Brian Clark Email & Phone Number

Kansas City, Missouri, United States

Overland Park, Kansas, United States

Lenexa, Kansas, United States

Lenexa, Kansas

I am responsible for creation and review of Data Transfer Specifications, generation of Electronic Data Transfers and managing timelines related to the transfers.

Kansas City, Missouri Area

1. Development of the Internet Dealer Commissions Level 1 support training and instruction;2. Mentoring of Internet Dealer Commissions Level 1 support team;1. Acting in the role of subject matter expert for the Internet Dealer Commissions product; 2. Assisting brokerage firms with millions of dollars in assets locate and identify data files;3. Research of received and transmitted files to the Depository Trust and Clearing Corporation of a financial and nonfinancial impact;4. Performed administrative duties to include identification of fee payments for networked mutual fund accounts, correspondence generation, and distribution of payment for a major international mutual fund family; and5. Created and maintained MS Excel spreadsheets as requested by management; to include design, filtering, sorting, and tracking of broker dealer back office calls expressing their wanted enhancements of the Internet Dealer Commission product

Kansas City, Missouri Area

1. Daily quality analysis of a predefined random selection of multiple mutual fund shareholder requests for compliance with prospectus restrictions, and company best practicesfor numerous mutual funds that utilized Boston Financial Data Services for transferagency services;2. Review of recorded inbound phone calls to assist in maintaining nationally recognized standards in customer service; and3. Administrated weekly and monthly meetings with the client relation managers, group managers, and team coordinators to provide analysis the reviewed data from the previous week or month.4. Daily quality review as part of a team to insure one hundred percent processing accuracy and compliance with industry regulations; and5. Provided constructive feedback and data to managers and other associates.