Aidan Mulvey
Brooklyn,NY
Summary
Client Services Specialist skilled in client communication and problem solving. Navigated complex issues and delivered tailored solutions to enhance client experience. Represented the US region on key global projects while ensuring effective business-as-usual operations. Success is reflected in team performance and client satisfaction.
Overview
7
7
years of professional experience
Work History
Client Services Specialist
OSTTRA
New York, New York
09.2022 - Current
- Ability to manage several different platforms and support clients on each. Pre-Trade Credit Checking on Limithub and Post Trade Support for Markitwire as well as Regulatory Reporting.
- Coordinate communication from L1 support teams to L2 support and Business Analysts to help with client queries.
- Flexibility to work on normal BAU as well as handle several additional global projects and initiatives.
- Identify pain points for clients and work with our product development teams to create solutions.
- Comfortable in meeting with clients both online and in person. I have become a key person contact for several of our largest clients.
- Collaborated with sales and CX teams to provide product demos and focused support.
- Became an outlet for management to delegate client escalations and adequately handle issues in a timely manner.
- Analyzed customer data trends in order to identify potential areas of growth or improvement in using our products.
- Ability to calmly navigate complex issues and deliver satisfactory results.
Financial Representative
Northwestern Mutual
New York, New York
08.2021 - 09.2022
- Analyzed market trends to provide informed investment recommendations.
- Developed personalized financial plans for clients based on their needs.
- Conducted regular reviews of client portfolios to ensure alignment with goals.
- Educated clients on insurance products and financial services to enhance their understanding and decision-making.
- Managed client communications to build and sustain strong relationships and trust.
- Developed and managed growth-oriented business and marketing plans.
- Cultivated interpersonal skills to effectively engage with senior colleagues and potential clients.
Aide to Westchester County Legislator
Westchester Board of Legislators
White Plains, New York
06.2019 - 06.2021
- Conducted research on policy issues impacting Westchester County residents to inform legislative decisions.
- Streamlined communication between constituents and County Legislator to address community issues effectively.
- Coordinated community outreach events and public hearings to engage constituents and gather feedback.
- Managed correspondence and documentation for legislative meetings and initiatives.
- Participant in community volunteering events to support constituents during COVID.
Education
BBA - Finance
Iona University
New Rochelle05-2021
Skills
- Regulatory Reporting
- Client relationship management
- Data analysis
- VCON/FIX messaging knowledge
- Ability to navigate FpML
- Quick learner
- Team oriented
Affiliations
- Volunteer - Matthew Wallace Foundation 2019 - Present
Timeline
Client Services Specialist
OSTTRA
09.2022 - Current
Financial Representative
Northwestern Mutual
08.2021 - 09.2022
Aide to Westchester County Legislator
Westchester Board of Legislators
06.2019 - 06.2021
BBA - Finance
Iona University