RYAN LANE
Hanover
Summary
Driven Client Equity Operations Associate and Team Lead at Morgan Stanley, adept at enhancing client relationships and driving operational excellence. Proven expertise in risk mitigation and process improvement, leveraging strong problem-solving skills to deliver exceptional service. Committed to achieving goals and fostering interpersonal connections to elevate client satisfaction.
Overview
8
8
years of professional experience
Work History
Client Equity Operations Associate|Team Lead
Morgan Stanley
Baltimore
12.2020 - Current
- Acted as the primary contact for Morgan Stanley's top revenue-generating clients regarding operational issues across products and functions
- Managed relationships with clients and provided superior service to the client base
- Develop and enhance client relationships, at multiple levels, by providing exceptional levels of client service
- Managed client relationships, delivering exceptional service and support to enhance overall client satisfaction
- Proactively explore solutions to close control gaps and ensure adherence to existing control framework
- Maintained awareness of controls, escalations, and risk mitigation.
- This entails the resolution of all trade breaks, the monitoring of all cash activity in the account and ensuring that the account is fully margined
- Front-to-back trade lifecycle from the allocation being sent down by the traders to settling the trade
- Navigated Morgan Stanley organization across divisions to ensure timely and accurate resolution of complex, business-critical issues
- Strong product skills within Clearing Operations but product literate across other businesses
- Can contribute independently to automation or enhancement initiatives
- Collaborated with multiple infrastructure groups to drive solutions for clients
- Collaborated with infrastructure groups to develop and implement effective solutions for client operational challenges
Process Guide Manager
Amazon
Baltimore
06.2020 - 11.2020
- Monitored labor metrics and provided real-time performance feedback to 60+ associates, enhancing overall team effectiveness.
- Demonstrated the ability to manage over 60+ associates and exceed goals of safety, quality, and productivity.
- Strong focus on improving the process and reducing barriers to associate productivity.
- Coordinated daily staffing for department floor to ensure optimal coverage and operational efficiency.
- Coached and trained new associates to improve performance and integrate into team dynamics.
- Assisted the Area Managers and Process Assistant with day-to-day management.
- Tracked and recorded accurate work hours for all associates.
Financial Representative
MassMutual
Hunt Valley
10.2018 - 06.2020
- Collected client information to tailor investment options that align with individual financial situations, improving client satisfaction.
- Scheduled client meetings to assess financial needs and goals, enhancing client engagement.
- Develop and sustain long-term relationships with clients to encourage repeat business and client referrals.
- Suggest viable solutions to improve clients' financial statuses.
- Monitor market conditions to determine how various changes may impact taxes and client investments.
- Guided clients through mortgage and loan application processes to ensure understanding.
- Conducted cold calls to introduce potential clients to financial products and services, expanding client base.
- Develop in-depth knowledge of our financial products to advise clients accordingly.
Education
Bachelor of Science - Cybersecurity and Information Assurance
Western Governors University
01-2021
Bachelor of Science - Business Administration, Finance
Kutztown University of Pennsylvania
01-2018
Skills
- Client management
- Stakeholder Management
- Risk management
- Operations Leadership
- Process Improvement
- Data analysis
- Automation Solutions
- Microsoft Office
- Tech adaptability
- Problem-Solving
- Attention to Detail
- Goal-Oriented
- Client Satisfaction
- Relationship Building
Timeline
Client Equity Operations Associate|Team Lead
Morgan Stanley
12.2020 - Current
Process Guide Manager
Amazon
06.2020 - 11.2020
Financial Representative
MassMutual
10.2018 - 06.2020
Bachelor of Science - Cybersecurity and Information Assurance
Western Governors University
Bachelor of Science - Business Administration, Finance
Kutztown University of Pennsylvania