Tracy E.
Mid-Level Private Banking Support Specialist
Open to offersNew to PlatformAbout
Tracy E. is an experienced private banking and technical support professional with a background in international finance and digital credential management. She assisted relationship managers at Deutsche Bank, Arbuthnot Latham & Co. Ltd., and Coutts & Company, all within the Dubai International Financial Centre, in servicing high-net-worth clients and overseeing portfolios exceeding GBP 155m. Her responsibilities encompassed client onboarding and documentation, KYC and AML compliance, and operational coordination across multiple financial centers. Beyond wealth management, Tracy supported digital credential verification as a Technical Support Engineer at Digitary (Parchment LLC), working with global institutions, maintaining data protection compliance, and driving platform reliability. She is currently completing an MBA, focusing on financial behavior and decision-making.
Experience
Technical Support Engineer
Digitary (Part of Parchment LLC) · 2022 — 2026Delivered technical and operational support for a global digital credential verification platform. Assisted institutional clients with platform functionality and integrations. Collaborated with technical teams to troubleshoot platform issues and guarantee consistent service delivery. Managed sensitive records in compliance with global data protection standards. Documented technical cases and participated in operational enhancements.Customer Support Specialist
NeedMyTranscript (Parchment LLC) · 2013 — 2026Addressed client needs for individuals and institutions requesting academic transcripts and records. Acted as a primary contact for inquiries, guiding customers through the request lifecycle. Worked with schools and districts to streamline transcript processing. Ensured adherence to FERPA regulations regarding personal record confidentiality. Maintained accurate records while efficiently resolving service issues.Associate – Wealth Management
Deutsche Bank, DIFC Dubai · 2018 — 2019Offered operational and client servicing assistance to private bankers handling high-net-worth clients. Facilitated account onboarding, documentation management, and client profiling. Coordinated requests among operations, compliance, and internal stakeholders. Contributed to Avaloq system updates and managed client documentation.Private Banking Executive
Arbuthnot Latham & Co. Ltd., DIFC Dubai · 2016 — 2017Aided relationship managers in servicing high-net-worth clients. Developed client briefs, research documents, and meeting materials. Assisted with credit applications and monitored credit facilities. Managed documentation for account openings and maintained client records, ensuring regulatory compliance.Private Banking Assistant
Coutts & Company, DIFC Dubai · 2014 — 2015Supported senior relationship managers handling portfolios with significant assets under management. Acted as the initial point of contact for client servicing requests. Coordinated KYC and AML documentation necessary for account openings. Engaged with trading desks in London, Singapore, and Zurich for transactions. Prepared client presentations and upheld client records.Administrative Assistant
Coutts & Company, DIFC Dubai · 2011 — 2014Provided administrative support to private banking teams, coordinating executive travel, meetings, and events. Maintained office documentation for both internal and external audits.Executive Assistant
M&M General Contracting, Abu Dhabi · 2009 — 2010Ensured executive administrative support for senior management. Facilitated communications with suppliers and contractors while managing project-related documentation and administrative processes.
Skills & Expertise
Education
- Master of Business AdministrationInstitution not specified · — — 2026
- Bachelor of Arts in PhilosophyUniversity of the Philippines, Manila
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