• Administrative duties relating to the financial advisor.• Update client reports on a weekly basis.• Schedule meetings with clients.• Facilitate the transfer of funds, securities and the issuance of clients checks on request.• Generate and process client paperwork (i.e. annuities, managed accounts, college 529’s, new accounts, and account transfers).• Work closely with the branch operations team and service desks on resolving client issues.• Assist in organizing and implementing marketing campaigns.

• Primary point of contact for all service related needs of Private Wealth Management clients including client banks, RIA’s and family offices.• Provided high level and in-depth support by answering inquires by phone, responding to emails and generating performance reporting.• Created Excel spreadsheets for client update forms, update client banking transactions and bank reconciliation.• Assisted clients with setting up composites and research performance reporting issues.

• Fielded inbound calls from Wealth Management Financial Advisors across the U.S.• Educated Advisors on available managed products ranging from $5,000 Entry Level programs to Ultra High-Net-Worth programs.• Profiled client to assist financial Advisor in selecting an appropriate program.• Verified client info to assure the selected program is compliant with all rules and regulations.• Informed Advisor if an account is in violation of a program. • Supported branches in generating managed account proposals for client meetings.• Reviewed and resolve any rejected proposals.• Assisted Financial Advisors when an account has been flagged due to weight of risk tolerance.• Assisted Financial Advisors on pertinent paperwork for each managed account.

• Maintained daily reconciliation of firm’s portfolio reporting system for Ultra High Net Worth Individuals and Private Wealth Advisors.• Analyzed and resolved all performances issues for financial advisors and internal management. • Verified the integrity of dollar and time weighted rate of return calculations.• Responsible for the creation and maintenance of monthly pricing updates for the performance reporting department Developed Frequently asked questions for other team members and handled many of the web based inquires.

• Ensured continuous delivery of top quality services/support to clients and financial advisors.• Provided clients with assistance in obtaining account information by utilizing the organization’s online services selecting the most effective services to meet their individual needs.• Managed account reviews and changes due to credit card information theft or losses.• Delivered expert information/guidance to clients on money market.

• Supported manager in a wide range of daily functions within the organization’s Global Custody department in Zurich.• Prepared comprehensive presentation sheets of client information/financial performance as well as team member’s performance. • Served a key role in department’s preparation for audit, facilitating reviews through organization of client files and implementation of new data management system.• Studied the performance of diverse departments ranging from corporate actions and tax services to account management units.