Edgar Cruz Email & Phone Number

New York, Ny

➤ Initially came onboard as a Junior Research Associate in 2017 to then being promoted to Research Associate in 2019.➤ Contacting investors via email and phone regarding expiring compliance certificates in order to collect new certificates.➤ Managing 3 associates, supervising and assigning work, and performing quarterly and annual reviews of team members.➤ Accurately mapping accounts from the company database to data received by client in order for data to flow via feed.➤ Uploading compliance certificates on company database and overseeing renewal lists for a specific document.➤ Training temporary and new employees on the renewal and outreach process and distributing work for the team.➤ Contributing to efforts for automating the outreach process to send out emails in bulk to investors to increase efficiency.➤ Working on client requests for compliance certificates while monitoring department inbox where requests are submitted.➤ Preparing daily/weekly reports and mapping client data to internal system and reaching out to investors on their behalf.