Anthony M. Harmon
Matteson,Illinois
Summary
Highly experienced professional in the banking industry with over 20 years of expertise in client service, onboarding, and cash and securities settlement/reconciliation.
Overview
24
24
years of professional experience
Work History
Tax Remediation Analyst
JP Morgan Chase
02.2024 - Current
- Facilitated the researching of interest-bearing accounts within the commercial bank which were pending the required tax documents such as W-9, W8BENE, and W8IMY as required by the IRS for compliance
- Contacted the assigned Client Services Analyst to retrieve from the client the pending tax document
- Executed the uploading of the received tax document to the Party Central/COLT system for recognition and approval
- Implemented training of team members and creation of task procedures highlighting the steps taken to execute daily tasks
Client Onboarding Specialist
JP Morgan Chase
03.2023 - 02.2024
- Find, implement, and lead innovative, complex, large-scale client onboarding solutions focused on end-to-end ownership of the client experience
- Provide subject matter expertise for implementations, products and services, and training requirements to external clients and internal stakeholders
- Lead Collaborative dialogue with the client, sales team, and subject matter experts development an implementations project plan tailored to the complex and dynamic needs of multi-entity, multi jurisdictional Clients
- Manage client relationships and partner with the sales team to present and communicate to clients Leverage technology and promote digital adoption to exceed client expectations
Sr. Client Services Analyst
The Bank of New York Mellon
05.2022 - 03.2023
- Works with external clients to resolve day-to-day issues and provide quality client experience
- Supports clients in addressing and resolving complex operational and technical issues and ensuring requests are executed
- Applies advanced problem-solving skills, judgement, and experience to analyze information
- Uses developed communication skills to deliver high quality service to a specialized client base
- Maintains excellent working relationships with internal teams and identify root causes/area of improvements when resolving client issues
- Provides guidance to less experienced team members
- Provide insight on improvement opportunities
- Supports multiple, complex client accounts
Sr. Trust Account Analyst
The Northern Trust Company
09.2004 - 01.2020
- Complete settlement and 100% reconcilement of all securities and cash by transferring the client’s Global and USD securities and cash from the prior custodian into newly established trust account at The Northern Trust
- Average minimum account is 20 million in market value, maximum average portfolio has been 50 billion in market value
- Domestic assets transferred includes Common Stocks, Corporate Bonds, FHLMC and Mortgaged Backed Securities via DTC and Federal Depository Systems
- Conducted transfer of Euro clear and physical certificate assets
- Conducted large wire transfers via the domestic and foreign markets
- Global assets transferred includes all securities held in the global market which includes European, Asian, African and South American Markets
Cash Management Service Tech
The Northern Trust Company
01.2004 - 09.2004
- Linked clients to services which maximized management of multiple assets within clients portfolio
- Provide administrative support for maintenance of cash management products and services
- Receives data, verifies accuracy of data
Client Services Representative
The Northern Trust Company
12.2002 - 12.2003
- Cross selling of banks products and services to clients by responding to inquiries about the banks products and services
- Recommends enhancements to unit management and cross sells products to clients
- Researches and resolves inquiries and communicates resolution to appropriate parties
Funds Technician
The Northern Trust Company
04.2002 - 12.2002
- Fulfill client and investor informational request promptly
- Resolve and document complex and escalated investor inquires in a timely manner
- Liaison between management and staff to oversee escalated client issues received from staff
- Perform financial transactions to investor accounts as assigned such as: ACH deposits and Wire Transfers by utilizing available systems such as: Cashline Plus and RAS
- Analyze and report outgoing and incoming financial correspondence to the client to ensure accuracy
Client Services Associate
The Northern Trust Company
01.2001 - 04.2002
- Handle investor phone inquires appropriately, meeting minimum phone availability requirement
- Process requested investor service transactions utilizing available systems such as: RAS, IOL Water Mark accurately and independently
- Perform financial transactions to investor accounts as assigned
Education
Master - Urban Ministry
Trinity Evangelical Divinity School
Deerfield, IllinoisBachelor of Arts - Christian Ministries
Trinity International University
Deerfield, IllinoisSkills
- Microsoft Word
- Microsoft Excel
- Outlook
- PowerPoint
- Lotus Notes- Intermediate
- Client Onboarding
- Client Services/Client Interfacing
- Verbal & Written Communication
- Accounts Reconciliation
Timeline
Tax Remediation Analyst
JP Morgan Chase
02.2024 - Current
Client Onboarding Specialist
JP Morgan Chase
03.2023 - 02.2024
Sr. Client Services Analyst
The Bank of New York Mellon
05.2022 - 03.2023
Sr. Trust Account Analyst
The Northern Trust Company
09.2004 - 01.2020
Cash Management Service Tech
The Northern Trust Company
01.2004 - 09.2004
Client Services Representative
The Northern Trust Company
12.2002 - 12.2003
Funds Technician
The Northern Trust Company
04.2002 - 12.2002
Client Services Associate
The Northern Trust Company
01.2001 - 04.2002
Bachelor of Arts - Christian Ministries
Trinity International University
Master - Urban Ministry
Trinity Evangelical Divinity School
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