Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Pitchaya Kongsason

Bangkok,10

Summary

Dynamic and client-focused professional with experience in financial services, administrative operations, and client relationship management. Proven ability to support institutional clients, coordinate cross-functional teams, and streamline office operations across international banks and tech companies. Adaptable, detail-oriented, and committed to delivering efficient, high-quality results in fast-paced environments.

Overview

5
5
years of professional experience

Work History

Client Service Analyst (Assistant Manager) — Investor Services Operations

Citibank N.A.
Bangkok
07.2023 - Current
  • Act as the primary point of contact for institutional clients, delivering prompt support and ensuring timely resolution of inquiries and issues via calls and emails
  • Work closely with sales and trading desks to support clients in the execution of foreign exchange transactions
  • Diligently monitor client account balances and support position management to prevent regulatory violations, while ensuring timely trade settlements with adequate funding in line with credit control and risk management policies
  • Support clients with account setup and ongoing maintenance, including account openings and closures, managing standing instructions, registrations, and addressing various ad-hoc requests
  • Build and maintain strong, long-term client relationships by understanding their needs and providing proactive solutions, insights, and recommendations to enhance their overall experience
  • Ensure compliance with industry regulations and standards relating to client services

Administrative Officer

JPMorgan Chase Bank N.A.
Bangkok
08.2022 - 06.2023
  • Compiled regulatory reports, presentations, and other required documents as requested
  • Maintained accurate, up-to-date records and documentation, ensuring they were consistently organized and easily accessible
  • Managed client documents for the KYC process, including collecting, organizing, verifying, editing, translating, and maintaining accurate records
  • Delivered general administrative support for daily operations and carried out a variety of assigned tasks as needed

Office Administrator

Zipmex Technology Company Limited
Bangkok
02.2022 - 08.2022
  • Oversaw daily office operations at multiple locations
  • Managed office expenses and budget planning for supplies, equipment, leases, service contracts, and other operational needs to optimize cost efficiency
  • Maintained compliance with health and safety policies by overseeing scheduled repairs, maintenance, and office upgrades as needed
  • Streamlined administrative processes such as supply ordering, asset tracking, and facility requests to reduce turnaround time and improve employee satisfaction

Sales Coordinator

Brink’s Security (Thailand) Limited
12.2020 - 10.2021
  • Provided administrative support to the Sales Manager including maintaining the Salesforce database, preparing sales quotations, proposals, presentations, contracts, and analysis reports to track sales performance and research market trends
  • Acted as the primary point of contact between customers and internal departments, ensuring prompt responses to inquiries and effective issue resolution
  • Developed and nurtured strong customer relationships through regular calls and visits, while actively following up on leads and maintaining frequent communication with prospects to drive business growth

Education

Bachelor of Arts - English Language And Literature

Silpakorn University
04.2020

Skills

  • Effective communication
  • Attention to detail
  • Complaint resolution
  • Client relationship management
  • Problem solving
  • Interpersonal communication
  • Analytical thinking
  • Customer service excellence

Languages

  • Thai (Native)
  • English (Professional proficiency)

Timeline

Client Service Analyst (Assistant Manager) — Investor Services Operations

Citibank N.A.
07.2023 - Current

Administrative Officer

JPMorgan Chase Bank N.A.
08.2022 - 06.2023

Office Administrator

Zipmex Technology Company Limited
02.2022 - 08.2022

Sales Coordinator

Brink’s Security (Thailand) Limited
12.2020 - 10.2021

Bachelor of Arts - English Language And Literature

Silpakorn University
Pitchaya Kongsason