Chukwudi Ejiofor
- Role
- Private Wealth Management at 高盛
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Chukwudi Ejiofor
I have over 5 years of experience working in financial services along with an MBA degree.…
Experience
Private Wealth Management
Jan 2021 — Present
Maintained accurate records of over high-net-worth client portfolios and transactions, improving data accuracy by 30%. Coordinated OTC derivative approvals for Private Wealth Management & Global Market divisions, executing trades over a 2-year period. Delivered high-quality customer service to over 2500 clients, resulting in positive feedback from wealth advisors and professionals. Streamlined workflow process for account approvers, reducing the average time to approval by 25%. Supported the creation of new accounts for Goldman Sachs partners, resulting in over 300 clients onboarded with a total value of $300M. Facilitated resolution of escalated issues from clients within 24 hours by developing proactive strategies, optimizing email and hotline processes for the Central region, and coordinating different product implementations, resulting in a 10% increase in response time to client inquiries. Under the role of Business Unit Coordinator, successfully developed training material for 120+ employees on the newly-implemented business continuity plan & emergency handoff protocols, resulting in 100% employee compliance. Coordinated weekly meetings for a team of 120+ staff members, assembling agenda items & providing recaps to ensure critical information was communicated. Organized joint meetings between Account Opening, Margin Lending, and Legal departments to define procedures for Security-Based Swaps adherence, ensuring the timely completion of projects by 90%. Chosen to represent the entire Dallas office in the Analyst Advisory Group, collaborating with wealth advisors & managers to enhance career opportunities and culture initiatives. Delivered customized presentations to 100+ prospective applicants on the career opportunities available in the Private Wealth Management department, boosting engagement. 🤝
Skills
- Powerpoint
- Social Media
- Spanish
- Customer Service
- Public Speaking
- Nonprofit Organizations
- Microsoft Office
- Microsoft Word
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