Kimberly Gray Mba Email & Phone Number

• Lead and engage a extraordinary, remote team of six people• Maintaining constantly fluctuating client assignments• Point of contact and escalation for all new client relationships• Evaluating and resetting client expectation post sales• Evaluate and implement new processes for increased efficiency• Collaborate with developers, alternative investment team, and business development team to ensure strategic partnerships are successful.• Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.• Collaborate on modification to existing software systems to enhance performance and add new features.• Leveraged Microsoft, SalesForce, JIRA and Confluence skills to input and compile data gathered from various sources.• Provide candent feedback and encouragement to members of the team• Educate team on the overall process and various factors of impact to encourage strategic and critical thinking• Recognized by management for providing exceptional customer service.

New Jersey

➤ Work closely with clients to develop business rules and understand specific products and data.➤ Assist clients with the most critical points of their engagement, including serving as the main point of contact for all issues.➤ Actively participate in weekly calls with the client, as well as weekly implementation reviews.➤ Efficiently develop and implement business rules for the client, while adhering to all company policies and procedures.➤ Promptly manage the monthly and quarterly updates of client data.➤ Collaborate with client to discuss data, demonstrate results, and assist with market positioning through the database marketing campaign.

➤ Handled the update of consultant databases with asset management client's data such as AUM, holdings, portfolio characteristics, and performance.➤ Supported client services by analyzing the format of multiple client raw data informartion on standardized data templates.➤ Applied analytical skills to validate data quality and validity using industry knowledge and expertise.➤ Examined completed work of formatters, identified adjustments, and processed the final project for the Data Entry Team.➤ Accurately evaluated data to determine and resolve issues or abnormalities while developing corrective actions in close coordination with the client service manager.➤ Finished the final manager signoff process on various data types, such as reviewing data entry projects and proofing pages of completed data entry; maintaining quality assurance standards; and verifying the completeness of the project.➤ Coordinated with the client service manager regarding the new client account implementation process.➤ Analyzed new client data to develop suggestions and questions for onboarding calls.➤ Facilitated training for 20 staff on traditional and improved processes.➤ Maintained collaboration with developers regarding the automation processing system.➤ Worked closely with the Migration Team for the conversion of the automated processing system.

East Windsor, Nj

➤ Provided strategic oversight for daily cash availability reconciliation, such as daily Federal Reserve transfers.➤ Conducted security review of member wire transfers➤ Administered the biweekly processing of payroll for 45 staff, including monthly sales commission calculation➤ Managed the monthly internal audit preparation and explanation➤ Liaised with the Member Service Team to effectively balance risk and service when approving overdrawn ACH and check clearing transactions for members➤ Generated and submitted monthly financial statements for the board and member review.

➤ Mutual Fund Administrator/Supervisor – BlackRock (Formerly Merrill Lynch)/Princeton Administrators, LLC – 08/2005 to 12/2010➤ Global Fund Accounting Supervisor – State Street (Formerly Merrill Lynch) – 06/1999 to 08/2005➤ Plan Accountant, GES-Plan Control Unit – Merrill Lynch, New York, NY – 05/1998 to 06/1999

Master Of Business Administration - Mba, Focus In Forensic Accounting

Bachelor Of Science - Bs, Accounting