Fatma I.

Project Coordinator

Role
Cash Management Specialist at Morgan Stanley
Location
Columbus, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Fatma I.

Experienced client-driven Project Coordinator with a demonstrated history of leadership…

Experience

  1. Cash Management Specialist

    Morgan Stanley

    Sep 2024 — Present · Columbus, OH, US

    Delivered exceptional client support by guiding FinancialAdvisors and clients on cash management solutions, ensuringseamless onboarding, and maintaining strong clientrelationships. Managed cash flow operations exceeding $10M, including moneymovement, settlements, and investment transactions, whileensuring accuracy and compliance with regulatory requirements. Developed and implemented tailored cash managementstrategies, resulting in a 15% improvement in client satisfactionscores. Collaborated with cross-functional teams to resolve clientinquiries and mitigate risks, ensuring adherence to firm policiesand maintaining data integrity. Streamlined cash management processes, reducing transactionprocessing time by 20%.

Education

  • The University of Toledo

    Bachelor of Arts (B.A.), Philosophy

    2013 — 2017

  • The Washington Center for Internships and Academic Seminars

    Business Administration, Management and Operations

    2017 — 2017

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Fatma I. — Cash Management Specialist at Morgan Stanley in Columbus, OH, US | Unifers