Adam Medicus
Scottsdale,Arizona
Summary
Experienced in the financial services industry, I bring a diverse background encompassing both client-facing and operational roles. Seeking an opportunity to utilize my skills and provide exceptional high-touch service and sales support to clients. Proven track record, confident in ability to deliver top-notch results and contribute to the success of any organization.
Overview
16
16
years of professional experience
Work History
Client Service Account Manager
J.P. Morgan Chase & Co.
07.2022 - 02.2025
- Manages the service needs of a portfolio of corporate treasury clients
- Drives the education and adoption of treasury products and services
- Partners with sales and internal technical implementations teams to resolve client requests and projects
- Recommended and upsold additional products and services based on client analysis
Fixed Income Sales Assistant
J.P. Morgan Chase & Co.
08.2020 - 07.2022
- Operated in sales assistant capacity to the fixed income trading desk
- Served as direct client contact for post trading allocation and settlement issues
- Identified opportunities to reduce firm risk and improve the client experience
Alternative Investment Middle Office Analyst
J.P. Morgan Chase & Co.
09.2018 - 05.2020
- Assisted financial advisors in the opening and maintenance of alternative investment accounts
Private Bank Client Service Associate
J.P. Morgan Chase & Co.
06.2017 - 09.2018
- Served as direct daily service and sales contact to J.P. Morgan ultra high net worth clientele
- Operated as member of a cohesive wealth management team including bankers, investors, and credit executives
- Worked in concert with relationship bankers to uncover opportunities to increase assets under management
Investment Bank Transaction Specialist
J.P. Morgan Chase & Co.
08.2015 - 06.2017
- Acted as an operational contact to sales, prime brokerage middle office, and various other internal stakeholders
Private Bank Client Service Associate
J.P. Morgan Chase & Co.
07.2013 - 08.2015
- Served as daily service and sales contact to J.P. Morgan ultra high net worth clientele
- Worked in concert with relationship bankers to uncover opportunities to increase assets under management
Investor Services Representative
BNY Mellon
02.2012 - 07.2013
- Reconciled hedge fund activity and underlying commissions to various sales channels
- Served as a direct operations contact to investment management firms
Shareholder Service Representative
BNY Mellon
09.2010 - 02.2012
- Executed mutual fund trades and provided overall customer support to shareholders serviced by the transfer agency
Annuity & Life Customer Service Representative
Prudential Financial
08.2009 - 07.2010
- Provided customer service to annuity and life insurance clients and sales agents
Education
Bachelor of Science - Business Administration
Drexel University
Philadelphia, PA09.2008
Skills
- High touch client service and relationship management expert
- Influencing and partnership building skills
- Microsoft Office proficient
- Client analysis and consultative experience
Timeline
Client Service Account Manager
J.P. Morgan Chase & Co.
07.2022 - 02.2025
Fixed Income Sales Assistant
J.P. Morgan Chase & Co.
08.2020 - 07.2022
Alternative Investment Middle Office Analyst
J.P. Morgan Chase & Co.
09.2018 - 05.2020
Private Bank Client Service Associate
J.P. Morgan Chase & Co.
06.2017 - 09.2018
Investment Bank Transaction Specialist
J.P. Morgan Chase & Co.
08.2015 - 06.2017
Private Bank Client Service Associate
J.P. Morgan Chase & Co.
07.2013 - 08.2015
Investor Services Representative
BNY Mellon
02.2012 - 07.2013
Shareholder Service Representative
BNY Mellon
09.2010 - 02.2012
Annuity & Life Customer Service Representative
Prudential Financial
08.2009 - 07.2010
Bachelor of Science - Business Administration
Drexel University
Similar Profiles
JOSEPH ALDWIN GATCHALIANJOSEPH ALDWIN GATCHALIAN
Asst. Manager - Operations at J.P. Morgan Chase & Co. / Chase BankAsst. Manager - Operations at J.P. Morgan Chase & Co. / Chase Bank
Brendy KambaBrendy Kamba
ASSOCIATE, CLIENT ASSOCIATE at J.P. MORGAN CHASE & CO. | JP MORGAN ADVISORSASSOCIATE, CLIENT ASSOCIATE at J.P. MORGAN CHASE & CO. | JP MORGAN ADVISORS
Bianka CaceresBianka Caceres
Account Specialist II at J.P Morgan ChaseAccount Specialist II at J.P Morgan Chase