Enhanced relationships with internal operational teams and external service providers to ensure required processes were performed as expected. Effectively prioritized tasks in fast-paced, deadline-driven environment.• Researched questions regarding State Street deadlines to alleviate client concerns. Engaged 65 global service providers to improve the deadlines that were supported. Successfully facilitated improvement of deadlines with 25% of the providers.• Monitored internal Corporate Actions and Proxy Voting departments service issues and presented resolutions in order to mitigate risk and ensure compliance for client companies.• Clearly communicated applicable service and market updates to relevant internal parties. • Reviewed established process requirements to ensure external service providers remained compliant.• Actively participated in regularly scheduled service reviews to discuss outstanding issues.• Analyzed and responded to assigned RFP inquiries for new and existing customers.• Managed projects to completion within defined deadlines.

Processed and monitored the necessary paperwork to collect international tax entitlements for clients.• Acted as lead for IBT’s tax team in merger with State Street. Ensured all data to be transferred was accurate and valid by working directly with the internal Tax Department and Client Management Teams. Achieved on-time delivery of data according to the client conversion schedule.• Reviewed and reconciled internal and external reporting to identify and resolve data discrepancies• Researched and responded to daily inquiries in a timely and accurate manner• Allocated payments to appropriate parties upon receipt• Collected applicable client documentation needed to facilitate entitlement collection

Successfully managed and mentored a team of 5-7 analysts. Approved documentation prepared by analysts. Monitored aged entitlements for collection and reported missing client documentation to ensure all deadlines were met.• Approved payments to be allocated to fund accounting teams• Prepared daily and monthly management reports