Lesley Lendh Email & Phone Number

Boston, Massachusetts, United States

Boston, Massachusetts, United States

Management of cash operations including wire and ACH transfers, check issuance and deposits, FX and international wires, abandon property processing, overdraft and uninvested cash monitoring, various reconciliation, reporting and audit support

Quincy, Ma

Client service operations manager for Registered Investment Advisor (RIA) client relationships with six manager direct reports and full staff of approximately 40. The team is the single point of contact between the RIA and State Street. Tasks include answering inquiries via email and phone, coordinating transactions and resolving inquiries and issues in regard to trade settlement, cash movement, asset transfers, account opening and closing, income, corporate actions, recon, etc. Knowledge of AML, KYC requirements, risk and compliance.

Quincy, Ma

Client service operations manager for RIA relationships with four direct reports. Responsible for six RIA relationships and previously managed up to 20 RIA relationships. The team is the single point of contact between the RIA and State Street. Tasks include answering inquiries via email and phone, coordinating transactions and resolving inquiries and issues in regard to trade settlement, cash movement, asset transfers, account opening and closing, income, corporate actions, recon, etc. Knowledge of AML, KYC requirements, risk and compliance.