Summary
Overview
Work History
Education
Skills
Accomplishments
Interests
Timeline
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Lakshita Jain

Lakshita Jain

Senior Operations Associate

Summary

Forward-thinking Operations Associate with 5+ years of expertise in Reconciliation, Client Servicing, Customer Success role for Investment Banking sector businesses. Cultivates rapport with individuals to optimize project goals and output, resolve complex problems and deliver innovative improvement strategies. Dependable and detail-oriented professional adept at quickly identifying and resolving operational issues, implementing new processes and providing exemplary customer service. Possesses excellent organizational, problem-solving, and communication skills.

Overview

8
8
years of professional experience
3
3
Languages

Work History

Senior Operations Associate

Morgan Stanley
Bengaluru
11.2021 - 07.2022
  • Worked as a Client Servicing Associate ensuring to fulfill Client needs and expectations in a timely manner.
  • Built relationships with external stakeholders to establish seamless operations.
  • Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
  • Gathered, organized and input information into digital database.
  • Optimized customer experience by delivering superior services and effectively troubleshooting issues.
  • Devised and implemented processes and procedures to streamline operations.
  • Evaluated customer needs and feedback to drive product and service improvements.
  • Maintained and prioritized to-do-list and followed up to complete tasks on-time.
  • Collaborated with peers and other business areas to leverage best practices.
  • Collaborated with other departments to establish smooth implementation of operational processes and procedures.

Senior Operations Associate

State Street Global Advisors
Bengaluru
09.2014 - 10.2019
  • Worked as a Reconciliation, Client Reporting and Client Servicing Associate under Operations role ensuring to complete Day to Day Operations in a Stipulated time .
  • Communicated with internal personnel to provide status updates on a daily basis for all tasks and operations.
  • Conducted data analysis to identify weaknesses and improve value and cohesiveness of operations.
  • Collaborated with other departments to establish smooth implementation of operational processes and procedures.
  • Executed and maintained quality control processes to meet criteria and standards and increase customer satisfaction.
  • Developed and implemented strategies to maximize productivity and streamline operations.
  • Built relationships with external stakeholders to establish seamless operations.
  • Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
  • Evaluated customer needs and feedback to drive product and service improvements.
  • Conducted regular reviews of operations and identified areas for improvement.
  • Helped meet changing demands by recommending improvements to business systems or procedures.

Education

MBA - Finance And Human Resources

Bharathiar University
Coimbatore
07.2012 - 2014.07

BBA - Commerce, Accounting

Bharathiar University
Erode
08.2009 - 2012.05

Skills

    Reporting Skills

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Accomplishments

  • Reduced 4 hours of production time every Month by completing automation of various set of client projects with accuracy and efficiency.
  • Achieved KYC completion of nearly 2500 clients through effectively helping with Charitable Asset Management Task.
  • Supervised team of 6 staff members.
  • Collaborated with team of 3 in the development of COVIP Regulatory Reporting from Milan, Italy..

Interests

Cooking, Writing, Surfing, Playing Games

Timeline

Senior Operations Associate

Morgan Stanley
11.2021 - 07.2022

Senior Operations Associate

State Street Global Advisors
09.2014 - 10.2019

MBA - Finance And Human Resources

Bharathiar University
07.2012 - 2014.07

BBA - Commerce, Accounting

Bharathiar University
08.2009 - 2012.05

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Lakshita JainSenior Operations Associate