Mabel Setow Email & Phone Number

• Research Associate Leader for Financial Services Practice, executing successful completion of searches for Financial Services, Wealth Management, Investment Management, Banking, Insurance, Private Equity, and Financial.

Boston, Massachusetts, United States

• Provided candidate and industry research for multiple search assignments and business development projects for partners in the Financial Services Practice utilizing internal sources, prior searches, Linkedin Recruiter.
• Wrote candidate bios to present to clients in status update calls.
• Brainstormed search strategy with partners and principals for multiple client pitches and… Show more
• Brainstormed search strategy with partners and principals for multiple client pitches and search kickoff meetings.
• Prepared for, attended and participated in client pitches, client kickoff meetings and client status update meetings.
• Updated database with candidate records using ZoomInfo, RocketReach, BeenVerfied, etc. and calibrated searches in Eightfold system. Show less

Boston, Massachusetts, United States

• Maintained relationships with 50+ clients and 300+ candidates; responsibilities included developing candidates and assisting clients with identifying the best leaders to move their businesses forward.
• Supported Partners in Asset, Wealth and Alternative Investments Practice, Real Estate Practice, Human Resources Practice, Leadership Advisory Practice and Diversity & Inclusion Committee by managing all daily aspects.
• Supported Partners in Asset, Wealth and Alternative Investments Practice, Real Estate Practice, Human Resources Practice, Leadership Advisory Practice and Diversity & Inclusion Committee by managing all daily aspects.
• Generated client pitch presentations, engagement letters, position briefs, mapping decks, client status update reports, candidate reports, reference reports, and internal business development and potential new business.
• Managed relationships with external vendors and internal departments for client invoicing, client gifts, scheduling, travel, expenses, candidate background checks, producing marketing documents, etc. Show less

Boston, Massachusetts, United States

• Increased client knowledge and product adoption via the creation and delivery of marketing collateral and product sheets.
• Created and maintain enhanced client reporting capabilities enabling the senior management team to have a clear view into growth opportunities, clients at risk, revenue vs. goals and the results of marketing campaign.
• Supervised and developed two associates responsible for managing client data, access requests, and IT governance reporting.

Boston, Massachusetts, United States

• Ensured Business adhered to all regulations, policies/procedures, responded to all Financial Intelligence Unit inquiries, and was in compliance as it related to the Compliance Oversight Program (COP).
• Recorded client responses to Anti-Money Laundering (AML)/Know Your Client (KYC) letters for AML Remediation, resulting in over 85% completion of AML completion efforts.
• Designed the Wealth Management Services division’s SharePoint site utilizing HTML.
• Led the redesign of the… Show more
• Led the redesign of the monthly client bulletin resulting in increased open/read rates of >80%.
• Increased visibility of division newsletter readership by >80%. Show less

Boston, Massachusetts, United States

• Promoted to Senior Associate within 6 months of beginning role for outstanding work ethic.
• Supported the Business in major employee and client engagement initiatives by liaising with Client Service, Sales, Marketing, Finance, HR, Training, Legal, Risk, and Compliance.
• Assembled client conferences and tradeshow events, building strategic relationships with clients and enhancing long term revenue growth for company.
• Oversaw creation and dissemination of various management… Show more
• Oversaw creation and dissemination of various management reports used to cut expenses by >70%.
• Created, distributed, and analyzed Employee Satisfaction Survey for division – reached over 70% response rate with promotional efforts; presented results to Senior Management.

Boston, Massachusetts, United States

• Acted as a liaison between external companies hosting financial service conferences and tradeshow events while working with internal relationship managers and sales executives attending events - coordinated dinner and.
• Wrote customized sales pitches for clients increasing interest in product.
• Assisted in production and promotion of white papers sparking client interest in company initiatives.

Boston, Massachusetts, United States

• Managed an information quality workshop for over 1,000 attendees, hosted in Shanghai 2011 and Orlando 2012.
• Responded to questions, edited papers, and submitted revisions for participants via e-mail.
• Consolidated abstracts from 30 authors for proceedings leading to networking and learning for attendees.

Cambridge, Massachusetts, United States

• Prepared orientations, learning vacations, and competition events for over 500 customers, hosted in Boston, Hawaii, Montreal, New York City, Puerto Rico, Washington, D.C., and San Francisco.
• Interacted directly with customers via e-mail, phone, and in person promoting valuable customer service.
• Coordinated with various teams to enroll customers on events establishing strong brand recognition.

Quincy, Massachusetts, United States

• Recognized by Management with two quarterly distinguished work ethic awards and an award for outstanding customer service.
• Strengthened customer service by assisting shopping needs, answering inquiries, and resolving complaints.
• Displayed end-caps with promotional merchandise to follow marketing strategy and stocked store shelves.
• Calculated inventory counts and ordered merchandise based on the results.