Justin Schubert
Client Financial Services at Bloomberg L.P.
- Role
- Client Financial Services Representative at Bloomberg
- Location
- Yonkers, NY, US
- LinkedIn followers
- 500 followers
About Justin Schubert
I have recently graduated from the University at Buffalo with a degree in Bachelor of…
Experience
Client Financial Services Representative
Feb 2024 — Present · New York, NY, US
Develop key relationships between clients to deliver financial insights to users and businesses.• Maintain cross functional relationships between sales and various accounting teams to streamline client experience.• Guide clients towards understanding their Bloomberg financial accounts and how each account played an integral part oftheir business.• Leverage SAP and Excel to create easy to read financial standing of accounts for clients.• Reconciled over $1 million in funds by working with clients and navigating Bloomberg general Ledger.• Prepared weekly aging reports for clients to reconcile services and deliver insights on their Bloomberg account.
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