Feng Matthew Jin
South San Francisco,CA
Summary
Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
10
10
years of professional experience
Work History
Senior Registered Client Service Associate
UBS Financial Services
08.2021 - Current
- Acts as the primary contact of ultra-high-net-worth clients on daily services and oversees the team’s daily operations
- Responsible for all handling on account cash and credit management including capital calls, margin calls, and securities redemptions/reinvestments to deliver ongoing support of client portfolios
- Executes client trade orders of equities, fixed income, restricted stock sales, and FX trades
- Extensive experience with both domestic and international complex new account opening, settlements for securities transfers, cross-border country rules
- Assists Forbes/Barron’s top Advisor with preparing performance reports and product research reports
- Conducts meetings with internal and external partners including wealth planning group and alternative investments wholesalers to expand our services.
Registered Private Wealth Associate
Merrill Lynch Private Wealth Management
05.2018 - 08.2021
- Extensive experience with handling RMDs, capital calls, cash distributions, ACAT transfers
- Monitored maturities on treasury bills and market-linked notes and contacted clients for action items
- Responsible for scheduling FA meetings and generating MorningStar reports for meetings
- Coordinated with clients’ CPAs to assist clients in tax document preparation and responded to verification requests from third parties.
Registered Client Service Associate
UBS Financial Services
07.2015 - 05.2018
- Assisted clients with account opening, product applications, asset transfers, and order entry
- Familiarity with handling control securities Rule 144 and 10b5-1 trading
- Experience with processing stock donations and SMA investments.
Sales and Service Specialist
Bank of America
04.2014 - 07.2015
- Handled time-sensitive client operational requests while maintaining compliance and confidentiality standards
- Managed daily cash vault and was responsible for training and leading tellers
- Daily interaction with clients to provide service excellence for the banking center including processing new and refinancing auto loan applications
- Collaborated with business bankers, investment associates, and home loan partners to expand products and services to clients.
Education
Bachelor in Hospitality Management -
Institute Hotelier Cesar Ritz
Skills
- Proficiency with ConsultWorks, CRM, Morningstar, Bloomberg Experience with delivering exceptional client service with both sales and supporting experiences Active Series 7 and Series 66 securities licenses Bilingual in English and Chinese
Timeline
Senior Registered Client Service Associate
UBS Financial Services
08.2021 - Current
Registered Private Wealth Associate
Merrill Lynch Private Wealth Management
05.2018 - 08.2021
Registered Client Service Associate
UBS Financial Services
07.2015 - 05.2018
Sales and Service Specialist
Bank of America
04.2014 - 07.2015
Bachelor in Hospitality Management -
Institute Hotelier Cesar Ritz
Similar Profiles
Joan M OrricoJoan M Orrico
Client Solutions Lead at UBS Financial ServicesClient Solutions Lead at UBS Financial Services
Samantha FosterSamantha Foster
Customer Service Representative /SME Relationship Manager at UBS Financial ServicesCustomer Service Representative /SME Relationship Manager at UBS Financial Services
Emily KopinskiEmily Kopinski
Client Service Associate/Executive Assistant at UBS Financial ServicesClient Service Associate/Executive Assistant at UBS Financial Services
Stephanie BrightStephanie Bright
Registered Client Associate at UBS Financial ServicesRegistered Client Associate at UBS Financial Services
Alejandro SantosAlejandro Santos
Founder at Homegrown Hoops SFFounder at Homegrown Hoops SF