* Own the overall relationship of assigned clients (Enterprise to SMB). This includes driving adoption through education and training, nurture "raving fans" and ensure above average retention rate.* Establish a trusted advisor relationship by demonstrating the value of existing solution and promoting/cross selling new value streams that are a good fit.* Develop and update the Customer Success process based on changing strategies and strategic initiatives.* Work with clients to establish goals and/or desired outcomes and aid clients in achieving its goals and benchmarks.* Advocate for product enhancements based on client feedback.

- Managed a team responsible for the Investor Services of high profile clients.- Maintained and developed client relationships as reflected in a proven track record with clients and their stakeholders,- Worked collaboratively with other offices and departments to meet and exceed service level agreements.- Monitored daily operations to ensure adherence to established procedures, regulations and client expectations.- Performed staff training and support to ensure team and company goals were met. - Demonstrated a willingness to adapt in a challenging work environment while implementing new policies and procedures.

- Attended new business meetings and guided new clients through the on-boarding process.- Worked with Senior Management to develop and implement new procedures based on an industry changing regulatory requirement.- Improved operational excellence by developing, maintaining and presenting Investor Services procedures.- Managed the Investor Services team for a client that placed in the top 5 Hedge Funds in 2010 and 2012.

- Ensured the completeness of audit testing - Assisted with the on-boarding of new clients.

- Streamlined the daily, weekly and monthly reporting processes.- Processed transaction activity and reviewed investor documentation.- Performed Anti Money Laundering/KYC checks.- Maintained shareholder and partnership registers.

- Reconciled investment portfolios with custodian holdings.- Investigated and correct daily/monthly balancing discrepancies.- Worked closely with Senior Fund Accountants to ensure the accurate calculations of Funds.