At Morgan Stanley, I own complex reporting and operational cases, investigate root causes, and coordinate cross-functional resolutions. I analyze account, performance, and risk data to identify discrepancies and improve reporting accuracy.
I produce performance and risk reports and translate complex findings into clear guidance for Financial Advisors. I also manage cases from investigation through resolution, with careful documentation and follow-up.
Previously at Morgan Stanley, I managed participant relationships and corporate-partner service needs for employee stock plan accounts. I earned Top Performer recognition for 12 rolling months, with 92% customer satisfaction and an 88% quality score.
At Bank of America, I performed quality assurance reviews of client payments and analyzed results to identify trends and process-improvement opportunities. My experience also includes accounts payable processing at Installed Building Products and process administration at Huntington National Bank.
