Harley Muniz
Lake Mary,FL
Summary
Results-oriented individual with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Client Service Associate
BNY Pershing
Lake Mary, FL
08.2021 - Current
- Developed relationships with Registered Investment Advisors, end clients and internal business partners during the transition of RIA’s to the Pershing platform.
- Supported approximately 30 RIA relationships and their clients with placing trades, navigating Pershing tools and platform, researching inquiries, and providing operational support. Maintained accurate, quality documentation for all processes and activities including timely follow up for complex inquiries.
- Conducted ongoing analysis of company and team operations and procedures to ensure the highest level of client satisfaction.
- Trained RIA’s on technical/operational procedures as well as presented additional services available through Pershing.
- Provided senior leaders with feedback and suggestions regarding client implementation and onboarding.
Intermediate Client Service Associate
BNY Albridge Solutions
Lake Mary , FL
12.2019 - 08.2021
- Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Maintained updated knowledge through continuing education and advanced training.
Client Processing
BNY Alternative Investment Solutions
Lake Mary, FL
12.2018 - 12.2019
- Collaborated with other departments to resolve customer inquiries concerning trade issues.
- Worked closely with operations staff to ensure accuracy in settlement processing activities.
- Provided support in resolving any issues that arose during the execution of trades.
Education
Florida International University
Miami, FLMiami Beach Senior High School
Miami Beach, FLSkills
- Client relationship management
- Effective communication
- Attention to detail
- Problem-solving
- CRM software proficiency
- Product knowledge
Certification
SIE
Series 7
Series 63
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Accomplishments
- BNY Future Leaders Program Graduate
Military Service
- Private First Class, Cavalry Scout
Timeline
Senior Client Service Associate
BNY Pershing
08.2021 - Current
Intermediate Client Service Associate
BNY Albridge Solutions
12.2019 - 08.2021
Client Processing
BNY Alternative Investment Solutions
12.2018 - 12.2019
Florida International University
Miami Beach Senior High School
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