Harvey Saint Jean
Naperville,IL
Summary
Accomplished Registered Client Service Associate at Morgan Stanley, adept in time management and team collaboration, significantly increased digital service adoption by 20%. Expertise in CRM software, facilitated substantial AUM growth and streamlined high-value account transfers, showcasing organizational proficiency and a client-focused approach.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Registered Client Service Associate
Morgan Stanley
06.2023 - Current
- Facilitated over 150 client transactions per month with a 99% success rate, ensuring compliance with all regulatory requirements and minimizing processing errors.
- Increased cross-selling opportunities by identifying client needs and recommending Firm services, leading to a 20% growth in the adoption of digital offerings such as Morgan Stanley Online and Mobile.
- Contributed to a 12% increase in assets under management (AUM) by supporting Financial Advisors in identifying growth opportunities and developing targeted client strategies.
- Streamlined the onboarding process for a new financial advisor, successfully transferring $92 million in AUM across 362 accounts from a competing bank within 90 days.
- Executed trades and monitored investments to ensure alignment with client-established criteria, supporting portfolio objectives.
Senior Manpower Analyst
United States Air Force
07.2016 - 07.2023
- Evaluate and improve Air Force organization structures for effectiveness and efficiency by studying the organization’s mission, structure, and workload to analyze and draft organization change requests.
- Collaborated and negotiated with key decision-makers to fulfill staffing requirements, ensuring operational efficiency and meeting budget and timeline goals.
- Advised Commanders on Air Force headquarters guidance, analyzing and interpreting impacts on peacetime and wartime organizational staffing
- Manage and conduct manpower studies, including developing statements of work, cost comparisons, analysis, and recommendation of resources.
- Allocate and direct position mix among military, civilian, and contract personnel to ensure mission accomplishment with the most efficient and effective use of resources.
- Ratified Base-wide civilian security clearance mismatch; triggered Air Force comprehensive audit across 189 units and certified 64 positions
Avionics Aircraft Technician
United States Air Force
06.2011 - 07.2016
- Performs comprehensive ground handling operations, including towing, jacking, refueling, and liquid oxygen servicing, to ensure aircraft readiness and operational efficiency.
- Coordinated the management of three B777 weather diversions, developing and implementing a strategic parking plan that ensured the safety and efficient handling of over 1,200 passengers.
- Directed the servicing and launch of three Presidential support missions, facilitating the transport of four armored vehicles and a VH-3D Sea King helicopter to support President Obama's attendance at the 2014 Asia-Pacific Economic Cooperation Summit.
- Diagnosed and replaced a faulty transceiver, ensuring the successful departure of 102 Japanese Air Self-Defense Force missiles in support of Exercise Red Flag.
- Reprogrammed critical Identification Friend or Foe (IFF) codes, enabling the delivery of over 300,000 pounds of cargo and the airlift of 689 personnel in support of Hurricane Sandy disaster relief operations
Education
Master of Science - Finance
University of Illinois Springfield
Springfield, IL08-2024
Bachelor of Science - Accounting And Finance
Southern New Hampshire University
Hooksett, NH01-2023
Associate of Science - Avionic System Technology
Community College of Airforce
06-2019
Associate of Science - Management Engineering Technology
Community College of The Air Force
06-2019
Skills
- Time management
- Empathy and patience
- Team collaboration
- Organizational proficiency
- CRM software proficiency
- Monthly reporting
Certification
Accredited Asset Management Specialist
Series 63 Licenses
Series 65 Licenses
Series 7 Licenses
Timeline
Registered Client Service Associate
Morgan Stanley
06.2023 - Current
Senior Manpower Analyst
United States Air Force
07.2016 - 07.2023
Avionics Aircraft Technician
United States Air Force
06.2011 - 07.2016
Accredited Asset Management Specialist
Series 63 Licenses
Series 65 Licenses
Series 7 Licenses
Master of Science - Finance
University of Illinois Springfield
Bachelor of Science - Accounting And Finance
Southern New Hampshire University
Associate of Science - Avionic System Technology
Community College of Airforce
Associate of Science - Management Engineering Technology
Community College of The Air Force
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