Kris Auer Email & Phone Number

• Manage team of Client Service Owners and Support Personnel• Identify and Analyze client profitability and cross sell opportunities• Prepare responses for RFP’s for new business as well as re-bids• Work closely with different departments to ensure all client needs are met• Coordinate a variety of diverse projects to improve efficiency among cross-functioning teams and associates• Participate in strategic planning sessions for internal business model changes

• Relationship Manager for 14 Public Pension and Taft Hartley pension plans. (2014-March 2016)• Manage business relationships and act as single point of contact to meet all day to day requirements of client accounts.• Communicate with executives as well as day to day contacts• Work with clients to meet any need whether standard or ad hoc.• Meet with clients face to face annually to deliver presentation to Board of Directors• Relationship manager for 60+ ERISA qualified… Show more • Relationship Manager for 14 Public Pension and Taft Hartley pension plans. (2014-March 2016)• Manage business relationships and act as single point of contact to meet all day to day requirements of client accounts.• Communicate with executives as well as day to day contacts• Work with clients to meet any need whether standard or ad hoc.• Meet with clients face to face annually to deliver presentation to Board of Directors• Relationship manager for 60+ ERISA qualified corporate pension plans, insurance and endowment accounts. (2011-2014)• Manage team that prepares annual and monthly statements, audits and ERISA reporting Show less

• Reported Net Asset Value for 18-20 mutual funds to client, transfer agent and NASDAQ with a 99.8% accuracy rate• Managed teams of five to seven employees• Created opportunities for more efficient work within the client group

• Accurately checked fund accountant work on a daily basis• Coached fund accountants regarding procedures and reporting accuracy• Supported manager and served as team lead in his or her absence

• Calculate Cash Available for 8-10 mutual funds on a daily basis• Book all trades placed in the mutual funds and ensure accuracy• Apply market prices to mutual fund in order to calculate daily Net Asset Value and deliver it to client and NASDAQ by established deadlines