Charles N Ehondor

Client service and financial services professional with experience directing daily service delivery, managing complex account workflows, and ensuring accurate reporting across brokerage, banking, and wealth management. Provides steady guidance in fast paced environments by coordinating with internal teams, resolving issues with care, and maintaining clear and organized documentation. Focused on consistent client engagement, reliable operational execution, and the disciplined management of service standards.

Brings working knowledge of investment products and a dependable approach to improving processes, reducing client downtime, and supporting overall account performance.

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

(2024-04 - 2025-09)

• Restored trade accuracy by validating data, identifying root causes, and coordinating with internal teams to resolve breaks across equities, ETFs, and multi leg options.
• Advanced opportunity development by recognizing client needs during conversations and connecting qualified prospects with advisory teams for deeper engagement and planning support.
• Elevated settlement quality by reviewing order behavior, checking data integrity, and monitoring margin activity to ensure precise handling of cash and position movements
• Increased client platform confidence by guiding clients on the trading and investment platform across asset classes and helping them navigate tools, order types, and product features.

Client Experience Associate - PNC Bank - Western Springs, IL

(2023-04 - 2024-01)

• Enhanced account accuracy by correcting documentation gaps, verifying transfer details, and coordinating with Operations to resolve complex servicing issues.
• Accelerated processing timelines by identifying workflow bottlenecks and recommending adjustments that increased consistency and control.
• Clarified next steps by preparing concise summaries on account activity, risks, and outstanding items that guided advisors and internal teams.

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

(2017-08 - 2023-02)

• Improved daily service delivery by setting team priorities, overseeing frontline execution, and ensuring accurate and timely handling of account updates and issue resolution.
• Reinforced workflow reliability by identifying recurring operational issues and coordinating with internal teams to implement effective fixes that reduced errors and delays.
• Developed team capability by mentoring staff, providing structured coaching, and reinforcing consistent service standards that improved individual performance and overall team discipline.

Master of Business Administration - MBA - University of Benin (2017)