Charles Ehondor

Financial services client operations professional with over seven years of experience establishing strong relationships and managing daily client engagement across brokerage, banking, and wealth management. Adept at overseeing accurate reporting support, driving operational performance within strict delivery standards, and analyzing delivery metrics to strengthen client retention. Skilled at managing inquiries from daily users to senior decision makers by translating complex investment accounting, structured products, and derivatives data into actionable solutions.

Combines an investment operations background with a proactive relationship management style to reduce client downtime, mentor analysts, and expand networks for institutional clients.

Client Operations and Trade Support Analyst - ETRADE from Morgan Stanley - Chicago, IL

(2024-04 - 2025-09)

• Optimized daily client engagement and operational performance by managing complex platform, order, margin, and position inquiries across equities, ETFs, and options.
• Restored trade and account accuracy through rigorous validation of transaction data, identifying root causes of breaks, and coordinating with internal teams to align cash, positions, and settlement activity.
• Maximized client usage and reduced downtime by delivering targeted training on platform tools, order execution types, and complex investment product features during volatile market periods.
• Expanded opportunities for enhanced support by evaluating client business needs during service interactions and connecting qualified prospects with advisory teams for deeper planning.

Client Experience Associate - PNC Bank - Western Springs, IL

(2023-04 - 2024-01)

• Resolved critical client inquiries and account servicing issues through meticulous documentation review, transfer verification, and collaboration with Operations.
• Accelerated workflow consistency by isolating processing bottlenecks, recommending control focused procedures, and removing transaction delays.
• Protected service delivery quality by communicating proactively with clients and internal partners regarding sensitive account updates and time sensitive documentation requirements.

Client Operations Team Lead - FirstBank Nigeria Ltd - Lagos, Nigeria

(2017-08 - 2023-02)

• Spearheaded daily client operations and frontline execution by setting service priorities and ensuring accurate handling of account updates, client requests, and issue resolutions.
• Decreased error rates and processing delays by identifying recurring service friction points, coordinating technical fixes with support groups, and reinforcing operational controls.
• Empowered analysts and increased service consistency by providing direct guidance, mentorship, and training focused on documentation standards and escalation handling.

Master of Business Administration - MBA - University of Benin