Krisztina B.

Skills

 Business Management  Account Management  Trade Processing  Project Management  Vendor Management  Client Service  Sales and Marketing  Relationship Building  Business Development  Cash Management  Process Enhancement  Communications  Financial Analysis  Risk Management  Regulatory Compliance  Problem-Solving  Leadership  Training and Development  Technology Proficiency  Client Relationship Management (CRM)  Strategic Planning  Cross-Functional Collaboration  Attention to Detail  Adaptability  Continuous Learning

About

Financial Services Professional: Driving Operational Excellence and Client Satisfaction
Experienced financial services professional with a track record of delivering operational excellence and exceptional client service for leading institutions, including UBS, Morgan Stanley, and PwC. Skilled in business management, account management, trade processing, project management, client service, sales and marketing, relationship building, business development, cash management, process enhancement, and communications. Proven ability to adapt to fluctuating priorities and drive efficiencies while maintaining a strong sense of ownership and accountability. Recognized for improving processes, meticulous follow-up, and successful project management. Currently serving as a Billing Associate at Coastal Bridge Advisors, overseeing billing processes for a significant AUM. Previous roles include Client Service Associate, Assistant Vice President at Morgan Stanley, Sales Engineer at Interactive Brokers, and Branch Service Associate at UBS Financial Services. Pursuing further education with graduate courses at Harvard University.