Kyle-Michael Rose
Middletown,DE
Summary
Detail-oriented financial services professional with 5+ years of experience in wealth management operations, client account maintenance, and financial services. Proven track record of driving operational excellence, ensuring regulatory compliance, and delivering accurate, client-focused solutions in high-volume environments. Recognized for innovation, analytical problem-solving, and cross-functional collaboration.
Overview
8
8
years of professional experience
Work History
Client Operations Specialist
JPMorgan Chase & Co.
Newark, USA
02.2021 - Current
- Manage complex account authority changes for wealth management clients while ensuring regulatory compliance, data integrity, and operational excellence.
- Collaborate with financial advisors, relationship managers, and cross-functional teams to resolve account issues and deliver timely, client-focused solutions.
- Supported J.P. Morgan's book-running operations for the SpaceX IPO by processing 337 IPO certification forms across 337 brokerage accounts in nine days, achieving a 750% increase over normal team volume.
- Winner, WMCO InnoFest 2025: Presented an award-winning operational improvement proposal to Executive Directors and Managing Directors, earning recognition as one of three winning teams across the Global Private Bank.
- Trained and guided staff on operational procedures and policies, enhancing understanding of regulations.
Claims Operations
Chubb Insurance
Wilmington, USA
01.2019 - 01.2020
- Managed the secure processing and delivery of insurance claim payments valued up to $10 million, ensuring accuracy, compliance, and timely execution.
- Acted as a subject matter resource for payment processing while utilizing Excel to analyze operational performance and improve workflow efficiency.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Education
Bachelor of Science - Computer Science
Bloomsburg University of Pennsylvania
Bloomsburg, PA05-2018
Skills
- Problem Solving
- Operational Excellence
- Regulatory Compliance
- Client Account Maintenance
- Teamwork and collaboration
- Effective communication
- Experience in leadership
- Multitasking Abilities
- Data Analysis
- Process Improvement
Timeline
Client Operations Specialist
JPMorgan Chase & Co.
02.2021 - Current
Claims Operations
Chubb Insurance
01.2019 - 01.2020
Bachelor of Science - Computer Science
Bloomsburg University of Pennsylvania