Rachel Ossmann Email & Phone Number

United States

• Answer customer inquiries, primarily over the telephone or e-mail relating to Trust accounting system functionality and/or capabilities.
• Educate clients on various FIS processes and procedures assisting with awareness, navigation and self-help.
• Conduct regularly scheduled status calls with client to discuss important key service topics, to review projects in client’s queue and to discuss available service offerings.
• Coordinate meetings with Operations Supervisors for troubleshooting of specific issues that impact the client.
• Provide project management support, including participating in project kickoffs to ensure understanding of project expectations and scope, monitors target dates and guides client through the implementation process.
• Assist in the development and testing of system and operational procedures on behalf of the client.

Green Bay, Wisconsin Area

• Coordinate conversions and projects for the Mutual Fund departments.
• Lead analysis, testing, communication and coordination between the various trust departments, FIS and outside providers.
• Oversee the successful conversion/de-conversion of outsourcing clients, mutual fund clearing & mutual fund stand-alone clients, migration clients, new business and acquisitions as well as coordination and.
• Conduct setup & review of new fund accounts with the mutual fund companies.
• Troubleshoot and research any issues that arise for the various mutual fund departments, working directly with fund companies and contra firms as necessary.
• Initiate and lead development and rollout of new initiatives including procedure development, webinar training, and project testing/implementation.

Green Bay, Wisconsin, United States

• Serve Mutual Fund Companies, Brokerage Firms and/or prior custodians to coordinate, document and monitor the Mutual Fund Free Receipt activities, both manually and through the ACATS system.
• Lead the development and rollout of new initiatives including procedure development, webinar training, and project testing/implementation.
• Train new team hires according to published procedures and best practices
• Support the Mutual Funds Conversions Team with fund account setups, dealer updates, and conversion/deconversion duties as needed.

Green Bay, Wisconsin, United States

• Assist cross functional teams with transfer verifications, fund account setups, system updates, file maintenance, conversion/deconversions, and reconciliations.