Rob Mortensen Email & Phone Number

Milwaukee, Wi, Us

New York, New York, Us

Mediant 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.

Developed 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.

Created 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.

Selected 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.

Comprehensive 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.

Accountable for developing positive client relationships.Served as primary client advocate regarding resource allocation and issue resolution.Managed clients' system enhancement requests

Managed 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.

Served 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.

Prepared 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.

Served 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.

Selected to participate in "Leaders of Tomorrow" programCompleted rotations in Investment Accounting, Portfolio Accounting, National Financial Data Services and DST Output Technologies

Assisted with custody conversionsMonitored status of pending dividend and interest payments Prepared "Cash Available" worksheets for assigned clients