Steven Pham
Everett,MA
Overview
2
2
years of professional experience
Work History
Intermediate Representative, Regulatory Analysis
BNY Mellon
03.2024 - Current
- Data synthesis and reporting: Assist in compiling and synthesizing BNY Mellon and market data, supporting report development.
- Data management support: Aid in day-to-day data management activities under direct guidance.
- Data integrity maintenance: Assist in monitoring data feeds and conducting data scrubbing to ensure accuracy and reliability.
- Compliance and documentation: Participate in identifying and documenting violations or exceptions, adhering to tolerance thresholds.
- Client support: Compile and synthesize various data sources for internal and external clients, including basic calculations and report drafting, and researching client inquiries.
Operations Specialist II
BNY Mellon
06.2023 - 02.2024
- Report to BNY Mellon’s VP of Asset Managing Services, involved with various tasks to support a major system migration initiative that includes balancing and validation of over 80 client conversions
- Engage with performing complex blue sky processing functions including regulatory, mutual fund administration, state filing and sales processing
- Identified operational and performance issues and worked with managers to resolve concerns.
- Maintaining detailed and accurate ticket information, staying in close communication with clients on all open work, setting and maintaining appropriate expectations throughout interactions, and delivering superior client satisfaction
Client Care
Mercedes-Benz Of Boston
01.2022 - 06.2023
- Conduct thorough vehicle inspections upon receipt and return
- Work closely with other team members to ensure all customer information was properly recorded and updated in the database
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Displayed strong telephone etiquette, effectively handling difficult calls.
Education
Bachelor of Science - Management Information Systems
University of Massachusetts - Boston
Boston, MA12.2022
Bachelor of Science - Finance
University of Massachusetts - Boston
Boston, MA12.2022
Skills
- Critical Thinking: Analyze data effectively to construct relevant solutions
- Service Request Management: Experienced in life cycle management, ensuring clear client communication
- Leadership: Lead by example with initiative, strong work ethic, and organization
- Interpersonal Skills: Collaborative team player with experience in diverse client communication
- Language Proficiency: Fluent in Vietnamese with translation experience; Technical Skills: Proficient in Windows, Mac, Microsoft Office, MySQL, Oracle NetSuite, Tableau, and Systems Migration
Timeline
Intermediate Representative, Regulatory Analysis
BNY Mellon
03.2024 - Current
Operations Specialist II
BNY Mellon
06.2023 - 02.2024
Client Care
Mercedes-Benz Of Boston
01.2022 - 06.2023
Bachelor of Science - Management Information Systems
University of Massachusetts - Boston
Bachelor of Science - Finance
University of Massachusetts - Boston
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