James Doerr Email & Phone Number

- Facilitate system set up of new accounts and ensure proper account coding- Process client cash flow requests, investment objective changes, cancellations, and other client directives, ensuring accuracy and timeliness- Prepare and coordinate client reviews for meetings and mailings- Prepare client and third-party data and fulfillment requests- Works directly with clients, prospects and sales teams- Facilitate information exchange between internal and external partners in regard to changes/updates on account information- Research and resolve client problems/issues - Assist with training new team members on practices and procedures- Serve as a resource with regards to firm initiatives and projects as assigned