Day-to-day client service contact for top-tier global insurance clients, supporting internal Client Advisors and Investment Specialists – acting as voice of the client into the business.Oversee account opening process from beginning to end to ensure efficiency and seamlessness. Handle review of legal, regulatory, and operational requirements, including the negotiation and execution of the investment management agreement. Coordinate with custodians, transition managers, and consultants for effective and timely funding of cash and securities.Point of contact for all non-investment related issues and activities – legal, operational, regulatory, audit, due diligence, etc. Coordinate with client to ensure cash additions and withdrawals are communicated properly and reflected in JPMAM’s trading systems.

Successfully managed a team opening hundreds of accounts in dozens of investment strategies on a daily basis, and manage projects relating to business analysis, account management, fee billing, and prospecting new clients.Provided support for Sales Teams, Trade Coordinators, Reconciliation, and Billing Teams to grow client relationships and drive revenues of various WRAP/UMA/Separately Managed Account (SMA) products.Maintained organized databases of client information, communications, and issues including various weekly, monthly, and quarterly reports.Worked directly with senior management and project management to improve/streamline various system and process enhancements to increase efficiency and productivity while controlling risk. Resolved escalated issues with financial advisors and sponsor back offices.

Contributed to the initial launch of Dual Contract program: constructing business strategy, compliant processes and procedures, implementing every aspect of the business (sales, onboarding, implementation, maintenance, and billing).Supported communication between JPMorgan Funds Sales Teams, operations, and numerous financial advisors to onboard accounts.Received ‘Managed Accounts Client Service Award’ and won ‘Red Carpet Service Recognition’ Contest for excellence in client services.

Led outsourced operations for Brandywine Global Asset Management’s 5400+ WRAP managed accounts.Liaison between financial advisors, sponsor operation teams, consultants, and traders providing support and information on opening all new accounts and dealing with all account maintenance.

-Vault Specialist Assisted in managing and reconciling $12 billion in safekeeping assets.-Operations SpecialistResponsible for daily transactions for various types of physical securities.

Contributed to Distributed Training Technology Project (DTTP) Business Plan performing cost analysis, researching prices for PCs, various software, and network capabilities.Edited, organized, and prepared several deliverables including the Monthly Project Status Report.