Michael Rogerson Email & Phone Number

Braintree, Ma, Us

Braintree, Ma, Us

Braintree, Ma, Us

Braintree, Ma, Us

Boston, Massachusetts, Us

• Client Relationship Management:– Provided ongoing client relationship management and service in accordance with defined divisional strategies. – Consultatively worked with clients on plan re-designs and implementation of new investment options.– Facilitated monthly and quarterly review meetings with each client.– Provided on sight support for client’s annual financial reporting and ERISA 5500 requirements.– Cross sold additional products lines and services.– Analyzed and solved client issues related to their business requirements.– Negotiated fee schedules and managed profit and loss reports to meet or exceed NIBT margins.• Project Management:– Managed multiple, complex, new-client implementation projects that included coordination of conversion, transfer agency services, custody and fund accounting/administration.– Worked internally to support feedback on new technology enhancements for client needs.– Lead multiple internal projects related to derivatives, cash processes, daily valuation and employee development.– Leader of cross divisional working groups and process improvement committees.– Business liaison for GFAC, SSAE 16 and internal audit programs.– Reviewed and provided written responses on all RFP’s for new and existing clients.– Worked with marketing on new client opportunities and fee proposals.• Client Retention:– Maintained 100% client retention rate and achieved 100% referenceability from each client.– Received extremely positive feedback during the client annual NQR Surveys.– Provided clients with Key Performance Indicators on a quarterly or semiannual basis• Leadership:– Managed a staff of direct client service leads across multiple client types with over $150 billion in assets.– Mentored junior level staff from across the organization.

Boston, Massachusetts, Us

Managed ten daily valued defined contribution plans with over $85 billion in assets. Worked as the client’s main service contact for all the State Street services and business.• Client Service Management: Provided ongoing client relationship management in accordance with defined divisional strategies. Consultatively worked with clients on plan re-designs and implementation of new investment options. Provided monthly and quarterly service reviews with each client. Facilitated client issues or concerns across multiple internal processing teams. Cross sold additional products lines and services.• Project Management: Managed multiple, complex, new-client implementation projects that included coordination of conversion, transfer agency services, custody and fund accounting/administration.• Client Retention: Maintained 100% client retention rate and achieved 100% referenceability from each client.• Leadership: Mentored junior level staff from across the organization. Worked across the team to provide support and superior service for all our clients. Attended and complete an internal Advanced Leadership Program.

Boston, Massachusetts, Us

Led 16-member Custody/Fund Accounting Unit with 15-20 high-profile clients with over $100 billion in assets. Directed all aspects operations and relationship management including execution of daily valuation and cash-processing. Project lead of Business Continuity and Error Prevention Committees.• Client Relationship Management: Developed strong working relationships with clients’ benefit management teams across multiple large corporate companies. • Talent Management: Developed nine employees to promotional opportunities. .• Process Improvements: Conceived and implemented method for ensuring best practices were shared within the division; result was increased accuracy and timeliness. Facilitated review of procedures and controls with internal audit team which resulted in the highest possible rating. Increased productivity by 44% while exceeding goals for timeliness and accuracy

Boston, Massachusetts, Us

Responsible for client service and daily valuation for corporate 401 (k) Defined Contribution Plans. Managing a group of eight to ten employees. Facilitate internal training presentations for multiple staff levels

Boston, Massachusetts, Us

• Managed group of 7 employees to ensure all daily and monthly deliverables were met on time and accurate• Interacted daily with clients, record-keepers and internal support areas to resolve all outstanding issues• Administered quarterly performance reviews for all staff members

Boston, Massachusetts, Us

• Processed daily and monthly deliverables on time and accurate• Daily accounting for 401 (k) Plans

Bachelor Of Science In Business With A Concentration Management, Business Administration And Management, General

Business Administration And Management, General