Hui Hsia Hsieh
Quincy,MA
Summary
Skilled in training and mentoring teams while effectively managing client inquiries. Expertise in cash movement reconciliation and issue escalation coordination, driving significant improvements in service delivery.
Overview
25
25
years of professional experience
Work History
Senior Associate
State Street Bank and Trust Company
10.2019 - Current
Led cross-functional teams to enhance operational efficiency and streamline processes.
AMS Client Service: Invesco
Daily interactions with internal & external inquiries and responding daily IMT logs.
Since 2023, I am servicing additional clients DFA and Natixis
Daily interactions with internal & external inquiries and responding daily IMT logs.
Client Ops Administrator, Senior Associate
State Street Bank and Trust Company
10.2014 - 09.2019
Streamlined office procedures to enhance operational efficiency and reduce processing time.
Client Service: Invesco (Custody Only Funds)
Daily trades, cash movement reconciliation.
Responding daily IM's inquiry via emails.
Client Ops Administrator Associate
State Street Bank and Trust Company
12.2007 - 10.2014
Managed daily operational activities to ensure seamless workflow and compliance with regulatory standards.
Client Service: Aberdeen
Daily trades, cash movement posting and reconciliation of shadow funds.
Responding daily IM's inquiry via emails.
Portfolio Administrator
State Street Bank and Trust Company
08.2002 - 12.2007
Coordinated with internal teams to streamline operational workflows and enhance service delivery.
Mutual funds daily trades, cash movement posting and reconciliation.
Portfolio Administrator
State Street Bank and Trust Company
04.2001 - 08.2002
Evaluated transactions and reporting for adherence to applicable regulatory guidelines and data integrity.
Bond trading and cash movement reconciliations.
Education
Associate of Science - Accounting
Quincy College
Quincy, MA08-2000
Skills
- Training and mentoring
- Effective multitasking
- Issue escalation coordination
Timeline
Senior Associate
State Street Bank and Trust Company
10.2019 - Current
Client Ops Administrator, Senior Associate
State Street Bank and Trust Company
10.2014 - 09.2019
Client Ops Administrator Associate
State Street Bank and Trust Company
12.2007 - 10.2014
Portfolio Administrator
State Street Bank and Trust Company
08.2002 - 12.2007
Portfolio Administrator
State Street Bank and Trust Company
04.2001 - 08.2002
Associate of Science - Accounting
Quincy College