Patricia Lacourse

Patricia Lacourse Email and Phone Number

Analyst @ Franklin Templeton
san mateo, california, united states
Patricia Lacourse's Location
Andover, Massachusetts, United States, United States
Patricia Lacourse's Contact Details

Patricia Lacourse work email

Patricia Lacourse personal email

n/a

Patricia Lacourse phone numbers

About Patricia Lacourse

Office professional with over 25 years of experience in operational management, most recently in the financial services industry. Exceptional communication and organizational skills with expertise managing demands of internal and external clients. Extensive experience supporting, developing and motivating employees for continuous process improvement.

Patricia Lacourse's Current Company Details
Franklin Templeton

Franklin Templeton

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Analyst
san mateo, california, united states
Website:
franklinresources.com
Employees:
11605
Patricia Lacourse Work Experience Details
  • Franklin Templeton
    Analyst
    Franklin Templeton Jan 2012 - Present
    Boston, Massachusetts, United States
    Ensure that the Transfer Agency adheres to all external regulatory rulings as well as internal proceduresReview and report unclaimed propertyCollaborate with outside vendor to locate lost shareholders and heirs to assist them in claiming their assetsWork with the Department of Labor with regards to assisting employees in claiming abandoned company retirement assetsCommunicate with brokers, shareholders, banks and outside agencies to resolve tax related issuesReview and process corrected client tax formsWork closely with Putnam’s Legal Department in order to resolve shareholder complaints or compliance issues
    View
  • Putnam Investments
    Senior Operations Supervisor
    Putnam Investments Jun 2006 - Jan 2012
    Andover, Ma
    Supervise various Dalbar award winning teams comprised of correspondence, processing and call center staffManage staff performance with ongoing quality, coaching, feedback and developmentCoordinate and prioritize production and staffing needsCollaborate with other business areas to cross train representatives on multiple functionsRecruit, interview and hire staffHandle escalated operational issues and ensure proper follow upDemonstrate leadership by acting as a role model Coordinate and manage project initiatives
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  • Putnam Investments
    Technical Coordinator - Premier Client Group
    Putnam Investments Jan 2002 - Jun 2006
    Andover, Ma
    Assist supervisor with all aspects of call center team management Perform quality monitoring and provide coaching and feedback Monitor service level and adherence on a daily basisProvide/organize ongoing product and operational trainingSupport and help execute team and company initiativesAssist with writing and delivering of performance reviews
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  • Putnam Investments
    Correspondence Specialist
    Putnam Investments Mar 2000 - Dec 2001
    Andover, Ma
    Provide both written and oral correspondence to brokers in response to complex transaction requestsManage and prioritize work to meet trustee standardsResearch and resolve complex issuesProvide assistance to call center regarding transaction and legal requirementsTrain and develop new representatives
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  • Lehigh Safety Shoe Co
    Office Manager
    Lehigh Safety Shoe Co Apr 1989 - Feb 2000
    Nashua, Nh
    Responsible for all aspects of daily office operationsSupervised and trained a staff of 10 employeesAccountable for client billing and collectionsMaintained and balanced petty cashScheduled route sales for a four state territoryProvided operational support to the Sales Department

Patricia Lacourse Skills

Mutual Funds Financial Services Call Centers Relationship Management Series 63 Customer Service Series 6 Microsoft Excel Process Improvement Vendor Management Time Management Business Process Improvement Contact Centers Leadership Microsoft Office Relationship Building Business Relationship Management Microsoft Access

Frequently Asked Questions about Patricia Lacourse

What company does Patricia Lacourse work for?

Patricia Lacourse works for Franklin Templeton

What is Patricia Lacourse's role at the current company?

Patricia Lacourse's current role is Analyst.

What is Patricia Lacourse's email address?

Patricia Lacourse's email address is pa****@****nam.com

What is Patricia Lacourse's direct phone number?

Patricia Lacourse's direct phone number is +161791*****

What skills is Patricia Lacourse known for?

Patricia Lacourse has skills like Mutual Funds, Financial Services, Call Centers, Relationship Management, Series 63, Customer Service, Series 6, Microsoft Excel, Process Improvement, Vendor Management, Time Management, Business Process Improvement.

Who are Patricia Lacourse's colleagues?

Patricia Lacourse's colleagues are Andrew Bockstein, Cmfc®, Tyler Leguidleguid, Satya Balanagu, Mohit Ahuja, Vishalakshi Masetty, Rashmi Yadav, Christopher V. Adams.

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