Summary
Overview
Work History
Education
Skills
Certificationsandawards
Languages
Timeline
Generic

Kwanjittra Kaeo-Unruean

Tampa,FL

Summary

Dynamic and professional individual with a proven track record at Morgan Stanley, consistently enhancing client security and satisfaction. Excels in efficiently processing financial transactions and managing client onboarding, leveraging advanced skills in Microsoft Excel and exceptional problem-solving abilities. Recognized for outstanding communication and client services, makes significant contributions to financial planning and the effective management of client relationships.

Overview

4
4
years of professional experience

Work History

Participant Relationship Management

Morgan Stanley
03.2023 - Current
  • Authenticating clients and confirmed authorization to enhance the security of financial transactions
  • Processing client requests, resolving inquiries, and offering guidance on financial services to ensure clients' needs are met, while also managing client onboarding, collecting vital information and documentation, assessing risk, and processing money movement transactions
  • Engaging in detailed conversations with clients to gain insights into their financial goals, current financial standing, and objectives for their accounts, while also connecting clients with Financial Advisors to conduct in-depth financial planning discussions and assess their specific needs

Associate Bank

JPMorgan Chase
11.2022 - 03.2023
  • Processed financial transactions including cashing checks, accepting deposits, payments, withdrawals, and assisting customers with account inquiries
  • Verified customers' identification and process transactions in accordance with bank policies
  • Maintained accurate financial records and referred customers to appropriate bank staff for additional services

Administrative Service Specialist

St. Petersburg College
06.2022 - 10.2022
  • Processed payment invoices submitted faculty work orders for travel requests & travel arrangements with (TAR/TRV) and completing mileage forms for the program director
  • Performed community outreach, attended meetings, and participated in the community and job fairs to promote EOC (Education Opportunity Center) program
  • Researched and prepared recruitment activities with recruiters and provided information to applicants

Documents Associate

PSCU (Payment System for Credit Union)
05.2021 - 01.2022
  • Collaborated with colleagues and departments to facilitate document related tasks
  • Entered and updated information from documents into databases or document management systems
  • Processed documents by utilizing OCR, Coldbat, 3270 software, Casepro, Rownet, and FDR

Education

Bachelor of Science - Business Analytics and Information Systems

University of South Florida
Tampa, FL
12.2023

Skills

  • Microsoft Outlook
  • Microsoft Power Point
  • Microsoft Word
  • Adobe Dreamweaver
  • Microsoft Access
  • Visual Studio (C#)
  • Customer Services
  • Microsoft Excel
  • Visio (SQL)
  • Tableau (Visualization)
  • Balsamiq
  • Outreach
  • Client Services
  • Problem solving
  • Communication

Certificationsandawards

  • Intro to Applied Data Analytics (Badges)
  • Data visualization with Tableau (Badges)
  • St. Petersburg College Dean list award
  • Employee of the Month, during 09/23
  • USF - Data Analytics Program (Badges)

Languages

Thai
Professional Working

Timeline

Participant Relationship Management

Morgan Stanley
03.2023 - Current

Associate Bank

JPMorgan Chase
11.2022 - 03.2023

Administrative Service Specialist

St. Petersburg College
06.2022 - 10.2022

Documents Associate

PSCU (Payment System for Credit Union)
05.2021 - 01.2022

Bachelor of Science - Business Analytics and Information Systems

University of South Florida

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Kwanjittra Kaeo-Unruean