Senior Client Relationship Manager
Current- Client relationship manager for eight institutional state clients totaling over 130 million in assets providing and coordinating state custody services for unclaimed property program administrators. These services.
- Developed detailed workflow and operational procedures for updating corporate actions and sells to a state client’s unclaimed property database and created reports unique for their state.
- Gained extensive working knowledge and skills related to custody services and day-to-day operations including asset account management, accounting fund settlement, and investment transaction supervision of securities.
- Built and maintained successful relationships with each state client to ensure all their needs were being met on a timely and efficient basis and looked for ways to increase efficiencies in delivering customer service.
- Manage annual fall and spring reporting of clients’ incoming securities and responsible for reconciling and resolving any issues.
- Quality Control of all entitlement calculation payments to clients and owners.
Nov 2003 - Present
