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Front Office Executive Assistant

Queens, NY
December 30, 2020

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323-***-**** • •


A dedicated client facing representative experienced in communicating complex concepts simply and accurately, driving the adoption of technology systems by assessing, designing, developing and delivering training solutions (in English and Spanish). EXPERIENCE

ALLVUE, CRM Consultant, New York, NY 2020 – Present

Member of the team that manages overall implementation process for new client deployments of Microsoft Dynamics 365 CRM

Gather client requirements and work with internal teams to implement client's needs according to the firm’s implementation methodology on

Prepare relevant documentation for the implementation process, including client requirements, project plans, design documents and reporting specifications

Track the progress of the implementation according to the project plan and provide status updates to the Project Manager on a weekly basis

Configure the Dynamics 365 CRM system according to the agreed-upon design documentation, and work with the client and database administration team to migrate client historical data into the system

Collaborate with internal development team to deliver custom requirements including client-specific reporting, interfaces and business processes

Conduct testing of application and custom enhancements prior to client deployment, work with clients to facilitate user acceptance testing and production rollout

JP MORGAN, PRIVATE BANK, Implementation Manager, New York, NY 2018 – 2019

Collaborated with department heads to facilitate training sessions on Unconscious Bias

Created an afterhours public forum that allowed Employee Resource Groups to discuss efforts to raise awareness for diversity and inclusion

As a part of the L&D team, lead special projects related to front office development

Collaborated with front office to execute a migration strategy for new CRM system

• Fostered continuous communication and collaboration with client teams and development teams

Oversee design, development, and implementation of online courses for internal training

• Partnered with key stakeholders in multiple business units to design, develop and deliver training initiatives, managing projects from concept to completion

• Delivered critical support to 650 end users for successful technology adoption via virtual training efforts

• Communicated weekly updates internally to the Implementations Management team and externally to the Private Bank leadership teams

Contributed to the national training agenda by managing and delivering innovative technology training solutions JP MORGAN, PRIVATE BANK, Implementation Manager/Client Service Trainer, New York, NY 2014 – 2018

Facilitated new hire skill enhancement and initiative specific training activities to over 500 client service professionals

Assessed effectiveness of training material and activities to ensure the expected outcome and improvement have been achieved

Coordinated with key partners across regions (US, EMEA, APAC) maintaining global consistency in best practices and reference guides and training materials on the account activity platforms needed to execute daily tasks for all 1,100 Client Service team members

Procured managers with assistance in planning and facilitating development and coaching for team members

Continuous collaboration between application developers/product owners and front office users to continually deliver the ideal solution to meet clients’ wealth management needs/goals

Oversee analysis of feedback surveys, peer reviews, online courses and performance-based assessments to inform market managers

Balanced multiple client engagements simultaneously and efficiently, maintaining accountability to all stakeholders

Collaborated with the front/middle/back office, client support, product owners and development teams

Generated and distributed progress reports on new hires to executive management which was leveraged for end of year reviews


JP MORGAN, PRIVATE BANK, KYC Compliance Analyst, New York, NY 2014 – 2014 FORTUNE 500 & ADVERTISING COMPANIES, Executive Assistant, New York, NY 2013 – 2014 URBAN FITNESS, Owner/Trainer, Los Angeles, CA 2011 – 2013 EDUCATION

HUNTER COLLEGE, Bachelor of Arts: Major Communications, Minor Film, New York, NY

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