Elizabeth Winkle Email & Phone Number

Chicago, Il, Us

Greater Chicago Area

• Core Responsibilities: execute quarterly reporting and billing, act as compliance officer for monthly reviews and annual custody exams, problem-solve account issues, manage and document all money movement, maintenance requests, and estate plan implementation • Primary Point of Contact for Clients: conduct onboarding and touch-base interactions, optimize communications methods, help them understand and adapt to repeated processes, build confidence and strengthen relationships, partner with clients’ CPAs to create strategic alliances • Team Coordination: organize and lead team meetings, manage work assignments, act as technology coordinator, fill gaps during busy year-end workload, track all follow-up work • Initiative: optimized a process for client contracts workflow, researched and implemented a scheduling system to streamline client outreach, continually focused on opportunities for improvement and added value

Greater St. Louis Area

• Member of a team supporting financial advisors nation-wide for opening financial accounts, transactions, special cases, and reporting• Primary point of contact for transaction advice, assistance, guidance, training, and all aspects to optimize their customers’ experiences• Relationship building with advisors by phone, email, and during visits. Improving team and department connections through event planning and social gatherings• Recently helped administer a new service model and became the main CRL for 81 boutique financial firms• Active member of Activities and Events Committee planning team buidling events for internal associates

• Managed backend cashiering transactions, maintenance requests, account openings, etc.

• Transitioned into a client-facing role and started working directly with advisors• Utilized resources internally and externally at custodians to advocate on behalf of our advisors, complete their requests, and seek creative solutions when needed• Effectively managed team productivity with distribution of case work and leveraging strengths, as well as providing assistance to other under-resourced teams• Identified the areas within Client Service where we needed to have defined service standards. Worked with Marketing to publish and post the final product to the BAM Alliance Community

• Part of a quality control team that double checked the work of the Client Service department for accuracy• Ran customized daily and weekly reports for the department

• Posted and managed open positions across multiple business units• Assisted regional HR support and candidates in the applicant tracking system• Scheduled interviews and coordinated candidates’ travel arrangements domestically and internationally• Managed pre-employment drug screens and background checks along with monitoring all US recruitment costs• Contributed to university relations by attending and managing career fair registrations and logistics

• Analyzed exit interviews for an APAC agency to improve retention • Prepared training modules for managers to improve relationships with subordinates • Researched visa procedures and prepared cultural guides to expedite foreign assignments • Administered, executed, and evaluated results for 360 degree performance review program • Conducted research on university relations and senior management training • Planned and managed learning opportunities for further training and development of the HR intern team

• Sourced candidates for domestic and global positions utilizing Boolean searching techniques and social media• Reviewed resumes and performed phone screens, reference checks, and in-person interviews • Posted and managed positions onto several sites including company website and Monster.com• Led researching projects on competitive intelligence for overall best practices within the PR industry • Compiled weekly reports and analysis of open positions• Performed daily competitor analysis of top trends, new hires, new business wins, and any initiatives• Executed the responsibilities of my direct manager in her absence