Aditi Pai
Bengaluru,Karnataka
Summary
Accomplished Client Services Senior Analyst at Eton Solutions, LP, adept in client relationship management and process improvements. Leveraged technical understanding and communication skills to enhance operational effectiveness, mentor junior analysts, and exceed client expectations. Proven track record in fostering professional development and implementing strategic enhancements.
Overview
2
2
years of professional experience
3
3
years of post-secondary education
4
4
Languages
Work History
Client Services Senior Analyst
Eton Solutions, LP
Bengaluru
01.2024 - 07.2024
- Mentored junior analysts, fostering professional development while enhancing overall team performance.
- Collaborated with cross-functional teams to identify areas of improvement, leading to increased operational effectiveness.
- Nurtured strong working relationships with clients, ensuring their needs were met while exceeding expectations on deliverables.
- Contributed majorly to client training as and when new clients were on-boarded along with the stabilization protocol.
- Managed to pay nearly 70 capital calls on the first of every quarter.
Client Services Analyst
Eton Solutions, LP
07.2022 - 12.2023
- Participated in daily activities performed for the client that included wire transfers, capital contribution payments and account reconciliations.
- Developed strong relationships with clients, fostering loyalty and active guidance on the use of the product.
- Implemented improvements in daily tasks and deliverables to the client through an organized checklist system.
- Managed multiple client accounts, all while learning the product and ensuring timely delivery of services and accurate billing information.
- Was bestowed the esteemed opportunity to visit the client (Located in North Carolina) in early 2023 to train them on product enhancements and streamlined their activities along with the existing services that we provided.
Accounts Intern
Power Club (Formerly Uable)
09.2022 - 01.2023
- Enhanced overall financial accuracy by diligently maintaining organized records of all transactions and supporting documents.
- Streamlined account reconciliation processes by identifying and correcting discrepancies in financial statements all while learning the ERP software that was in use.
- Assisted in preparing accurate and timely financial reports for management review, contributing to informed decisionmaking.
- Gained a comprehensive understanding of accounting software systems through hands-on experience, increasing proficiency in data entry and report generation tasks.
- Contributed to the successful completion of quarterly audits by providing thorough documentation and responding promptly to auditor inquiries.
Education
BBA - Finance
Centre For Management Studies, Jain University
Bengaluru, India 06.2019 - 06.2022
Skills
Client Relationship Management
Report Preparation
Process Improvements
Performance monitoring
MS Office
Knowledge of business operations
Communication
Client Relationship Management
Hobbies
- Reading fiction
- Discovering genres of music
- Practicing Yoga
Timeline
Client Services Senior Analyst
Eton Solutions, LP
01.2024 - 07.2024
Accounts Intern
Power Club (Formerly Uable)
09.2022 - 01.2023
Client Services Analyst
Eton Solutions, LP
07.2022 - 12.2023
BBA - Finance
Centre For Management Studies, Jain University
06.2019 - 06.2022
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