Kellina West, Mba, Csop, Ctop™ Email & Phone Number

Marietta, Ohio, United States

Lead and manage Client Service Associates team to ensure an exceptional client experience and advisor support. Ensure that the Financial Advisors are supported by the team which includes providing proactive administrative and clerical support in order to deliver an extraordinary client experience. Will act as liaison with daily activities regarding client paperwork, questions and/or appointments. Will be responsible for reviewing, seeking efficiency and implementing process improvement and… Show more Lead and manage Client Service Associates team to ensure an exceptional client experience and advisor support. Ensure that the Financial Advisors are supported by the team which includes providing proactive administrative and clerical support in order to deliver an extraordinary client experience. Will act as liaison with daily activities regarding client paperwork, questions and/or appointments. Will be responsible for reviewing, seeking efficiency and implementing process improvement and ensuring work flows and procedures meet required regulations in order to maintain compliancy. Show less

Marietta

Provides day to day management of trust operations team including problem resolution, coaching, training, and work flow analysis and improvement implementation.Participate on internal and external audit teams to gather, track, answer, remedy and verify audit findings and recommendations.Participating and/or leading department project teams for conversion, deconverison, technology implementation and sunsetting, new and existing work flow improvements, and issue tracking.Provide… Show more Provides day to day management of trust operations team including problem resolution, coaching, training, and work flow analysis and improvement implementation.Participate on internal and external audit teams to gather, track, answer, remedy and verify audit findings and recommendations.Participating and/or leading department project teams for conversion, deconverison, technology implementation and sunsetting, new and existing work flow improvements, and issue tracking.Provide software support on all trust software to department and others in organization as needed including MS Excel, Word, Powerpoint, HCL Notes, and DocuSign. Show less

Marietta, Ohio

Marietta, Ohio

Coordinate, execute, post and balance securities related activity including trading, settlement, income, corporate actions and account transfers.Coordinate and execute all trust proxy voting and corporate action responses.Evaluate securities litigations for client applicability and file necessary claim documentation as needed.Account transfer activities including planning large transfers, communication with all relevant stakeholders, monitoring asset activity, and balancing outside… Show more Coordinate, execute, post and balance securities related activity including trading, settlement, income, corporate actions and account transfers.Coordinate and execute all trust proxy voting and corporate action responses.Evaluate securities litigations for client applicability and file necessary claim documentation as needed.Account transfer activities including planning large transfers, communication with all relevant stakeholders, monitoring asset activity, and balancing outside activity to internal accounting system. Show less

Master Of Business Administration (Mba), Accounting And Business/Management

Activities and Societies: Golden Key International Honor Society

Regents Of Bachelor Arts, Accounting Focus