Robert Moyle Email & Phone Number

United States

Created and kept high profile clients in the Investments Dept of New York Life Mutual Funds.I was - Managing a team of 5-10 Staff members• Ensure quality service provided to all internal and external customers• Handle and troubleshoot high level inquiries and/or issues from Mainstay Funds Shareholders• Departmental liaison for internal departments and outside vendors• Serve as a key contact for brokers seliing MainStay Funds• Maintain corporately mandated service levels and communicate productivity goals on a daily basis to team members• Hire, train and mentor customer service representatives• Write and execute mid-year and annual reviews to team. Areas of Expertise: System upgrades/updates and technology integration. Vendor relations from accounting systems to banking relationships. Standard Operating Procedures Reconciliation and budgeting Compliance and regulatory  Business Contingency / Disaster Recovery Records Management

Serviced the Broker Dealer community who sold Alliance Funds