Summary
Overview
Work History
Education
Skills
Timeline
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Forrest Thomas

Hockessin,DE

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

3
3
years of professional experience

Work History

Financial Controller

J.P.Morgan Chase & Co.
02.2023 - Current
  • Deliver accurate monthly and quarterly reports on securities and lending exposures.
  • Support year-end stress testing for precise Federal Reserve data submissions.
  • Conduct meticulous analysis of month-end files to rectify ledger discrepancies and exposure issues.
  • Oversee Client Clearing Derivatives and Securities-Based Swap Dealers processes.
  • Provide invaluable support to the Derivatives and Securities Finance Reporting teams.

Client Relations Analyst

J.P.Morgan Chase & Co.
07.2021 - 02.2023
  • Skillfully managed daily client inquiries related to pension accounts.
  • Supervised and trained client service representatives for optimal performance in regular and peak seasons.
  • Maintained strict confidentiality while handling sensitive financial information and securely updating accounts.
  • Utilized comprehensive account analysis to promptly address and resolve client complaints and escalations.
  • Collaborated closely with Checkwrite and Input teams to insure precise control of client data.

Education

Bachelor Of Arts - International Relations

University of Delaware
Newark, DE
05.2021

Skills

  • Analytical Skills
  • Attention to Detail
  • Collaboration
  • Communication
  • Critical Thinking
  • Interpersonal Skills
  • Leadership
  • Problem Solving

Timeline

Financial Controller

J.P.Morgan Chase & Co.
02.2023 - Current

Client Relations Analyst

J.P.Morgan Chase & Co.
07.2021 - 02.2023

Bachelor Of Arts - International Relations

University of Delaware

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Forrest Thomas