Provide client service to Sales Officers, Portfolio Managers, and Trust AdministratorsOffer administrative expertise in the asset transfer processResponsible for key decisions in meeting client specific requestsReview, recommend, and implement productivity changes and improvements for processesDevelop strategic relationships and build networks with industry peersPrepare management reports for strategic and statistical dataResponsible for the training and on-boarding of new employees

Investment Manager OutsourcingSuccessfully implemented Investment Manager TCW onto BNY Mellon trading platformsEnsured timely security transactions postings through custody management system (CMS)Assisted supervisors and team leaders with identifying risks and closing associated gapsHelped operational teams utilize the use of management reports (KPIs) for decision-making Lead less experienced staff with regards to problem resolution for trade failsRedesigned post trade communications from auto-fax to SWIFT on a continual basisSpearheaded development of formalized training plan for new hires