Peter Rhoades Email & Phone Number

1. Administers trust and custody relationships for insurance companies.2. Executes daily client activity, oversees transaction processing, handles inquiry resolution, obtains appropriate documentation, and ensures client information is up-to-date. 3. Ensures accurate set up and review of fees. 4. Documents services descriptions, specialized procedures, and.

Chicago

• Responsible for the daily service management of 25 client appointed investment manager relationships.
• Ensure the servicing team delivers on daily tasks and manages operational risk.
• Provide leadership and guidance to the servicing team, encourage employee participation, teamwork, and active communication.
• Key point of contact for any escalated issues.
• Research and analyze complex investment manager/client inquiries. Facilitate solutions and identify operational efficiencies.
• Ensure staff is trained and updated on new or existing products and services.

Chicago

• As custodian, serve as primary contact for 20 third party investment managers for over 500 corporate and institutional accounts.
• Ensure high trade volume, corporate action events, and cash movements are processed in an accurate and timely manner to avoid potential losses.
• Observe and manage the team’s daily workflow to ensure all inquiries and daily reports are completed each day.
• Mitigate risk by conducting overdraft and failing trade reports on a daily basis.
• Research and collaborate with internal departments to reconcile income and par breaks between the investment managers.
• Identify service efficiency enhancements and process improvements to provide better service to the investment manager.

Chicago

• Answer 30-50 online inquiries for banking, brokerage, and wealth management clients.
• Enhance client satisfaction by cross-selling online features and banking products.
• Service clients by initiating transactions, providing account information, and fulfilling maintenance requests.
• Analyze online reports and applications to identify any account discrepancies and escalate inquiries to the appropriate department for resolution.
• Prioritize outstanding issues effectively by multitasking in a fast paced environment.
• Provide computer troubleshooting, navigational, and sign on assistance for company’s online product.

Bachelor Of Science In Business, Finance

Activities and Societies: Phi Delta Theta, I.U. Men's Track and Field

Study Abroad

Acquired international business knowledge and adapted to Italian culture through participation in international finance projects and.