Client Associate@ Merrill Lynch
Miami, Florida, United States
Tatiana Mathias
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Florida International University
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Tell me more about Tatiana Mathias?
FlashIntel GPTTatiana Mathias is a reliable and responsible professional with 8.5 years of experience in providing customer service to high net worth private banking clients. She is fluent in Portuguese and English and has expertise in customer service, Microsoft Word, teamwork, and time management. Tatiana has worked at Merrill Lynch as a Client Associate and at HSBC as a Private Wealth Client Consultant. She also has experience as a Client Associate at Merrill Lynch and as a Private Wealth Management intern at HSBC. Tatiana is based in the United States.
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About
Reliable and responsible, professional with experience in providing customer service to high net worth private banking clients. Fluent in verbal and written Portuguese and English.
Work Experience
Client Associate
Financial Services
Tatiana Mathias's Professional Milestones
- Private Wealth Client Consultant (2015-04-01~2015-08-01): Provided expert advice and recommendations for clients, optimizing their portfolios, and creating an immersive experience in private wealth.
- Client Associate (2018-12-01~): Maintained high client satisfaction by delivering exceptional service and resolving issues promptly.
Education
Economics,
Bachelors
2012-2016Skill
Customer Service
Microsoft Word
Teamwork
Microsoft Office
Microsoft Excel
Brazilian Portuguese
Time Management
Economics
Leadership
Critical Thinking
Investments
Wealth Management
Management
Communication
Research
Social Media
Financial Analysis
Certification
Colleagues
John "Jack" C. Davis
Owner
Patrick Jarin
Business Owner | Financial Advisor
Hadas Cohen
owner & designer at hadas creations
Robert Alton
blackberry support at merrill lynch and owner hopewell basketball
Shiny Jacob
Digital Product Owner
Other Named Tatiana Mathias
Frequently asked questions
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We found 1 Tatiana Mathias's phone numbers
Tatiana Mathias's social media include: Linkedin,
Tatiana Mathias works for Merrill Lynch
Tatiana Mathias's role in Merrill Lynch is Client Associate
Tatiana Mathias works in the industry of Financial Services
Tatiana Mathias's colleagues are John "Jack" C. Davis,Patrick Jarin,Hadas Cohen
Tatiana Mathias's latest job experience is Client Associate at Merrill Lynch
Tatiana Mathias's latest education in Florida International University
