Alex Ravanis Email & Phone Number

Liaison between the Portfolio Managers, Relationship Managers, and our 2000+ Institutional Clients-Communicate trade related and administrative matters effectively with senior members of our client base-Guide clients through the process of trading amongst their accounts and draft the applicable paperwork-Enforce high levels of compliance on an ongoing basis to prevent fraudulent activity and inadvertent data disclosures-Work with other departments including our Custody, Reporting, and Onboarding Teams to address items directed to Client Support-Support our Trading Team in maintaining 99.9% accuracy on approx. 10,000 trades/month

South Boston, Ma

Serviced the mutual funds of several institutions with $1B+ in assets under custody-Liaised with all internal departments to address and resolve issues seen within the funds-Performed various checks to ensure NAV accuracy and then confirm that all NAV’s had been released to NASDAQ-Manually booked trades and posted entries to the general ledger for any of the funds-Communicated directly with clients and provided monthly deliverables seen by the funds’ Board of Directors

South Boston, Ma

Greater Boston Area

Registered Client Service Associate for a top advisor with over $375MM in client assets under management-Served as the first line of communication for all client interactions-Generated reports and prepare materials for client meetings and phone appointments-Processed all wire transfers, check requests, and any other money movement in client accounts-Opened various accounts and processed all paperwork associated with client requests-Multi-tasked consistently in a fast-paced work environment with tight deadlines

Cambridge, Ma

Newton, Ma

Middleton, Ma