Client Service Associate@ Morgan Stanley
New York, New York, United States
Iris Montalvo
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John Jay College (CUNY)
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FlashIntel GPTIris Montalvo is a Client Service Associate with 9 years of experience. She has worked at Morgan Stanley in the United States and JPMorgan Chase & Co. in the United States. At Morgan Stanley, she worked in the Customer Service department, focusing on Investment Banking Services, Securities Trading, Wealth Management, and Private Banking. At JPMorgan Chase & Co., she worked in the Other department, focusing on Financial Services. Iris Montalvo is based in Bandar, Sumatera Utara, Indonesia.
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Emails and Phone Numbers
Work Experience
Client Service Associate
Financial Services
Iris Montalvo's Professional Milestones
- Client Service Associate (2014-10-01~): Providing exceptional support to clientele, exceeding expectations and fostering client satisfaction.
- Client Service Associate (2019-11-01~): Provided exceptional customer services, exceeding customer expectations and fostering loyalty.
Education
Criminal Justice
Certification
Colleagues
Mohammed El Salti, CBAP, ITIL, LSSGB
Consultant | Cybersecurity & Technology Enthusiast | Certified Business Analyst | Product Owner | Agile Facilitator | Relationship Builder
Joshua Rounds
Credit Risk Data Control at Morgan Stanley - Vice President / Product Owner
William Cheng
product manager at morgan stanley|product management|product owner
Roystone Patrick Dias
AVP | Product Owner | Sub Fleet Lead | Principal Consultant
Poonam Dighe
Account Client Product System Product Owner, working with Pride Technologies as Consultant and deputed at Morgan Stanley
Other Named Iris Montalvo
Frequently asked questions
We found 3 Iris Montalvo's email addresses
We found 2 Iris Montalvo's phone numbers
Iris Montalvo's social media include: Linkedin,
Iris Montalvo works for Morgan Stanley
Iris Montalvo's role in Morgan Stanley is Client Service Associate
Iris Montalvo works in the industry of Financial Services
Iris Montalvo's colleagues are Mohammed El Salti, CBAP, ITIL, LSSGB,Joshua Rounds,William Cheng
Iris Montalvo's latest job experience is Client Service Associate at Morgan Stanley
Iris Montalvo's latest education in John Jay College (CUNY)
