Erika Santos Email and Phone Number
Erika Santos is a Managed Acct Associate at UBS at UBS.
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Managed Account Administration AssociateUbs Asset Management Jul 2005 - PresentProvide 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
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Managed Acct AssociateUbs -
Shareholder Communications Specialist-Proprietary Mutual FundsMichell Hutchins/Brinson Advisors/Ubs Global Asset Management Nov 1999 - Jul 2005Train 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
Erika Santos Education Details
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St Josephs Of The Palisades High School
Frequently Asked Questions about Erika Santos
What company does Erika Santos work for?
Erika Santos works for Ubs
What is Erika Santos's role at the current company?
Erika Santos's current role is Managed Acct Associate at UBS.
What schools did Erika Santos attend?
Erika Santos attended St Josephs Of The Palisades High School.
Who are Erika Santos's colleagues?
Erika Santos's colleagues are Khushi Rawal, Kate Biersbach, Andreas Joost, Romain Widmer, Nadia Rasetti, Stela Willemstein, Db Baba Baba.
Not the Erika Santos you were looking for?
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Erika Santos
Nashville Metropolitan Area4gmail.com, mckinsey.com, maserati.com, nissan-usa.com4 +161572XXXXX
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3aol.com, rocketmail.com, hm.com
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Erika Santos
New York City Metropolitan Area -
Erika Santos
Marketing Director | Style Advisor | Director Of Visual Merchandising | International Buyer | Retail DirectorLos Angeles, Ca1gmail.com1 +134736XXXXX
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