Provided administrative support to advisors by fielding client questions, handling transactions, opening accounts, placing orders, researching client issues, handling account transfers/money movement, audit and client meeting preparation.• Assessed client needs and developed proactive solutions to expand product options, enhance customer retention and increase revenue.• Exceptional phone etiquette and client relations with Ritz Carlton style treatment to every client.• Train new employees both Financial Advisors and Investment Associates in all BMO Harris Financial Advisors software, programs and compliance.

Retail duties include but are not limited to:• Building and maintaining solid relationships by providing retail clients – including individuals, stock optionees and corporate counterparts with quality customer service for over 14 years• Working as a part of the largest Corporate Services team in Northbrook branch• Coordinating fifteen global stock option plans• Opening domestic accounts and international FX accounts• Processing domestic and international wire transfers• Converting US dollar into foreign currencies (and vice versa)• Acting as mentor to junior Client Service Associates

Dual Responsibilities as a Middle Markets/Institutional Sales Associate (December 2001- March 2007) and Senior Registered Client Service Associate (December 1998 – November 2008)Middle Markets duties included but are not limited to:• Building and maintaining strong institutional client relationships• Opening new accounts, review previous day activities, check positions, balance trade settlements, invest, redeem and wire monies, book and check securities, utilize Margin department and operations area, complete month end pricing with traders• Assisting with prospecting by preparing marketing materials, providing general customer service and relaying investment research and market views expressed by the Firm• Maintaining a blotter, check confirms against blotter/commission, cancel and corrects, posting and cross posting, bid and offer in competition on behalf of clients, execute transactions in overnight and reverse Repo agreements (delivery and tri-party), commercial paper, European commercial paper (ECP), discount notes, corporate bonds, mortgage backed securities, new issues, treasuries, agencies, EXLs, CMOs, enter indications for syndicate deals, book trades from syndicate dealsRetail duties include but are not limited to:• Building and maintaining solid relationships by providing retail clients – including individuals, stock optionees and corporate counterparts with quality customer service for over 11 years• Working as a part of the largest Corporate Services team in Riverwoods branch• Coordinating fifteen global stock option plans• Opening domestic accounts and international FX accounts• Processing domestic and international wire transfers• Converting US dollar into foreign currencies (and vice versa)• Acting as mentor to junior Client Service Associates