Rob Mortensen Email and Phone Number
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I am a talented and focused Financial Services Relationship Management professional with experience in leading a team to provide top-tier clients with extraordinary account management services. I am also adept in implementing long-term strategic planning and quality management concepts in collaboration with clients. Self-motivated and self-directed, I have outstanding critical thinking and creative problem-solving abilities. I'm also skilled in initiating and implementing innovative improvements that drive company and client goals. My colleagues can count on me to:• Develop and retain strategic clients for growth and loyalty• Lead cross functional teams and business units to meet client and firm goals• Lead negotiations resulting in mutual success and long-term relationships • Be honest and ethicalExperienced in:Account Management|Relationship Management|Strategic Planning|Client On-boarding|Consensus Builder|Process Improvement|Sales|Customer Service|Salesforce|Client Advocacy|Operations|Problem Solving|Vendor|Coaching|Mentoring|People Management|Associate Development|Sales Support|Quality Service|Public Speaking|Legal Agreements |Microsoft Office | Mentoring
Mediant
View- Website:
- mediantinc.com
- Employees:
- 130
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MediantMilwaukee, Wi, Us
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Regional Manager, Broker SolutionsMediant Feb 2020 - PresentNew York, New York, UsMediant provides technology that is smarter, faster and better to help our broker, issuer and fund clients take control of their investor communications in a transparent and seamless way. We help broker-dealers comprehensively manage proxy, post-sale prospectus, regulatory and voluntary corporate actions. We provide corporate issuers with turnkey proxy processing and we empower mutual funds, REITs and insurance companies with a full-service, end-to-end proxy solution.
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Executive Vice President, Director Of Client ServicesUmb Fund Services Nov 2014 - Mar 2019Developed a client-focused and productive team atmosphere that resulted in consistently high client satisfaction scores.Used personalized coaching skills to develop direct reports resulting in a cohesive team atmosphere and a 100% Manager Engagement score.Implemented account planning protocol resulting in enhanced client intelligence.Implemented Client Service component to enterprise Salesforce allowing for greater efficiency and holistic approach to account management.Served as a member of the senior leadership committee providing input for the firm's strategy.
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Global Relationship ManagerUmb Fund Services Aug 2013 - Nov 2014Created a Prospect Bio form for sales to use to share details with other Line of Business heads resulting in deeper prospect intelligence.Successfully negotiated renewals locking in more positive revenue flows for organization.Installed a Governance program establishing service level agreements.
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Engagement ManagerThomson Reuters Apr 2011 - Aug 2013Selected for newly created strategic position to provide stellar level of client services for enhanced long-term client care.Identified opportunities to deliver additional value to client relationships.Provided ongoing management with full back office and front office support to selected accounts.Developed and executed appropriate governance model to ensure consistent service across all levels.Provided oversight and direction for a team of Relationship Managers.Provided oversight and direction for the successful on-boarding of new clients.- Successfully negotiated multi-million-dollar contract renewals.
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Engagement ManagerBetanxt (Formerly Thomson Reuters) 2006 - 2011Comprehensive accountability for client relationship and satisfaction levels.Provided focused interactions with client-side senior executives with a dedicated emphasis on understanding of client's goals. Promoted various product lines to meet client needs.Prepared business reviews and communications for executive review.
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Service ManagerBetanxt (Formerly Thomson Reuters) 2000 - 2006Accountable for developing positive client relationships.Served as primary client advocate regarding resource allocation and issue resolution.Managed clients' system enhancement requests
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Client Relations Group ManagerUmb Fund Services (Formerly Known As Sunstone Financial Group) 1999 - 2000Managed team of seven associates within the Transfer Agency division.Reviewed annual prospectuses for policy accuracy.Managed relationships with outside vendors.Oversaw the production of clients' shareholder statements and confirms.
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Client Relations ManagerUmb Fund Services (Formerly Known As Sunstone Financial Group) 1996 - 1999Served as primary contact for mutual fund clients.Handled escalated shareholder disputes.Provided fund training to Call Center staff.Monitored and ensured client projects were completed timely and on budget.
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Custody Operations AnalystU S Central Credit Union 1994 - 1996Prepared annual budgets and analyzed achievement rates.Served as company's liaison to sub-custodian bank, Chase Bank.Performed audits of department procedures and summarized findings for senior management.Led internal team through new platform selection process.
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Custody Unit ManagerState Street Global Services (Formerly Known As Investors Fiduciary Trust Company) 1993 - 1994Served as company liaison between Investors Fiduciary Trust Company (IFTC) and United Missouri Bank (UMB).Full accountability for any related settlement issuesCoordinated all custody conversionsMonitored status of all IFTC initiated projects.
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Management TraineeState Street Global Services (Formerly Known As Investors Fiduciary Trust Company) 1992 - 1993Selected to participate in "Leaders of Tomorrow" programCompleted rotations in Investment Accounting, Portfolio Accounting, National Financial Data Services and DST Output Technologies
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Senior Custody AdministratorState Street Global Services (Formerly Known As Investors Fiduciary Trust Company) 1988 - 1992Assisted with custody conversionsMonitored status of pending dividend and interest payments Prepared "Cash Available" worksheets for assigned clients
Rob Mortensen Skills
Rob Mortensen Education Details
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University Of Nebraska-LincolnBusiness Administration
Frequently Asked Questions about Rob Mortensen
What company does Rob Mortensen work for?
Rob Mortensen works for Mediant
What is Rob Mortensen's role at the current company?
Rob Mortensen's current role is Financial Services Professional | Consensus Builder| Client Advocate | Strategic Planning | Self Directed | Coach |.
What is Rob Mortensen's email address?
Rob Mortensen's email address is rm****@****aol.com
What is Rob Mortensen's direct phone number?
Rob Mortensen's direct phone number is +126268*****
What schools did Rob Mortensen attend?
Rob Mortensen attended University Of Nebraska-Lincoln.
What skills is Rob Mortensen known for?
Rob Mortensen has skills like Financial Services, Leadership, Crm, Management, Vendor Management, Relationship Management, Process Improvement, Strategic Planning, Business Analysis, Account Management, Project Management, Salesforce.com.
Who are Rob Mortensen's colleagues?
Rob Mortensen's colleagues are B. Rose, Jeff Schladweiler, Charese Dempsey, Vincent Misiano, Stephen Bass, Paul Oloumi, Scott Putnam.
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