Alexander Taylor
Wealth Management Client Servicing
Talent
The Colony, DentonMember since December 23, 2024
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About
Motivated Analyst looking to advance my career within the finance industry by having more responsibility on client relationships as well as putting my statistical and communication skills towards my career. If chosen for this position, the team will be getting an employee who is driven to excel within this role but also striving towards my short and long-term career goals
Experience
Senior Client Service Manager
- Responsible for ensuring client portfolios are valid in terms of shares, NAV, MV and overall accuracy
- Liable for providing an accurate sign off for reporting on each client’s specified business day deadline
- Provide clear and efficient communication with client servicing to guarantee accurate reporting
- Collaborate with multiple internal teams regarding statement expectancy, trades and NAV updates
- Maintained to successfully manage a heavy workload among 900+ assets spanning across 70+ clients
- Received many complimentary multi-rater reviews from client servicing partners for communication skills
- Overcame adversity by meeting work goals all while working from home during the COVID-19 pandemic
Education
Bachelor Degree in Business from the WP Carey Business School at Arizona State University

