- Managed over $900 Million in asset transfers during course of employment - Developed B2B action plans with sales and accounting to better identify customer products - Cross-sold additional products and introduced new products as they became available- Led cross-functional communication with compliance, marketing, sales and operations on product development and delivery- Preserved relationships by speaking with clients on a regular basis to address account status - Attended to client concerns that arose as well as monitor colleague escalations- Coached new hires in product training, client relations, and project coordination to best meet business objectives- Maintained the privacy and confidentiality of information while protecting client assets- Addressed compliance issues, adhered to applicable federal regulations and company policies - Planned and organized department meetings, training sessions, product rollouts, and client meetings