Jayesh Dalvi
Senior Associate Transaction Services at Mphasis
- Role
- Senior Associate Transaction Services at Mphasis
- Location
- Pune, IN
- LinkedIn followers
- 500 followers
About Jayesh Dalvi
Results oriented client services professional with extensive experience in client…
Experience
Senior Associate Transaction Services
Jan 2009 — Present
Working on multiple Account’s in voluntary and Mandatory Such as Basic account, 401K, Individual retirement plan, Maintenance account-W-9, Address & name change, 407 & reverse407 letter, and update account, option & Margin adding, POA, Escheatment, Privacy Job.• Opening new Brokerage as well as IRA, Confidential, 401K, Corporation, Bank accounts.• Adding Option feature, POA, Beneficiary, Margins on account as per client request.• Transferring shares or Position & fund from one Brokerage account to other accounts.• Transferring funds Method- Journal, Checks.• SME, Support for Client Contact• Updating Master Update File.
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