Jeanette Perdigon

Tampa,FL

Skills

Goal oriented
Detail oriented
Compliance awareness

Strong customer service skills
MS Office suite of tools

Summary

Senior Service Associate with over 20 years of corporate experience, most recently in the financial industry. Team player organized and detail oriented. Able to effectively manage changing priorities in a fast-paced environment, able to communicate with all levels of management, manage special projects, aggressive deadlines and fulfill service needs of a widely diverse group of clients, both internal and external.

Work History

Sr. Advisory & Managed New Accounts Associate (SMA/UMA Team)

Raymond James

09.2024 - 11.2025

In a very fast-paced environment, I reviewed Managed Client On Boarding agreements for consistency and accuracy. This included a tremendous amount of detailed information on holdings in the account, and many other variables. Based on the information gathered, the decision on how to proceed is made. All processing had to be completed within a set Service Level Agreement, which allowed for a very low error rate and a high volume of accounts to be processed each day, with each task requiring a turnaround of 24 to 48 hours. While simultaneously answering emails and calls from branches and other departments, troubleshooting any and all problems the branch may have, from opening a new Client-On-Boarding Task to IT problems, and providing a superior level of customer service.

Senior Service Associate

Morgan Stanley

01.2010 - 11.2023

Provided coverage for a wide range of operational services with Morgan Stanley Virtual Advisors, a branch that services approximately four hundred thousand accounts. Highly skilled in the processing of Banking alerts (ACH, Debit card, credit card, Wire transactions and Margin calls), Workflow scanning and processing of New Account Documents (All documents bound by KYC standards); Incoming and outgoing ACATs, Transfers, Account Maintenance from check distributions to delivery of precious metals; proficient in Retirement Plan Service, ESAs and 529 account processing as well as Qualified plan documentation and client requests.Proficient with Salesforce, 3D, CPS, MS Office Suite, and Outlook..

Traveler Logistics

TeamStaff Rx

01.2005 - 10.2008

Assumed full responsibility for all aspects of housing contracts with accuracy, completeness, and no leakage of unbilled expenses for a staff of 75 to 150 professional travelers (TeamStaff Rx and Nursing Innovations employees). Negotiated lease agreements, coordinated logistics of accommodations, travel arrangements, and assignment details for each employee on contract, prepared accounting statements, balanced ledgers, and tracked security deposits for each contract signed. Leveraged numerous vendors in various nationwide locations to achieve the lowest overhead expenses, without compromising quality, safety, or proximity to the assignment location. Conducted comprehensive research utilizing numerous resources to achieve the best end result for the employee and the company, within budget constraints.

Career Progress: Traveler Logistics, January 2005 – October 2008,
Sr. Staffing Assistant, January 2003 – January 2005.

Sr. Staffing Assistant

TeamStaff Rx

01.2003 - 01.2005

Preparation of contracts for employees and clients for each assignment. Ensured quality assurance for compliance with all required documents for medical records. Completed verification of all candidates' licensures, registrations, reference checks, and all other pertinent documents. Communicated contract details to the employee, and assisted in coordinating assignment logistics with the Traveler Services Department. Collected and verified time sheets for 75 to 150 medical professionals working nationwide each week.

Education

Associate degree -

Hillsborough Community College

Tampa, FL

High School - undefined

H.B. Plant High School

Tampa, FL

Formal Training

Time Management
Project Management
Advance written Communication Skills
Microsoft Suite, Including Excel and Power Point