Jenna Cochrane
Cypress,Tx
Summary
Experienced investment banking professional with a proven track record in enhancing operational efficiency and ensuring compliance in fast-paced environments. Excels in developing and implementing processes that improve client satisfaction and streamlining administrative tasks. Adept at leading teams to meet organizational goals with a focus on providing top-notch client service.
Overview
17
17
years of professional experience
Work History
Head of Operations
Redfish Capital Management
04.2024 - Current
- Managed comprehensive compliance monitoring and reporting schedules for RIA firm, enhancing regulatory adherence.
- Led the creation of compliance procedures from the ground up, ensuring organizational alignment with industry standards.
- Maintained up-to-date knowledge of industry trends and best practices related to operations management.
- Developed and implemented new client onboarding and account maintenance processes, improving operational efficiency.
- Streamlined client communication and request fulfillment, significantly boosting client satisfaction.
Client Service Associate
UBS Financial Services
02.2022 - 04.2024
- Provide best-in-class client experience through active communication, anticipation and fulfillment of needs, exceptional attention to detail, and quick inquiry resolution.
- Onboard clients and maintain accounts, optimize operational efficiencies, process incoming/outgoing requests.
- Played a key role in transitioning 90% of the Financial Advisor’s book of business, demonstrating exceptional adaptability and client service skills.
- Participate in initiatives outside my day-to-day role that built collaboration and positive client experiences.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Assisted clients in understanding their account information, such as asset allocation and performance metrics.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
Lead Associate Operations
Chase Bank
08.2020 - 04.2022
- Provide exceptional customer service, and a dynamic and engaging culture.
- Support Branch Manager and Associates to ensure customer financial transactions are completed accurately and efficiently.
- Comply with all policies, procedures, and regulatory banking requirements.
- Support Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards.
- Exercise sound judgment and act with integrity while protecting client and bank assets.
- Trained new associates on company policies, procedures, and operational standards.
- Assisted with recruitment efforts by interviewing prospective employees and making hiring recommendations.
Associate Banker
Chase Bank
02.2016 - 08.2020
- Assist clients by completing financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks in a timely and accurate manner.
- Deliver outstanding customer service by building long-lasting, meaningful relationships.
- Assist clients with complex service transactions.
- Assist Lead Associate and Branch Manager with operation and control tasks.
- Mentor new employees with training and assisting clients.
- Researched and resolved open items and deposit issues.
Sales and Service Associate
Chase Bank
11.2009 - 03.2013
- Assist clients by completing transactions in a timely and accurate manner.
- Deliver outstanding customer service by building long-lasting, meaningful relationships.
- Assist clients with complex service transactions.
- Completed assigned tasks within established time frames.
- Resolved customer complaints in a professional manner.
Assistant Branch Manager
Washington Mutual/Chase Bank
01.2008 - 11.2009
- Manages day-to day operations and service at bank branch.
- Responsible for managing teller staff including hiring, training, sales and service performance.
- Meets financial and compliance standards for audit.
- Proactively identify and manage risk in every business, product, and service transaction.
- Responsible for developing short and long-term strategic planning goals for branch.
- Fulfills branch manager responsibilities during branch manager absence.
- Provide strong customer service, offer advice, and share products and services to help clients meet their financial needs.
- Partner with specialists to connect clients to experts that can further assist with their financial needs.
Education
Bachelor of Arts - Business Administration
University of Arizona Global Campus
05-2022
Skills
- Series 7
- Excellent Communication
- Organizational Development
- Policy Development
- Operational Efficiency
- Teamwork and Collaboration
- Operational excellence
- Risk Management
- Financial Analysis
- Regulatory Compliance
- Client Portfolio Management
- Strategic Planning
Timeline
Head of Operations
Redfish Capital Management
04.2024 - Current
Client Service Associate
UBS Financial Services
02.2022 - 04.2024
Lead Associate Operations
Chase Bank
08.2020 - 04.2022
Associate Banker
Chase Bank
02.2016 - 08.2020
Sales and Service Associate
Chase Bank
11.2009 - 03.2013
Assistant Branch Manager
Washington Mutual/Chase Bank
01.2008 - 11.2009
Bachelor of Arts - Business Administration
University of Arizona Global Campus