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, DE05.2021
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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