Client Services Associate
Current• Set up and controlled user access levels across databases in Salesforce to protect important data.• Created and updated database designs and data models in Salesforce.• Modified Salesforce databases to meet needs and goals determined during planning process.• Managed annual and semi-annual financial statement mailing campaign.• Assessed and reported on performance attribution on monthly and quarterly basis.• Assisted in preparation of presentations, data tables and other documents for sales meetings.• Generated comprehensive reports on sales performance.• Processed account opening, transfer and other applications and provided guidance and support to clients.• Provided clients with trade information, account and trade status, book value, tax information and market value.• Sent a monthly snapshot of investments to high-net-worth investors.• Updated data providers with the prices & performance of Arrow funds.