• Responsible for managing the relationship with the client • Works directly with clients on core or unique issues that can include product administration, design, training and troubleshooting.• Resolves client issues in a timely manner by performing research, local testing or by directing the client to the applicable documentation in-house; which can include on-line help.• Acts as an escalation point for problem resolution • Coordinates referrals to appropriate technical, professional or service personnel for appropriate services, repairs, training and follow-up.• Manage production issue list and monitor progress toward completing those items.• Expands overall technical support capacity; improves efficiency and quality of service.

● Lead the identification, analysis, and documentation of the current- and future-state business processes that require product development● Assess the cost-benefit profile of potential functionality to aid the business in rational prioritization● Document decisions, procedures, processes, and functional requirements to ensure consistent internal understanding of product features, capabilities, and evolution● Develop and maintain a high-quality backlog of functional requirements to drive product development● Develop, improve and oversee the review and validation of written specifications with the subject matter experts, data science team members, and other partners to ensure on-time completion with all necessary sign-offs● Provide status reports to management on an ongoing basis, stating progress, risks and issues

● Provide daily support and guidance to staff within their designated roles● Supervise daily operations of a dividends/pni team● Ensure the accurate and timely processing and authorization of all events assigned.● Adhere to all Departmental Procedures and Controls.● Escalate processing errors and potential risks to line manager upon discovery.● Responsible for managing client expectations through seamless services delivery● Ensure that operational controls are adequate and performed as required● Assist with team/dept projects and drive them to meet all deliverables.

● Analyze and interpret corporate action information for both domestic and global securities. ● Provide timely event notification to all clients.● Execute client’s instruction through custodians.● Process all stock, bonds, cash transactions upon receipt.● Research all out of balance transactions and process corrections promptly.

A management training program that entailed rotating between the various back office departments to learn the different stages of the trade life cycle