Forrest Thomas
Hockessin,DE
Summary
Dedicated to fostering strong client relationships,I bring an unwavering commitment to excellence and integrity. Thriving in a fast-paced environment, I leverage communication, organization, and problem-solving skills to deliver exceptional client service. Motivated to exceed expectations, I am skilled in computer applications, adaptable to new challenges, and aim to guide clients toward their financial goals. With extensive account management experience, I enhance client experiences and provide valuable assistance across diverse profiles.
Overview
3
3
years of professional experience
Work History
Financial Controller
J.P.Morgan Chase & Co.
Newark, DE
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 Derivative and Securities-Based Swap Dealers processes.
- Provide invaluable support to the Derivatives and Securities Finance Reporting teams.
Client Service Analyst
J.P.Morgan Chase & Co.
Newark, DE
07.2021 - 02.2023
- Skillfully managed daily client inquiries related to pension accounts.
- Supervised and trained client service analysts 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 ensure 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
- Strong Problem-Solving
Timeline
Financial Controller
J.P.Morgan Chase & Co.
02.2023 - Current
Client Service Analyst
J.P.Morgan Chase & Co.
07.2021 - 02.2023
Bachelor of Arts - International Relations
University of Delaware
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