Client Relations Service Specialist

*******@*****.**** com Miami, Pouya FL +1-305-***-****

WORK HISTORY

Sr. Client Service Specialist at The Starr Blum Group A division of Ameriprise Financial Services

**/**** - ******* (8 years)

All aspects of client relations. Ensure clients receive professional interaction and support.

Provided

solutions or direct clients through proper channels to resolve and ensure best results for the

client. Responsibilities included opening new accounts (domestic, foreign and Institutional)

handling daily monthly payouts, internal and external transfers, RMD, coordinate client events,

including but not limited to, end of year client holiday party, annual 529 day at Miami Zoo, Feeding

South Florida and other events throughout the year. During tax season, I work with clients CPAs to

provide tax documents needed. At the end of the year, as a team we coordinate sending out holiday

gifts to all client.

Sr. Transition Specialist at J. Kelly Associates Nationwide USA 09/2014 - 12/2016 (2 years)

Third party contractor consultant providing peace of mind and confidence for transitioning Advisors.

We achieve this with a set of tools and organized processes designed to manage the rapid and high

influx of client accounts and assets. For each engagement, whether working sideby side with the

Advisor or helping the team manage their transitions via virtual support, I am committed to taking

Advisors to that all important point where they and their clients feel confident they made the right

choice. Covering all the major wire houses and Independent firms across the Continental US and

Hawaii, I traveled to different cities and states weekly. Production Assistant at CBS Corporation

09/2013 - Current (11 years)

All aspects of client relations. Ensured clients received professional interaction and support. Main

job consisted of assisting the stage manager on live NFL NBA games. I was in charge of making sure

the talent (broadcasters) were where they needed to be and were ready to go live from multiple

locations. Also coordinated catering with specific requests per talent. End of broadcast consisted

on coordinating escape route which needed police security personnel for each game.

Sales Assistant at Northern Trust Bank

05/2006 - 07/2006 (3 months)

(TEMP) All aspects of client relations for high profile team with High Net Worth client.

Sales Assistant at Deutsche Bank

04/2004 - 09/2005 (1 year)

Moved with top producers I worked with from Prudential. All aspects of client relations

(Institutional and Domestic). Responsibilities included opening new accounts preparing and

processing Travel Entertainment (T E) handling daily and monthly payouts transfers Euro clear

transactions (processing International trades) DVP transactions (Delivery vs Payment) Anti Money

Laundering training by AML Dept in Baltimore screening clients and countries for AML prepared for

audits.

Sales Assistant at Prudential Wachovia

06/2002 - 04/2004 (2 years)

aspects of client relations (Institutional). Responsibilities included opening new accounts

preparing and processing Travel Entertainment (T E) handling daily and monthly payouts transfers

Euro clear transactions (International processing) Repo rollovers up to date spreadsheet (Fixed

income trading).

Assistant to Sales Manager at Morgan Stanley

01/2001 - 06/2002 (1 year)

Assisted with hiring new brokers and trainees Responsibilities included CRD experience (HR system

and documents) Payroll assisting with compliance and operations, especially with NASD and SEC

audits.

Sales Assistant at Morgan Stanley

02/2000 - 01/2001 (1 year)

All aspects of client relations. Responsibilities included client portfolio spreadsheets daily and

monthly payouts journals prioritized work for six brokers. Department Supervisor at Investacorp Inc.

08/1998 - 02/2000 (2 years)

Trading Supervised all aspects of ACAT transfers Mutual Funds trading Knowledge of Paine Webber

and US Clearing systems

Operations Manager at Beta Capital Management

11/1996 - 04/1998 (1 year)

All wire room functions. Responsibilities included settlements Euro clear Cedel, DTC DVP

Futures Commodities Syndicate New Accounts Cashiering ACATS Stock Certificates Re Org AML

Compliance and audits.

EDUCATION

Miami Killian Sr. High School

Graduated 1986

HS Diploma

Miami Dade College

Graduated 1989

AA Business Administration

SKILLS

Customer service, 10 years

Event Management, 4 years

LANGUAGES

English, Beginner

Spanish, Business Fluent

SOCIAL NETWORKS

Facebook, Facebook

ABOUT ME

I served in the military

I have a drivers license

I have management experience : 5 years

I have a security clearance

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