Michelle Williams
Brownsville,TN
Summary
Senior Service Associate at Morgan Stanley Wealth Management Services, adept as a team player by enhancing operational efficiency. Proven expertise in research, audit findings, and banking processes. Exceptional communication and analytical skills. Recognized for motivating staff and achieving client relationships. Meeting all performance expectations required in my position.
Overview
26
26
years of professional experience
Work History
Senior Service Associate
Morgan Stanley Wealth Management
Memphis, TN
11.2010 - Current
- Service Associates perform operational support and oversight on behalf of the Market as well as general management support functions and special projects.
- The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals.
- The Service Associate must have the ability to resolve problems using all available resources and escalate matters, as necessary.
- Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing.
- Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail at multiple points throughout the day.
- Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals.
- Assist with processing of trade adjustments and responding to operational alerts.
- Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner.
- Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements.
- Remedy and/or escalate service breaks to management team.
- Assist with special projects (e.g., recruit onboarding support).
- Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features.
- Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed.
- Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support).
- Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers.
- Organize and track progress against operational remediation projects.
Bank Teller
Regions Bank
Memphis, Tennessee
05.2008 - 10.2010
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Educated customers on use of banking website and mobile apps.
- Processed customer transactions promptly, minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Audited fellow teller currency to contribute to dual-control procedures.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Assisted customers with returns, refunds and resolving transaction issues.
- Built relationships with customers to encourage repeat business.
- Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.
- Worked with floor team and managers to meet wide range of customer needs.
Client Banking Supervisor
Sedgwick Claims Management Services
Memphis, USA
08.1999 - 04.2008
- Supervised banking staff of 4 providing leadership and guidance.
- Assist clients, bank, and local office with problem identification and resolution.
- Develop operating procedures for department and local offices.
- Coordinate establishment of new bank accounts working with clients, program managers, carriers, banking partners, check printing vendor and corporate IT colleagues.
- Communicate standard bank offerings to clients, brokers, carriers and company program managers as required including participation in New Client Implementation teams.
- Establish bank interfaces as required, assist with establishing bank interfaces with various banks as required.
- Work with Bank Reconciliation Group, check printing vendor and banking partners to obtain clean bank reconciliation reports from bank.
- Administer company personnel policies in all areas and follow company staffing standards and training recommendation.
- Work with Bank Reconciliation Group to balance client account to ensure accuracy of system reports balancing to funding reports.
- Interview hires and establish colleague performance development plans.
Education
Business Administration / Accounting
Jackson State Community College
Jackson, TN05.1985
Computer Science
Union University
Jackson, TN05.1982
Skills
- Excellent oral and written communication
- Presentation skills
- PC Literate
- Microsoft Office Products
- Leadership
- Management
- Motivation Skills
- Analytical skills
- Interpretive skills
- Strong organizational skills
- Excellent interpersonal skills
- Excellent negotiation skills
- Ability to work in deadline-driven environment
- Ability to meet or exceed performance competencies
Timeline
Senior Service Associate
Morgan Stanley Wealth Management
11.2010 - Current
Bank Teller
Regions Bank
05.2008 - 10.2010
Client Banking Supervisor
Sedgwick Claims Management Services
08.1999 - 04.2008
Business Administration / Accounting
Jackson State Community College
Computer Science
Union University
References
Available upon request.
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