Robert Valle Email & Phone Number

United States

New York, NY, US

• Responsible for overseeing end-to-end client relationships, including onboarding, implementation, training, and ongoing support toenhance adoption and value. Focusing on ensuring retention and maximizing customer.
• Acknowledge and respond to client inquiries in a prompt manner while coordinating with internal and external teams, as needed.
• Establish a trusted advisor relationship with several client services teams to maintain and develop successful strategies, best practices,policies, and procedures that aligned with organizational and department.
• Maintain investor records across multiple internal and external systems.
• Disseminate fund & investor correspondence (capital call, distribution, partner capital statement and other sponsor communications)across 10+ investor portal platforms.

Denver, Colorado, US

• Collaborated with other departments in fund services to create a proprietary investment deck to be used to educate clients and provide future investors with relevant market information.
• Helped retail clients understand mutual funds, and tax concepts, and transfer wealth for a variety of investment accounts in and out of Janus Henderson.
• Used existing and upcoming product knowledge to match investors with investment options.

• Collaborated with engineers, architects etc. to determine the specifications of the project, planned all construction operations, and scheduled intermediate phases to ensure deadlines were met.
• Negotiated contracts with external vendors to reach profitable agreements and obtained permits and licenses from appropriate authorities.

• Accounts Payable: Manage, pay, and maintain a majority of 30+ different vendor accounts, 25+ active loans with 12 different financial institutions, 5+ Credit Cards, and 65+ recurring bills.
• Accounts Receivable: Process most of the cash management through 65+ distribution checks, 22+ commercial rent checks, and 28+ payments from various business entities. Average monthly handling is 115 checks for $1.1.
• Helped improve many office and accounting processes that resulted in better efficiency and more productivity as a team.
• Actively collaborate as a team to improve and grow company brand and public image for new projects.

Atlanta, GA, US

• Navigated through several technical support systems to find solutions, performed trouble shooting on client’s equipment, educated and assured customer satisfaction.
• Actively searched for ways to introduce company products to create opportunities for sales and improve efficiency in our client’s own day to day operations

Milwaukee, WI, US

• Provided consultation on wealth and asset income protection, retirement planning, investment advisory services.
• Educated clients on products that include life insurance, disability income, and long-term care insurance; annuities; investments; and investment advisory products and services.