Emaad Tareen

Operations Generalist @Bank of America Merrill Lynch

Chandler, AZ, US

Assisted clients in moving funds from their retirement and money market accounts through secure methods and verbal client authorization.•Worked on the phone with contra representatives and clients to assist with a variety of money movement requests such as internal transfers between Merrill and Bank of America, checks to their home address, wires to outside firms, stop pays and reissues, contributions into their retirement accounts, direct rollovers to contra 401k accounts, removal of excess, etc.•Examined and confirmed each account carefully with precision to ensure the account was in proper form (norestrictions/alerts/NSF/OPOA, etc) to be able to work on the request with accuracy and compliance.•Attended to 529 college savings accounts to assist clients in transferring their funds via checks sent to schools, liquidating client portfolios and rolling over funds to external 529 accounts.•Handled calls with attention toward my metrics such as ensuring proper adherence, phone efficiency and phone productivity.•Took care of clients with kindness and reassurance with proper timely expectations so that the client can be aware of when to receive their funds and to understand the request was taken care of.•Consistently ranked high in metrics with no defects and 100% QA scores.

UC Santa Barbara

Communication and Media Studies

Foothill College

Associate's degree, Psychology

Yonsei University

Media Psychology and Contemporary Korean Pop Culture