Vice President, Team Lead, Client Facing Team, Custody
New York, Ny, Us
● Managed the Custody relationship for 1 of the business’ 3 highest revenue clients with $1.3T AUM.● Managed 4 people’s responsibilities and serves as Custody escalation lead across all 9 clients as needed.● Partnered with this institutional client to decommission 6 reports, realizing efficiency gains of 16 hours/week.● Improved JPM’s service rating to green / above in all Custody areas for 1st time in 5 yrs. via client’s biannual survey.● Collaborated with client service to expand the client’s Custody coverage globally to India beyond North America/EMEA/APAC, reducing the local team’s volumes by 50 queries/week.● Presented to management on risk metrics, client service initiatives, process enhancements, and diversity/inclusion. ● Led the team’s migration from Outlook to a strategic platform for auto categorizing queries, writing >400 rules.