Krishna P. Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

Boston, Massachusetts, United States

Completed the launch of 21 new funds from start to finish in a timely manner to meet client-imposed deadlinesActed as main point of escalation for client, of which one trillion dollars in assets are being serviced, and internal stakeholders, to ensure complex and time sensitive inquiries are being answered with accuracy and urgencyRoutinely created detailed, clear, and knowledgeable procedures for various processes within the team to ensure all members of team are trained and have the resources needed to complete daily tasks Managed and had oversight of four direct reports, and 6 members total to assist with inquiry resolution, training of comprehending various areas within Custody client service, professional development and assigning of workLed and assisted in the completion of high priority projects such as the SRDII related initiative to gather and store all pertinent client information to ensure compliance with local market regulations to avoid potential penaltiesConsistently liaised with various internal departments and managers from areas such as Trade Management, Corporate Actions, Funds Transfer and Legal to ensure resolution of non-standard, complex and high-risk related queries for clients

Boston, Massachusetts, United States

Comprehensively reviewed, edited, and negotiated Service Level Documents with clients and internal departmentsDiligently trained and assisted 5 new members within the team in regards to processes, systems, and background of Custodial BankingConsistently fielded and completed 20 to 30 higher level inquiries daily from clients related to various areas of Custodial Banking such as Trade Management, Securities Lending, Corporate Actions, & Collateral ManagementOrganized and led monthly calls between clients, and internal departments to review pertinent service issues and resolutionsCreated and distributed daily, weekly, and monthly reporting related to trade settlements, cash balances, and tax documentation requirements

Boston, Massachusetts, United States

Fielded 10 to 15 basic inquiries daily from clients to assist with resolving trade or corporate actions related issues, in turn becoming the main point of contact for any issues going forwardMaintained over 1000 client accounts and ensured correct products were coded within system or added to provide optimal service for clientReconciled over 200 Pricing Versus Custody breaks throughout the year to ensure both Custody and Accounting were in alignment with the processing of trades and corporate actionsAssisted clients with various additional inquiries such as user setup for BBH portal, and income claims related issues

Boston, Ma

Lexington, Ma

Boston, Ma

Bachelors In Business Administration, Finance & Management

Education record