Aimee Marcus Email & Phone Number

St. Petersburg, Florida, US

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

Stamford, CT, US

• Support two Financial Consultants covering southern Fairfield and Westchester Counties (eleven branch locations). Credited for helping to achieve third quarter production of 122% as a direct result of taking overall.
• Manage all aspects of client servicing for 700+ retail accounts. Responsibilities include in-person meetings, responding to existing and prospective client questions / requests, preparation of meeting materials and.
• Work with partners, vendors, and back office staff to ensure that practice is efficient, productive, and compliant with all relevant regulatory and client driven guidelines.
• Liaise with insurance, mutual fund and annuity partner firms to resolve existing client issues as well as onboard new client accounts.
• Place trades using the bank’s proprietary trading systems as instructed by Financial Consultants.
• Analyze and report to bank senior management on a variety of sales and marketing related key performance indicators and other firm-wide initiatives.

• Oversee key service initiatives for customers including but not limited to increased efficiencies, more expedient processes and an overall better customer experience.
• Manage website inventory and work hand in hand with operations to create a unified customer experience by continually improving operational execution and fundamental business workflows related to order fulfillment.
• Primary client relationship manager for state and local school systems, libraries and book publishers.
• Maintain responsibility for all customer service, website, order processing and business related issues.
• Support new business development by representing Language Lizard at regional conferences.
• Continually improve Language Lizard service levels while assisting customers with product selection, troubleshooting client issues and managing internal processes to ensure timely deliveries.

New York, NY, US

Served as liaison between the bank and its institutional clients concerning client service issues.Responsible for managing 35 foreign and domestic accounts representing $5 billion in assets.Worked with clients to maintain and monitor investment guidelines.Represented client service department in new and ongoing business development meetings.Negotiated.

New York, NY, US

Opened, closed and updated client account information on company systems for Sub-Advisory clients.Assisted in preparing documentation for clients.Worked with third parties and various internal constituents to address and respond to client issues.Coordinated the receipt and transfer of assets with various internal and external parties for the bank's.

New York, NY, US

Prepared monthly global trend analysis and expense reports for senior management.Estimated and projected expenses for Global Investment Banking business.Tracked status of Investment Banking expenses to ensure compliance with plan.Monitored and managed global inter-entity differences to reduce exposure to bank.Identified, analyzed and communicated expense.

Computed daily statistics and calculated fund total returns for assets totaling $1.2 billion.Monitored mutual fund investment activity to ensure compliance with risk management policies and procedures.Analyzed relative value of various short term securities.Managed cash positions in seven mutual funds.Completed NSAR and EDGAR filings for SEC.Estimated.

Bs, Accounting

Bs, Accounting