Safiya White

Collaborate with members via phone, email and chat to manage current reservations
Confirm with hotels that proper billing procedures are being followed and that our members have the best experience with their reservations
Resolve difficult issues with our corporate contacts.
Communicate solutions internally and externally to resolve issues
Process client refunds in a timely manner

• Review KYC documentation, such as, W9’s, Articles of Incorporation, tax filing documentation, bank details, ACH, Wire Routing and photo IDs of clients for the onboarding process, etc.
• Use HubSpot, Zendesk, Zoom, Google Meet, Monday.com and Slack to communicate with internal partners as well as outside partners.
• Work closely with the dev team to upgrade the portal system for new applications

• Support the announcement capture workflow throughout the lifecycle of mandatory Corporate.
• Understand and adhere to Restricted List and Sanction processes.
• Manage the risk of accurate and timely receipt and application of instructions received, against the security holdings.
• Work with the Global payments team to make sure all corporate actions were paid.

• Understanding Internal Rate of Return and being able to explain to advisors and assistants.
• Work with different Product Companies to establish a data feed.
• Knowledge using Salesforce and opening support tickets to work with different departments such as: Corporate Actions, Data Research, Development, and Onboarding.
• Analyze financial statements for advisors.
• Data research for account

• Ongoing Support, Merrill Edge, Business Planning & Operations.
• Lead contact for Power of Attorney, External Power of Attorney, Conservator /Guardian and 529 Cases process.
• Trained 10 team members on Case Management functions.
• Ability to assist RM's that had AUM of $50 MM or more.
• Ensure accurate and timely processing of high-risk functions to meet client's needs.