Amy Hecht Email & Phone Number

Chicago, Il, Us

Greater Chicago Area

• Act as the initial point of contact for corporate and not-for-profit clients ranging in $100M to $7B in assets under management• Communicate with clients to gain in-depth understanding of client servicing needs and sales opportunities• Prepare materials and participate in client meetings pertaining to both current investment products as well as new business opportunities• Provide oversight of the RFP process and coordinate the implementation of new investment clients• Facilitate client restructure activities, audit requests, and quarterly performance reports

Greater Chicago Area

• Managed the account administration for multiple global family office clients with combined assets under custody of $18B • Coordinated service team meetings with various operational groups to identify opportunities to streamline client procedures • Resolved client inquiries and provided timely follow up to maintain high level of client satisfaction• Worked with clients and relationship teams to identify cross sell opportunities within multiple business segments

• Maintained a healthcare portfolio of over $20 million in annual sales consisting of national and regional accounts • Completed bids for national group purchasing organizations and regional healthcare systems and implemented new contracts across multiple business units• Coordinated efforts to address new product development, marketing execution, and pricing strategy for healthcare accounts • Provided healthcare market updates to over 3,000 sales representatives and conducted regular training on sales opportunities

• Recruited for an accelerated corporate management training program that included rotations in several departments including customer service, technology, and sales administration• Coordinated the implementation, training, and support of GoldMine CRM software enhancements to sales representatives• Managed the direct sale uniform program for government lodging contracts and organized marketing initiatives to develop additional sales opportunities