Andalib Ahmed
Tempe,AZ
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Services Associate
LPL Financial
01.2025 - Current
- Execute and oversee complex account transfer processes, ensuring accurate documentation, timely delivery, and 100% compliance with FINRA.
- Deliver specialized technical support for advisors software issues and e-signature workflows
- Manage representative onboarding, maintenance, and direct business network updates, while administering over 100+ new account openings, conversions, restrictions, with regulatory alignment.
- Coordinate and process 200 + high-volume money movement transactions—including ACH transfers, check deposits, internal journals, and wire requests
Data Entry Representative
JP Morgan Chase
04.2024 - 01.2025
- Audited and corrected data discrepancies to ensure financial integrity, compliance with IRS guidelines, and accuracy, using data reconciliation tools.
- Verified tax information for IRS compliance, ensuring all regulatory requirements were met prior to approval; successfully processed over 1000+ tax-related documents per month
- Guided a team of 10 junior team members on data verification techniques, providing training sessions and performance feedback.
Settlement Authorization Coordinator
Americor
01.2024 - 04.2024
- Verified and authorized 150+ financial settlements weekly, ensuring 100% policy compliance while addressing client inquiries
- Collaborated with internal teams to process $2M+ in financial data monthly, maintaining detailed audit records for regulatory compliance.
- Resolved 95% of customer settlement inquiries within 24 hours, ensuring smooth issue resolution and high client satisfaction ratings.
Sales Agent
MEI Consulting
06.2023 - 12.2023
- Exceeded sales targets by 15% and led training sessions that increased team performance and sales effectiveness by 20%.
Sales Associate
Fanatics
02.2022 - 01.2023
- Delivered multi-channel support to drive onboarding and sales success, while using sales skills to boost revenue, process transactions, and build lasting customer trust.
Office Manager's Assistant
Beximco Pharmaceuticals
04.2020 - 12.2020
- Managed office operations—scheduling, supplies, mail—and strengthened client and supplier relations
Education
Bachelor of Arts - Marketing
Arizona State University
Tempe, AZ12-2024
Skills
Interpersonal: Effective Communication, Customer Service, Team Collaboration, Leadership, Adaptability
Technical: Salesforce Power BI, Microsoft Office Suite, ACH & Wire Processing Systems, Internal Financial Platforms, CRM
Certification
- Securities Essential Industries
Timeline
Financial Services Associate
LPL Financial
01.2025 - Current
Data Entry Representative
JP Morgan Chase
04.2024 - 01.2025
Settlement Authorization Coordinator
Americor
01.2024 - 04.2024
Sales Agent
MEI Consulting
06.2023 - 12.2023
Sales Associate
Fanatics
02.2022 - 01.2023
Office Manager's Assistant
Beximco Pharmaceuticals
04.2020 - 12.2020
Bachelor of Arts - Marketing
Arizona State University
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