Christine Kim
Experienced Client Success Manager
- Role
- Client Executive at Morgan Stanley
- Location
- Fremont, CA, US
- LinkedIn followers
- 500 followers
About Christine Kim
Tech Enthusiast | Adventurer | Leader | Data Nerd | Relationship Manager|| Visual Learner | Adaptable | Empathetic | Problem Solver | VisionaryI am passionate about technology, and its ability to solve problems. One of my biggest strengths is the development and communication of big ideas that drive at the heart of consumer pain points. The communication of these ideas requires delicately crafted, and data driven narratives that consider all stakeholders. My understanding of the intricacies of relationship management as well as my entrepreneurial, and educational background provide a strong foundation to articulate these ideas, gain buy-in, and drive initiatives forward.I\'m extremely hard working, intrinsically motivated, and enthusiastic, but operate with a deep sense of humility and gratitude. I carry this humility into every meeting and interaction by being truly present. I am observant and intrigued by the unique traits and contributions of team members, as well as, untapped talent, that can be extracted through encouragement with product teams. Let\'s connect. • Email: c••••••••@gmail.com
Experience
Client Executive
Jun 2019 — Present · San Francisco, CA, US
Goal-oriented client service representative who sources solutions for our corporate clients. Partners closely with our financial advisors as well as team members across the firm to ensure best in class service. Oversees and manages the daily trading process while adhering to key deadlines. Creates content and presentation materials based on the performance and compliance regulations for our advisors. Ensures the proper onboarding of new clients by hand holding the documentation process. Leads web demonstrations for our proprietary platform.
Education
University of California, Davis
BS, Managerial Economics, Minor: Computer Information Systems
1997 — 2002
Skills
- Hedge Funds
- Prime Brokerage
- Equities
- Securities
- Alternative Investments
- Derivatives
- Capital Markets
- Series 7
- Portfolio Management
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