Architected an automated solution in the current team, which reduced theerror rate by 80% and resulted in a 4 FTE save an in continuumResponsible for the administration, of all client accounts and relationshipneeds for large corporations, not for profit and public endowments.Prepare and present Management Information Reporting on a monthly basis.Responsible to prepare monthly decks standard and ad hoc for all teams inthe division.Responsible for all process migrations and to train the team on the newactivities thereby ensuring a smooth transitionCreated a structured training plan for all the new hires. Serve as anonboarding liaison for new joiners while mentoring the existing teammembers.Responsible to device solutions for niche client requirements. Currentlyworking on a Gift Reporting solution for Harvard and Hershey simultaneously.Monitor and streamline operations and accounting activity to ensure allnecessary reports and documents meet client deliverables with utmostefficiency.Provided financial expertise to clients across a range of Insurance, Not forProfit, Erisa.Supporting Relationship managers in maintaining designated cash andliquidity levels for client(s) trust & custody accounts.Initiate letter of direction for company stock trades,mutual funds, commingledfunds, foreign exchanges through appropriate bank area.Exceptional in handling client queries with a proven track record of complexissue resolution.

The CSG (Client Servicing Group) is responsible to support the ClientService Managers and the Relationship Managers to ensure the day-todaytrade and liquidity requirements for the Clients managed out of theNorth America Region. This middle office function is responsible to initiatethe letter of direction which is sent to the processing teams.Research and resolve client queries and coordinate with other teams toensure the end to end of any activity like Trades, FX are completed.Developed and presented reports to senior management on investmenttrends and market analysisCollaborated with traders and portfolio managers to optimize investmentperformanceServed as a liaison between trust administration and operations, determiningwhich areas need to be contacted to complete trade settlement andappropriate record keeping.Responsible to reduce the risk and implement controls in the non-automatedareas which require manual intervention.Verifying and quality checking diversified transactions, audit and reconcilingtransactions and portfolio reporting, performed by other team members toensure its accuracy.