Katia Meirelles Rodies
Senior Client Service Associate @Morgan Stanley
Signup · Get unlimited contacts
WORK HISTORY
Senior Client Service Associate @Morgan Stanley
Assists a team of TOP Financial Advisors in the Global Wealth Solutions sector, with a focus on Brazilian and Latin American Ultra-High Net Worth clients. Collects and verifies documentation required for the opening and maintenance of complex international accounts. Obtains documentation from clients, tracks documentation gaps and maintains follow up schedules. Works alongside Compliance Department to verify that documentation meets Know Your Customer policies, resulting in the proper approval of the paperwork.Maintains files/records of accounts Attends clients requests such as wire transfers, debit/credit cards, online account access, account information and other inquiries.Superior interpersonal, organizational and client service skills. Provides clients visiting NY with personalized assistance in the resolution of any issue (ombudsman)Provides arrangements for heavily travelled team. Creates expense reports in Concur.Creates Spreadsheets and updates financial reports. Uses MS systems such WebNas and 3DWorks with Word, Excel, and Outlook
EDUCATION
Universidade Federal do Rio Grande do Norte
Some College
ABOUT KATIA MEIRELLES RODIES
Seasoned bilingual Portuguese Executive Assistant with 20+ years experience providing outstanding administrative support to C-level Executives in Financial Services and Media in New York City and Brazil. Superior interpersonal and customer management skills (great acknowledge of Brazilian culture). A motivated self-starter, able to quickly grasp issues and attend to details while maintaining a view of the big picture. Excellent problem solving and organizational strengths, event planning, domestic and international complex travel arrangements and expense reports. Detail-oriented, efficient, creative, resourceful and dependable. Flexible, able to adapt to changing priorities and maintain a positive attitude and strong work ethic. Highly adept managing complex schedules for multiple executives simultaneously in a fast pace environment. Strong ability to direct, lead, negotiate and act as a liaison between multi-disciplinary departments. MS Office applications, Outlook, Lotus Notes. Languages: Portuguese (Native), English (fluent) Spanish and French (conversional)
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.