Financial Services Client Service

Krisztina Banfalvi

Danbury, CT ***********@*****.*** 914-***-****

Financial Services Professional: Driving Operational Excellence and Client Satisfaction

Experienced financial services professional with a track record of delivering operational excellence and exceptional client service for leading institutions. Self-starter with proven ability to adapt to fluctuating priorities and drive efficiencies while maintaining a strong sense of ownership and accountability. Recognized for improving processes, meticulous follow-up, and successful project management.

EMPLOYMENT HISTORY

COASTAL BRIDGE ADVISORS – Westport, CT Nov 2019 – Nov 2024

Billing Associate Jun 2021 – Nov 2024

Client Service Associate Nov 2019 – Jun 2021

Promoted to a newly established specialized role overseeing revenue generation and billing accuracy for a

bi-coastal firm with $3B AUM.

Defined the new role’s parameters and expanded scope of responsibility as additional needs were identified.

Contributed to the Salesforce buildout of a revenue tracking system and scalable process; maintained and verified immaculate data for reporting and dashboards.

Audited quarterly billing files to ensure accuracy, compliance, and sufficient cash prior to submission for payment.

Implemented proactive weekly new account audits to monitor time-to-value and mitigate any potential risk.

Acted as the first point of contact for clients and CPAs and executed all asset movement requests.

Delivered seamless onboarding of new clients, ensuring their experience was flawless.

MORGAN STANLEY – Purchase, NY Feb 2017 – Sep 2018

Assistant Vice President, Associate Business Manager Private Banking Group > National Sales Team

Delivered superior operational support for the National Sales Team, which generated $11B/12% revenue growth in loans and $25B/12% in deposits.

Provided the COO with strategic agendas, budget analysis, and comprehensive project plans to facilitate decision-making and support organizational initiatives.

Managed onboarding and offboarding for the employees of the entire National Sales Team.

Maintained updated organizational charts, distribution lists, expense policies, and operational handbook.

INTERACTIVE BROKERS – Greenwich, CT Jan 2015 – Oct 2016

Sales Engineer Marketing Team > Sales Group

Collaborated with cross-functional teams to drive global marketing initiatives, resulting in: $85M/29% rise in client accounts, $22B/36% growth in client equity, $900MM/5% in margin loan balances, and $12B/$32% in credit balances.

Fostered relationships with diverse client segments (traders, financial advisors, family offices, administrators, money managers, compliance officers, hedge and mutual funds).

Demonstrated proficiency in presenting and advocating for the firm’s product portfolio and service model.

Coordinated with external vendors and internal programmers on electronic data feeds.

UBS FINANCIAL SERVICES – Stamford, CT Sep 2008 – Sep 2014

Branch Service Associate Private Wealth Management > Operations Team

Collaborated with financial advisors and management of the UHNW branch of $6B+ assets in AUM.

Executed all cash management and trade requests; managed trade-related errors.

Oversaw all incoming and outgoing correspondence, managed on/off-site records, and maintained office supplies.

Promoted to back-up Branch Technology Liaison (user access and entitlements, technology issues, system upgrades and enhancements).

Acknowledged for operational excellence, leading to successful annual audits for six consecutive years.

PRICEWATERHOUSECOOPERS – Stamford, CT Jan – May 2006

Tax Intern International Assignment Solutions

Collaborated with management to prepare tax returns for high-profile clients.

Compiled financial documents such as W-2s, bank statements, and financial reports for tax filings.

EDUCATION

Harvard University Cambridge, MA Graduate Project Management Certificate GPA: 4.0 Sep 2023 – May 2025

Iona University New Rochelle, NY BBA, International Business Cum Laude

SKILLS & PROFICIENCIES

Business Management Audit Microsoft Office

Project Management Leadership Salesforce

Account Management Client Service Envestnet

Vendor Management Trade Processing Tamarac

Sales and Marketing Financial Analysis SharePoint

Business Development Cash Management Kanban Board

Process Enhancement Strategic Planning Smartsheet

Training and Development Regulatory Compliance Pershing NetX

Client Relationship Management Remote Work Environments Fidelity Wealthscape

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