New York, New York, United States
• Managed institutional client relationships and drove implementation of projects and other initiatives, post contract • Grew client satisfaction and customized trading and OMS workflows with equity, fixed income and derivatives traders and portfolio managers • Initiated, participated and lead departmental and intradepartmental teams and initiatives to improve processes • Served as a liaison with internal departments including sales, project management and technical support
• Onboarded and acted as point-person for a set of highly sensitive clients • Built and maintained relationships, as well as tracked and analyzed metrics for sales and upselling opportunities • Educated and supported clients on our Newedge’s Pulse platform, including building custom reports and demonstrating functionality to clients • Provided service and communicated extensively with large global Capital Management, Investment Firms and Commodity Trading Advisors that trade futures, options and fixed income products • Diligently handled unforeseen tasks and adjustments and actively work to prevent or minimize their re- occurrence • Proactively made process improvements, such as automating 95% of daily trade recaps to clients, for myself and my colleagues, which creates time savings, reduces manual errors and enhances controls • Spearheaded and co-managed several internal and external projects on behalf of clients and regulatory changes • Attended weekly meetings to consult on improvements and review Newedge systems, web portal and CRM tool- Salesforce • Provided extensive data and spearheaded global project to reduce errors, streamline processes and improve efficiency and knowledge