Summary
Overview
Work History
Education
Skills
Timeline
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Andrea Kontorovsky

Summary

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth. Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

6
6
years of professional experience

Work History

Senior Research Analyst

BNY Pershing
08.2024 - 01.2025
  • Managed a high-volume service queue, responding to inquiries from financial advisors and team members regarding account activity, product details, and operational procedures.
  • Researched and compiled client-specific data and reports, often under tight deadlines, to provide accurate, actionable information to support investment decisions and client servicing.
  • Collaborated with internal departments—such as Compliance, Operations, and Product teams—to investigate and resolve complex advisor requests and ensure timely follow-through.
  • Produced tailored documentation and summaries of findings to support advisor communications and client-facing deliverables.

Client Services Coordinator

iVenture Accounting Group
10.2023 - 04.2024
  • Acted as a liaison between the company and foreign government agencies, establishing and maintaining relationships vital to regulatory compliance and effective communication.
  • Strengthened and cultivated relationships with VIP top clients, providing tailored solutions and ensuring their needs were met promptly and effectively.
  • Assisted with payroll services using systems like TRPC and Ascensus, ensuring accuracy and adherence to regulatory guidelines.
  • Prepared comprehensive reports for wealth management client meetings, leveraging expertise in account transfers, rollovers, and Registered Investment Advisor (RIA) knowledge to deliver strategic insights.
  • Provided high-level administrative support. This included managing calendars, scheduling appointments, organizing/coordinating meetings and handling sensitive and confidential information.

Director of Client Services

Kuhns Wealth
09.2022 - 07.2023
  • Built and maintained strong relationships with clients, acting as the main point of contact for their needs, and ensuring client satisfaction and retention.
  • Fulfilled duties related to client service, including completing, sending, and executing client transfer forms, authorization letters, and money movement transactions.
  • Onboarded new client accounts, ensuring a seamless integration into the company's services.
  • Assisted in the preparation of reports and other materials for client meetings, ensuring clear communication of key information.
  • Effectively communicated with clients, both in person and in writing, to provide updates, address concerns, and manage expectations. Ensured clear and timely communication throughout the client engagement process.
  • Continuously evaluated and improved client service processes and workflows to enhance efficiency, effectiveness, and client experience.

Senior Research Analyst

Edward Jones
06.2019 - 09.2022
  • Overviewed and managed the daily operations of the branch office, ensuring smooth and efficient workflow.
  • Fulfilled duties related to client service, including completing, sending, and executing client transfer forms, authorization letters, and money movement transactions.
  • Provided high-level administrative support to the financial advisor. This included managing calendars, scheduling appointments, organizing meetings, preparing correspondence, and handling sensitive and confidential information.
  • Assisted with client inquiries, provided exceptional customer service, and resolved client issues or complaints.
  • Built and maintained positive relationships with clients to promote client satisfaction and loyalty.
  • Maintained accurate and up-to-date records and databases, including client information, financial records, and other relevant documents.
  • Ensured compliance with data protection and privacy regulations.
  • Developed operating procedures to streamline office processes and improve efficiency.

Education

Associate’s Degree -

Patrick Henry Community College
Virginia
05.2015

Skills

  • Client Relationship Management & Retention
  • Regulatory & Compliance Support (RIA, Account Transfers, Rollovers)
  • Analysis & Reporting
  • Financial Services Operations & Account Onboarding
  • Cross-Department Collaboration (Compliance, Operations, Product Teams)
  • Report & Documentation Preparation (Client-Facing & Internal)
  • Administrative & Office Management (Scheduling, Calendar Management, Confidential Records)
  • Workflow Optimization & Process Improvement
  • Strong Written & Verbal Communication
  • High-Volume Task Management & Problem Solving,
  • Technical Tools: TRPC, Ascensus, Microsoft Office Suite, CRM Platforms

Timeline

Senior Research Analyst

BNY Pershing
08.2024 - 01.2025

Client Services Coordinator

iVenture Accounting Group
10.2023 - 04.2024

Director of Client Services

Kuhns Wealth
09.2022 - 07.2023

Senior Research Analyst

Edward Jones
06.2019 - 09.2022

Associate’s Degree -

Patrick Henry Community College

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