With over 10 years of experience across private banking, multi-family office operations, financial services, quality analysis, and executive support, I bring a strong track record of accuracy, operational efficiency, and high-level client service.
Currently, I serve as a Client Service Associate supporting Ultra-High-Net-Worth (UHNW) families within a multi-family office environment. I manage investment, banking, and trust account servicing, prepare customized portfolio and performance reports, reconcile consolidated data against Masttro, and track private investments including capital calls and distributions. I also oversee cash management and wire transfers, ensure KYC/AML compliance, coordinate with custodians and advisors, and develop SOPs that strengthen internal controls and improve workflow efficiency.
Previously, at HSBC and other global organizations, I supported treasury operations, processed FX and money market transactions, handled complex dispute and chargeback cases, ensured EMIR regulatory reporting compliance, and conducted quality audits. Across these roles, I consistently managed high-volume, detail-sensitive work while maintaining strict accuracy and risk control standards.
What differentiates me is my ability to operate at the intersection of client service and operations. I am comfortable supporting executive-level stakeholders, handling confidential financial data, resolving escalations, and identifying process improvements that enhance efficiency and reduce risk. I adapt quickly, require minimal supervision, and bring a solutions-oriented mindset to every role.
I am eager to contribute this same level of discipline, reliability, and value creation to your organization. I welcome the opportunity to discuss how my background aligns with your team’s needs. I am available for an interview at your earliest convenience and can be reached at -----------or -----------
Thank you for considering my application. I look forward to the possibility of contributing to your company’s continued success.
Sincerely,
Reina R. Salvo
