
Client Operations professional with on-site, client-facing experience at a large financial institution. Skilled in managing high-touch onboarding workflows, coordinating cross-functional teams and third-party partners, reconciling financial records, and maintaining compliance-ready documentation and processes. Known for accuracy, discretion, strong operational judgment, excellent follow-through, and a client-first mindset.
· Provide administrative support to (Senior Project Managers and Sales Team by managing client and internal requests, ensuring timely completion of client-driven requests and internal initiatives
· Serve as the primary point of contact for internal stakeholders, providing status updates, tracking action items, and resolving service issues with strong attention to detail
· Manage high-volume service requests while maintaining a client-first mindset and consistent service standards
· Handle end-to-end operational processes including quote preparation, order initiation, documentation tracking, and follow-through execution.
· Maintain accuracy across transactional workflows by monitoring acknowledgements, confirmations, and required approvals
· Ensure all records and documentation are complete, accurate, and align with internal process requirements
· Retain accurate operational records and inventory data to support reporting, asset tracking, and resource planning
· Partner closely with accounting to reconcile invoices, review backlog items, approve payments, and support project close-out
· Monitor budgets and flag variances to ensure operational activity remained within approved financial scope
· Maintain accurate client and operational data to support reporting and internal compliance standards
· On Site with Capital One as a client-facing operations partner, supporting day-to-day operational workflows and service delivery
· Served as a primary point of contact for Capital One stakeholders, coordinating requests, providing status updates, and ensuring timely resolution
· Maintained accuracy across transactional workflows by monitoring acknowledgments, confirmations, and required approvals
· Partnered closely with accounting teams to reconcile invoices, review backlog items, approve payments, and support project and financial close-out
· Monitored budgets and flagged variances to ensure operational activity aligned with approved financial scope
· Maintained accurate records and ensured documentation met client and internal process standard
· Managed financial reconciliation, payment approvals, and operational close-out while maintaining accurate records and controls