Kaden Bradley
Wilmington,DE
Summary
Motivated professional looking to apply hands-on experience and developed skills to add real value to a company. Eager to work hard, learn quickly, and build the skills necessary to grow and succeed in this field.
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Overview
7
7
years of professional experience
Work History
Client Service Associate L
BNY Mellon
Chesterbrook, PA
09.2025 - 01.2026
- Work with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY Mellon.
- Support clients in addressing moderately complex operational and technical issues and ensure requests are executed.
- Apply intermediate problem solving skills, experience, and judgement to analyze information and deliver high quality service to a specialized client base.
- Provide clients with information related to BNY Mellon products and services representing multiple lines of business and geographies, directing them to appropriate resources as needed.
- Monitor client inquiries, resolve non-routine issues, and escalate complex matters to the appropriate team members.
- Manage and administer multiple, moderately complex client accounts effectively.
- Use trust experience and knowledge of client needs to contribute to business development efforts and participate in initiatives aimed at improving the client.
- Review and Analyze documents for discrepancies. Validate documents before sending the accounts to trading.
- Assist with the onboarding of new clients as needed. Build accounts with the necessary paperwork, coding, cash, and securities. According to state and national regulations.
- Process paperwork and work with clients to provide moderately complex, too complex level account maintenance.
- Fund accounts with cash, or with a combination of cash and securities, in accordance with the bond market and regulations.
- Liaise between clients and custodians to ensure all information is accurate to ensure all trading activity is in line with state and national regulations if exceptions are added or removed.
Operations Analyst (II) - Mutual Funds
SEI
Oaks, PA
07.2022 - 08.2025
- Review, analyze, and enter client information and transactions into multiple systems.
- Set up securities and provide general account level maintenance.
- Contribute to the daily oversight of fund accounting and administration.
- Maintain a working knowledge of assigned client portfolios and the investments within those portfolios.
- Respond to client inquiries in a timely, accurate and professional manner.
- Reviewed third-party service provider reports, including NAV analyses, cash and asset reconciliations, past-due income reports, and daily distribution and trade activity.
- Identified, researched, and resolved complex issues independently and as a team upon request. Ensuring timely and accurate solutions.
- Maintained and reviewed cash position entries across multiple funds to ensure accuracy and alignment with investment activity.
- Perform research and analysis of root cause conditions, implementing solutions as assigned.
- Maintain the highest level of confidentiality, quality and privacy.
- Interface with Operating units and business units, such as Reversals Team, Reconciliation Team, Corporate Actions/Income, and Treasury Management Team, as required to provide awareness of processing problems as they arise.
- Assist in projects and Ad-Hoc searches as needed.
- Executed trading orders on behalf of both internal and external clients, ensuring accuracy, compliance, and timely market execution.
- Work on special projects as needed.
Account Executive
JG Wentworth
Chesterbrook, PA
01.2021 - 06.2022
- Facilitated growth and maintained book of business between creditors, collection agencies, collection law firms, and debt buyers.
- Engaged customers through various channels (phone, email, SMS, etc.)
- Successfully acquired new customers through prospecting efforts and by fielding new inbound inquiries.
- Collaborated with members of cross-departmental team to manage active, in-process business and provide exceptional, responsive customer service.
- Analyzed client portfolios to determine the best strategy to help clients achieve financial freedom as quickly as possible.
- Reviewed clients' banking accounts to determine funds necessary and available to execute the program.
- Negotiated, delivered, and followed through to completion client settlement offers and proposals between the client and the creditor.
- Achieved monthly KPIs set by management.
Customer Service
American Computer Estimating (ACE)
West Chester
02.2019 - 04.2020
- Prepared source data by compiling and sorting information.
- Entered customer and account data via SAP.
- Retained and applied wide knowledge of company procedures, specific to each client.
- Established and maintained effective working relationships with clients and peers.
- Reviewed supporting documentation for approval process.
Flex Supervisor
Flex Supervisor
West Chester, PA
03.2019 - 10.2019
- Managed resources to ensure maximum output, accuracy, and efficiency at all times.
- Ensured that all department and/or corporate policies and procedures were communicated, understood, and adhered to.
- Established and promoted a positive, team-oriented work environment emphasizing employee involvement, proactive communication, inter-departmental cooperation, and continual improvement on all levels.
- Established and maintained an aggressive cross-training program within the department to promote development, enhance flexibility, and ensure backup coverage of vital processes.
- Implemented employee personal development plans as required to ensure continuing professional growth of department personnel.
- Served as an effective liaison and advocate to ensure that employee, department, and corporate needs were addressed in a timely and productive manner.
Education
Bachelor of Arts - Mass Communication-6 Credits Short Of Degree
Lincoln University
Lincoln University, PA05-2018
Diploma - undefined
Kennett High school
Kennett Square, PA06-2013
Skills
- Client Information Management
- Account Maintenance
- Fund Accounting and Administration
- Portfolio Management
- Client Inquiry Resolution - NAV Analysis
- Cash and Asset Reconciliation
- Trade Activity Monitoring - Issue Resolution
- Cash Position Management
- Operational Research and Analysis
- Process Interaction and Coordination
- Data Confidentiality and Privacy
- Order Execution and Compliance
- Customer Prospecting and Acquisition
- Customer Service
- Account Data Entry (SAP)
- Relationship Management
- Team Collaboration and Cross-Training
- Client relationships
- Empathy and patience
- Client onboarding process
- Customer support
- Client relations
- Follow-up skills
- Client support
- Client profile building
- Customer service
- Teamwork
- Computer skills
LANGUAGES
English Advanced
Timeline
Client Service Associate L
BNY Mellon
09.2025 - 01.2026
Operations Analyst (II) - Mutual Funds
SEI
07.2022 - 08.2025
Account Executive
JG Wentworth
01.2021 - 06.2022
Flex Supervisor
Flex Supervisor
03.2019 - 10.2019
Customer Service
American Computer Estimating (ACE)
02.2019 - 04.2020
Diploma - undefined
Kennett High school
Bachelor of Arts - Mass Communication-6 Credits Short Of Degree
Lincoln University