Robert Simms Email & Phone Number

Baltimore, Maryland, United States

Baltimore, Maryland, United States

• Providing support to more senior staff members and associates to collect and analyze data based on predefined procedures. Develops capabilities in data sourcing.
• Identified enhancements to our intake request process to better accommodate ad-hoc requests for internal partners and external clients, resulting in an improvement to client service, deliverable quality, and higher.
• Facilitating and serving as a subject matter expert in business partner meetings regarding investment strategies, data, and individual client requirements.
• Responsible for responding to client queries and providing consultative service in regard to new and pre-existing deliverables.
• Onboarding mentor of reporting specialist new hires

Baltimore, Maryland, United States

• Responsible for completing complex client reporting packages, including working with external clients on client requirements, data and content resolution, direct and negotiate the timing of content and data with.
• Independently manage end-to-end production/distribution of investment and client report packages
• Perform quality control for relevance and consistency across deliverables in accordance with TRP Standards
• Subject Matter Expert on new client reporting systems including requirements gathering, testing, and roll out
• Improved reporting documentation and process resulting in a decrease in turnaround time and an increase in report quality
• Client reporting systems liaison between systems developers and reporting specialists

Baltimore, Maryland, United States

• Processing incoming and outgoing paperwork including mail and facsimiles
• Support client service associates and operational personnel
• Checking inbound client documents for accuracy, notating all activities on the account, and submitting accurate forms for final processing to service center
• Make outbound contact both in writing and verbally with clients concerning paperwork

Baltimore, Maryland Area

• Assist patrons and staff to properly follow rules, remain safe, and maintenance the pool
• CPR, First Aid, AED, and Pool Operators Certification

Master Of Business Administration - Mba, Finance, General

Bachelor Of Business Administration - Bba, Investment And Finance