Excel
Megan Orosz
Staten Island,NY
Summary
Dependable and detail-oriented professional adept at quickly identifying and resolving operational issues, implementing new processes and providing exemplary customer service. Possesses excellent organizational, problem-solving, and communication skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
17
17
years of professional experience
2
2
Certificates
3
3
years of post-secondary education
Work History
AWM, Client Ops Associate I
JPMorgan Chase Bank, National Association
06.2022 - Current
- Prepare 100+ documents per month to be sent to new, existing clients to be signed, while implementing safe and secure procedures using DocuSign
- Act as subject matter expert on required legal documentation to process & onboard clients
- Perform quality check on 80+ requests per month for documents before requests are submitted to clients
- Work with client facing teams to collect required legal documents & associated information to meet all regulatory & internal policies
- Established relationship with Financial Advisors & Client Associates to serve as point of contact for account opening; reporting issues for designated clients
AWM, Onboarding Associate
JPMorgan Chase, National Association
08.2021 - 06.2022
- Supported all aspects of client onboarding including fulfillment of opening 60+ accounts per month for new clients
- Stayed current with all regulatory changes & requirements around, suitability & documentation
- Assisted new FA's in client onboarding by completing KYC for new clients
- Provided assistance & support to team members in completing any time sensitive projects
- Opened accounts for new and exiting clients using connect & workhub
AWM, JPMS Managed Account Ops Associate-Team Lead
JP Morgan Securities LLC
05.2016 - 08.2021
- Ran daily/monthly reports to ensure outliers are addressed & remediated in timely manner
- Responded to support inquires & assisted with escalations/resolutions
- Handled & actioned inquiries from third party investment managers, including new account reconciliation breaks
- Monitored team performance and provided constructive feedback to increase productivity & maintain quality standards
- Worked with team to identify areas of improvement & devised solutions based on findings
- Managed leave requests and absences and arranged covers to facilitate smooth flow of operations
- Held weekly team meetings to inform team members on company news and updates
- Collaborated with financial advisors on opening accounts for clients in timely manner
- Remediated volume of 60+accounts per month for trading using Longview and MORCOM
- Performed required quality check on accounts to be converted from brokerage to managed accounts with use of PCSFees, NACS, & AML
- Extensive use of MIcrosoft Office products, e.g, Excel, PPT & Word, as assistance was needed with writing & creation of internal operational manuals & procedures
Client Screening Analyst
Forum Consultant At JP Morgan Securities LLC
03.2015 - 11.2016
- Remediated 100+ volume of accounts for high risk, politically exposed clients to comply with AML regulations by making sure all required documentation were on file & in good order
- Performed required KYC screening of clients by documenting & corroborating information obtained on clients as required by KYC procedures, utilizing multiple research sources
- Provided assistance & support to team members in completing any time sensitive projects
- Provided the initial KYC review on account applications via TEDD & EY
Department Manager
Bed Bath & Beyond
05.2006 - 03.2015
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Managed inventory and receiving operations to maintain optimal stock levels and meet expected demands.
- Communicated with managers of other departments to maintain transparency.
- Worked actively with management team of 8 managers to create daily and weekly sales plans based on weekly sales trends.
- Created and enforced department policies, procedures and standards to establish productivity and quality.
- Partnered with merchandising team to plan and execute floor moves, merchandise placement, and overall sales set-up.
- Kept employee workloads fair and balanced to achieve objectives while maintaining high job satisfaction.
- Motivated associates to consistently deliver effective selling behaviors through coaching and recognition.
- Prepared detailed reports for management to clarify existing trends, review sales and inventory data and support shrink minimization and safety awareness.
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
Education
Bachelor of Science - Business Administration
Southern New Hampshire University
Hooksett, NH 02.2022 - 12.2024
Skills
- Excel
- Power Point
- Report Exceptions
- Quality Control Analysis
- Microsoft Office Suite
- Critical-Thinking
- Problem Solving
- Time Management
- Management
- Communication
- Digital Marketing Strategy
- Research
Affiliations
The National Society of Leadership & Success
Certification
Applied Marketing Strategies
Social Media Certified
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
- Supervised team of 10 staff members.
- Promoted to Associate after 2 years with the company.
Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteImportant To Me
Career advancementWork-life balanceFlexible work hoursPaid sick leave401k matchWork from home optionPaid time offHealthcare benefitsQuote
Every problem is a gift—without problems we would not grow.
Tony Robbins
Software
Power Point
DocuSign
Languages
English
Native or Bilingual
Timeline
AWM, Client Ops Associate I
JPMorgan Chase Bank, National Association
06.2022 - Current
Bachelor of Science - Business Administration
Southern New Hampshire University
02.2022 - 12.2024
AWM, Onboarding Associate
JPMorgan Chase, National Association
08.2021 - 06.2022
AWM, JPMS Managed Account Ops Associate-Team Lead
JP Morgan Securities LLC
05.2016 - 08.2021
Client Screening Analyst
Forum Consultant At JP Morgan Securities LLC
03.2015 - 11.2016
Department Manager
Bed Bath & Beyond
05.2006 - 03.2015
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