Andrea A

Experienced professional with expertise in Client Onboarding and Client Reporting, adept at ensuring seamless account setup, verifying customer identities, and maintaining compliance with regulatory standards. Skilled in generating comprehensive reports to communicate key metrics and insights effectively. Committed to delivering exceptional customer service while ensuring accuracy, efficiency, and process optimization. A detail-oriented individual with strong stakeholder collaboration skills and a keen ability to enhance reporting and documentation processes.

• English
• Kannada
• Hindi
• Tamil

• Automated Transaction Classification for Client Statements.
  Led a project to enhance transaction classification in the client reporting process for Private Wealth Management, initially implemented a BOT to categorize transactions and activities dynamically for over 1,000 plus transactions, reducing manual intervention.
  Currently, I am collaborating with the technology team to develop a backend solution that ensures automatic classification of transactions, preventing statement generation delays
  Once implemented, this system will streamline transaction processing and eliminate the need for manual corrections, improving efficiency and accuracy
  
• Data Discrepancy Remediation.
  Worked on multiple remediation projects to identify and resolve discrepancies between system data and client statements.
  Conducted thorough data validation and reconciliation to ensure accuracy in financial reporting
  Collaborated with cross-functional teams to implement process improvements, reducing errors and enhancing data integrity.