concertiv
Sep 2023 - Dec 2023 (3 months)
Performed expense reconciliations on 300+ reports on Workday to ensure accurate reporting and increase operational efficiency by 20%. Collaborated with internal stakeholders in initiating 100+ renewal tasks to assist senior leadership in project management.
Market Research Intern
SSI Securities Corporation
Jul 2022 - Aug 2022 (1 month)
Briefed Managers with market analysis and materials on 6+ comparative international firms. Created vendor landscapes and corresponded 5 weekly reports on international retail brokerage firms’ digital transformation strategies and successfully presented weekly findings to leadership team.
Education
Degrees, certifications, and relevant coursework
Union College
Bachelor of Science, Economics and Mathematics
Completed a double major in Economics and Mathematics, with a minor in Financial and Actuarial Mathematics. Participated in the Scholar Program.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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