Provide all types of service, mainly including clerical support to the PWS sales team, internal wholesale team, and trading deskCollaborated with Financial Advisors and branch employees in all aspects of customer managementEvaluate and process new managed accounts with fee based account documentationProvide account enrollment and termination processes within Manager Link and new Vestmark System for Access and SWPProcess daily withdrawal requests and account terminationsPerform daily maintenance to databases with changes to existing accounts (account conversions, tax gains /losses, and manager changes)Assist in special projects to enhance policies and procedures as neededDirected daily cash flow reporting, working with Financial Advisors, branch managers and wholesalers to track funds from private accounts valued at over $1,000Created reports as requested by managersAttend daily team calls

Train employees in providing exceptional customer service, usage of new interactive website and advisement to clients while meeting company objectivesHandle customer relations' desk, responsible for servicing the national third party distribution arm for a proprietary asset management company with over 400 billion in assets under managementSpearheaded departmental in the creation of a brand new brochure showcasing the various services offered by our departmentConducted sales, marketing and service research on major competing firmsAct as a liaison between business units, divisions and managers to ensure consistent communication between all departmentsAssist in creation of the department’s strategic communication plan to ensure quality streamlining of shareholder communications