•Work to meet Client and Company objectives by maintaining full distribution on existing products.•Communicate effectively both internally with ASM management and externally with all Customers.•Maintain Client objectives by ensuring secondary placements of product(s) are fully stocked, correctly signed, properly faced, and set to schematics.•Build rapport with Clients and Customers alike; field questions and proactively develop plans of action in regards to resolving issues.•Prepare and respond to client audits.•Administration/Reporting: will complete accurate and timely paperwork and reports, recaps, itineraries, timesheets, expense reports, etc.

•Successfully worked as part of a Project Team to convert mutual fund clients to a new Transfer Agency system.•Collaborated with systems to resolve complex client requirements including creation of new interface files.•Responsible for coordinating and managing user integration tasks including training, procedure updates and production support.•Participated in user acceptance testing meetings to prioritize, track and resolve work identification and change request items.•Tested system enhancements and defect fixes to ensure functionality.•Reviewed and created business requirement documents to ensure all business needs were met.•Acted as a liaison between business users, internal systems team and system vendor to facilitate prompt resolution of critical system inadequacies.

•Rectified all errors and/or issues that occurred internally and externally throughout the Transfer Agency.•Monitored department to maintain workflow in a timely manner; delegated tasks to team.•Trained new employees entering department.