- Hiking
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- Kickboxing
- Cooking
- Basketball
Ryan Boozer
San Francisco,CA
Summary
Dynamic Client Service Analyst with proven expertise at J.P. Morgan, excelling in regulatory adherence and relationship building. Skilled in process improvement and coaching, I drive operational efficiency while enhancing client experiences. Recognized for managing cross-functional projects and fostering a collaborative team environment, ensuring alignment with business objectives and compliance standards.
Overview
4
4
years of professional experience
Work History
Client Service Analyst
J.P. Morgan
06.2023 - Current
- Monitored daily performance against established metrics.
- Escalated requests for service, acting as point of escalation for external and internal parties.
- Collaborated cross-functionally with Legal, Compliance, and Risk teams to develop, review, and implement updated banking policies and procedures, ensuring alignment with regulatory requirements and internal standards while supporting operational efficiency.
- Provide ongoing coaching and constructive feedback to peers, fostering professional development, improving team performance, and promoting a collaborative, high-performing work environment.
- Serve as lead on special projects, managing cross-functional initiatives from planning to execution, driving process improvements, enhancing client experience, and ensuring alignment with business objectives.
Preferred Banking Client Services Banker
First Republic Bank
06.2022 - 06.2023
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Assist high-net-worth clients with complex money movement needs, including domestic and international wire transfers, ensuring accuracy, timeliness, and adherence to regulatory and internal compliance standards.
- Ensure strict adherence to regulatory requirements, including Know Your Customer (KYC), Bank Secrecy Act (BSA), and Anti-Money Laundering (AML) policies, by performing thorough due diligence and maintaining accurate client documentation.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Support Services
Star One Credit Union
03.2021 - 06.2022
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Educated clients on relevant policies and options and answered questions to remedy issues.
Education
Business Administration
De Anza College
Cupertino, CASkills
- Time management expertise
- Strong analytical skills
- Financial acumen
- Regulatory & Procedural Adherence
- Relationship building
- Coaching & Team Development
- Process Improvement
Interests
Timeline
Client Service Analyst
J.P. Morgan
06.2023 - Current
Preferred Banking Client Services Banker
First Republic Bank
06.2022 - 06.2023
Support Services
Star One Credit Union
03.2021 - 06.2022
Business Administration
De Anza College
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