Meghan Miano
Financial Services Account Associate Specialist | Capital Markets | Professional Teaching Certificate | Licensed Private Investigator
- Role
- Financial Services Account Associate Specialist at FIS
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About Meghan Miano
With over 10 years of work experience, I am a skilled and versatile professional with a…
Experience
Financial Services Account Associate Specialist
Oct 2022 — Present
Provides expert support to US Offshore Americas Division, Latin America, and Southeast Asia delivering excellence in customer experience for Franklin Templeton Offshore Funds. Partners with National Securities Clearing Corporation assisting in multi-million-dollar transaction processing. Engages customers by responding to inbound inquiries, delivering solutions to maximize customer satisfaction. Identifies fraudulent/suspicious activities and initiates responses safeguarding assets. Recognizes improvement opportunities optimizing business practices. Develops relationships and mentors team members to enhance team productivity.• Hand-picked to resolve system backlog; coordinated with peers across 7 countries to develop and execute strategy clearing over 4.1K items restoring client service progress.• Selected by executive leaders as Subject Matter Expert (SME) on corporate policies and procedures; trained team members, guaranteeing compliance with enterprise standards.• SME on two Lift and Shift projects, including one requiring a complete software rebuild.• Collaborated with cross-functional team and created project reports documenting milestone attainments.• Managed corporate accounts meeting Know Your Customer initiative; cultivated onboarding process streamlining integration of new accounts.
Education
University of South Florida
Bachelor of Arts (B.A.), History
2007 — 2011
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