Takashia Johnson
Abington,PA
Summary
Detail-oriented financial services professional with over 2 years of experience supporting client onboarding, trust operations, and regulatory compliance. Proven success in reviewing client documentation, verifying KYC, and providing high-level service in fast-paced environments such as Vanguard, BNY Mellon, and Vericast. Skilled in navigating internal systems, managing account data, and supporting trust administration processes. Strong communicator and problem-solver with a collaborative approach, well-prepared to support the daily servicing and administration of institutional and high-net-worth client accounts.
Overview
4
4
years of professional experience
Work History
Operations Data Analyst – Corporate Actions & Comp
BNY Mellon Via Eliassen Group
11.2024 - 03.2025
- Reviewed legal and corporate trust documentation to ensure transaction integrity and compliance with internal policies.
- Located and assessed physical and electronic files to support audit trails and trust operations.
- Ran system reports and compiled data screenshots in response to regulatory and business partner queries.
- Collaborated with internal teams to resolve discrepancies and ensure accounts were administered correctly.
- Maintained documentation control and aligned daily administration tasks with compliance and risk standards.
Onboarding Specialist – Banking & Financial Client
Vericast
06.2024 - 09.2024
- Onboarded clients from multiple financial institutions onto new platforms, ensuring full KYC verification and regulatory compliance.
- Communicated with clients to collect or update documentation, preventing account disruptions.
- Used Salesforce to manage onboarding workflows and track client progress.
- Facilitated account setup, documentation review, and client orientation to digital services.
- Coordinated with internal compliance and technology teams to meet onboarding SLAs and streamline operations.
Client Care Specialist
City National Bank
08.2023 - 06.2024
- Supported high-net-worth clients with account servicing and banking requests, including fund disbursements and reporting.
- Ensured client records were accurate and met regulatory requirements, flagging KYC inconsistencies for remediation.
- Managed client inquiries and processed daily transactions with confidentiality and care.
- Maintained detailed logs using CRM tools and supported onboarding for trust and investment products.Resolved customer complaints effectively
- Established relationships with high-profile clients
- Processed customer transactions accurately
- Responded to all client inquiries and asked appropriate questions to facilitate resolution.
- Interacted with team members across departments to research and resolve customer issues.
Client Service Specialist
Infina Search
11.2021 - 06.2023
- Provided account support for investment clients, ensuring compliance with internal and regulatory procedures.
- Handled documentation updates, account changes, and client inquiries with accuracy and professionalism.
- Supported special projects focused on onboarding improvements and internal documentation.
- Utilized internal systems to verify client data, track interactions, and escalate complex issues.
Remote Customer Service
Pilot Freight Services
10.2020 - 09.2021
- Communicated with customers regarding shipments
- Provided rate quotes
- Coordinated delivery schedules
Education
Bachelor of Science - Cybersecurity, Computer Science
Southern New Hampshire University
03.2028
High School Diploma - undefined
Glasgow High School
06.2009
Skills
- CRM
- Call Center Operations
- Customer Relationship Management
- Problem Resolution
- Microsoft Office Suite
- Multitasking
- Effective Communication
Timeline
Operations Data Analyst – Corporate Actions & Comp
BNY Mellon Via Eliassen Group
11.2024 - 03.2025
Onboarding Specialist – Banking & Financial Client
Vericast
06.2024 - 09.2024
Client Care Specialist
City National Bank
08.2023 - 06.2024
Client Service Specialist
Infina Search
11.2021 - 06.2023
Remote Customer Service
Pilot Freight Services
10.2020 - 09.2021
Bachelor of Science - Cybersecurity, Computer Science
Southern New Hampshire University
High School Diploma - undefined
Glasgow High School
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