Kristopher Oliver Email & Phone Number

Andover, Massachussetts

Provided timely first response to clients’ reported problems and inquiries • Communicated planned enhancements and content of product deliverables to clients to help them understand impact and benefits• Responded to, diagnosed, and recommended best practices through discussions with product users.• Simulated user problems to resolve operating difficulties.• Developed strong knowledge of the functionality and inner workings of all company products to become subject matter expert to resolve clients functional issues• Effectively used problem management data base metrics to provide guidance on operational issues.• Recommended system modifications to reduce user problems and to institute best practices for more efficient client use• Responsible for coordinating large scale regulatory print mailings for Variable Annuity and Retirement clients

NewRiver was purchased by Broadridge Financial Solutions.

• Liased with clients, portfolio managers, client service and operations team members, custodians and vendors to provide superior client service• Supported six Portfolio Managers; working within a four-member team • Developed and managed relationships with clearing institutions• Served as the liaison between financial institutions on various client tasks and projects.• Participated in the account opening process, from inception to completion of managed accounts

Boston, Ma

As a transition specialist, my operational and financial talents were called upon to assist financial advisors transitioning to LPL Financial Services. I was responsible for providing a personalized concierge service to the financial advisor, their staff, and their clients. This includes training on technology and procedures, Coordination of marketing needs, as well as timing their transition to maximize retention of existing clients.

Bachelor Of Arts (B.A.), American Studies

Activities and Societies: Brandeis Varisty Mens Soccer.American Studies Brandeis Varsity Soccer

Education record

Activities and Societies: Soccer, Basketball, Baseball