Allison Jones

Experience

• 

  Merrill Lynch

  Jun 1996 - Jun 2006

  Managed notifications team of 8 analysts. Analyzed and produced notifications for complex corporate action events.Primary connection between team, management, product development and external clients for key project.

  • Assistant Vice President

    Apr 2005 - Jun 2006

  • Senior Plans Analyst

    Jun 1996 - Mar 2005
• 

  New York City Church of Christ, Inc.

  Jun 2006 - Oct 2007

  Office Administrator

  Created detailed job manual for this position. Interviewed applicants; hired, trained and supervised staff. Primary liaison between corporate office, staff and members; manage membership database. Collected documentation and assisted in preparation for financial audit.

• 

  Merrill Lynch

  Oct 2007 - Apr 2014

  Senior Client Services Rep

  Primary contact for 20 international broker accounts representing over $1.4 billion in assets under management. Facilitate settlement of over 40 high value foreign trades daily. Develop and maintain superior relationships with clearing firm contacts, answer client dedicated phones.