Laura Sweeney Email & Phone Number

Boston, MA, US

Boston, Massachusetts, United States

Ran 16-20-person client service team, supporting 25 financial advisers and their clients. Responsible for the client experience, creating efficient client onboarding processes, and maintenance of existing firm client relationships. Directed an exemplary client service team, including two managers. Hired and provided career track opportunities for.

Managed staff of six client service associates responsible for new client onboarding. Created processes, procedure workflows, and job descriptions. Hired and trained new client service members. Served as lead associate for custody relationships at Fidelity Investments. Helped grow company assets over $1.5B in two years.

. Supported firm’s senior financial adviser team by onboarding new clients and maintaining established client relationships. Recognized as a team leader. Provided guidance and training to new employees and collaborated with management and financial advisors. Worked closely with operations, billing, and marketing to automate standard required onboarding.

Executed daily security transactions. Managed electronic trading systems. Served as Bloomberg liaison for office. Reported on quarterly earnings calls. Updated credit reports on securities held.