OWEN BEYER
New York,NY
Summary
Client Services and Operations professional in financial services with 4+ years' experience supporting trading platforms, troubleshooting system issues, and collaborating with Product and Technology teams. Proven ability to bridge client needs with product development, perform release checks, and optimize operational workflows.
Overview
6
6
years of professional experience
Work History
Client Services Associate
MarketAxess
New York, USA
07.2024 - Current
- Act as first-line support for clients across the MarketAxess trading platform.
- Assist with sanity checks following system releases to ensure platform functionality.
- Troubleshoot platform issues and escalate to Technology or Product teams as needed.
- Coordinate onboarding and user setup to ensure accurate client configurations.
Business Process Management Supervisor
Voyager Digital
New York, USA
01.2022 - 12.2023
- Led automation and process redesign initiatives to improve reconciliation accuracy and reduce exceptions.
- Built Tableau dashboards with BI for real-time monitoring of critical tasks, accelerating resolution of SLA breaches.
- Authored SOPs and trained 40+ associates across Funding, KYC, and Customer Support.
Customer Experience Supervisor
Voyager Digital
New York, USA
06.2021 - 01.2022
- Supervised funding teams and aligned resources to meet operational goals while coordinating with other departments.
Customer Experience Lead
Voyager Digital
New York, USA
09.2020 - 06.2021
- Managed daily deposit and withdrawal workflows, ensuring accuracy and compliance.
Customer Service Intern
Voyager Digital
New York, USA
05.2019 - 09.2020
- Supported customer inquiries and operational tasks across multiple teams.
Education
Some College (No Degree) -
Arizona State University - W.P. Carey School of Business
Tempe, AZ06-2020
Skills
- Troubleshooting
- SOP development
- Training
- Team leadership
Timeline
Client Services Associate
MarketAxess
07.2024 - Current
Business Process Management Supervisor
Voyager Digital
01.2022 - 12.2023
Customer Experience Supervisor
Voyager Digital
06.2021 - 01.2022
Customer Experience Lead
Voyager Digital
09.2020 - 06.2021
Customer Service Intern
Voyager Digital
05.2019 - 09.2020
Some College (No Degree) -
Arizona State University - W.P. Carey School of Business
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