Javier Martinez
Vice President Client Service Officer at BNY
- Role
- Vice President at BNY
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Javier Martinez
A position utilizing acquired knowledge and experienced while offering an opportunity for professional growth and advancement. Assertive self-starter with a diverse background in financial services.
Experience
Vice President
May 2007 — Present · JE
Provide client management services to high tier clients. Research and resolve complex issues. Reconcile trading discrepancies. Facilitate opening of new clients accounts, cashiering, regulatory, corporate action and trading. Collaborate with the training department to implement new training opportunities
Skills
- Financial Services
- Options
- Investment Advisory
- Relationship Management
- Credit
- Series 6
- Wealth Management
- Series 63
- Retirement Planning
- Finra
- Retirement
- Bonds
- Financial Analysis
- Series 7
- Hedge Funds
- Asset Management
- Bloomberg
- Trading
- Investment Banking
- Asset Managment
- Equities
- Asset Allocation
- Banking
- Mutual Funds
- Fixed Income
- Portfolio Management
- Loans
- Corporate Actions
- Finance
- Customer Service
- Alternative Investments
- 401k
- Investments
- Securities
- Financial Markets
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