Thakur Ujwala Singh

• To processing the client requests through service works for RMA IRA BSA Trust, Estate Joint Account with applying rules & Regulations
• Working on 1099 Statements
• Respond to client inquires related to cost basis information reported to 1099
• Verifying the received scanned & Fixed document are in good order or not
• To processing the corporate actions like merger's, Exchange, Stocks splits, Split Off, Reverse Stock split other corporate actions to validate cost basis adjustments & to ensure accurate cost basis tracking for transferred securities

• Worked as NRI Account Opening Officer Assisted International Clients for filling of the account opening application form online
• Verified KYC documents for account opening documents like, Passport, Visa, Address Proof, Pan card & photo copy
• Arranged DHL Courier pickup for collection of the documents
• Trained new team members
• Handled high volume of work without missing SLA
• Handled Escalation request on top priority

ACHIVEMENTS

• Received Best Performance Award for excellence for best productivity in the team
• Received appreciations from head of the team
• Received email appreciations from management for excellent process knowledge & consistently processing the highest number of volumes without errors
• Provided training to new team member's & Cross Trained to existed team members
• Proficiency in computers & Other skills.
• Proficiency in MS Office (Excel Word & Power Point)