Ryan Schnell Email & Phone Number

San Francisco Bay Area

• As part of a team, performed setups, maintenance, and prepared quarterly invoices for over 6000 client accounts with accuracy and quality.
• Acted as a contact for investment managers and client service regarding billing matters and ensured all inquiries were answered completely and in a timely manner
• Dealt with multiple custodians and a high number of unique and complex billing scenarios
• Ensured accounts were set up and billed correctly according to company standards and compliance regulations
• Continually took on increased responsibility including successfully completing the transition of over 2000 accounts and a new billing software to our team

• Set up new investment management accounts on the Advent APX portfolio management system.
• Performed the new account set up process multiple times a day in a detail oriented and accurate manner
• Scrutinized and verified data to ensure the accuracy of the accounts being opened
• Worked with portfolio managers and client service representatives to provide an efficient new account process with the goal of providing extraordinary service to our clients
• Was continually involved in finding ways to improve and streamline the new account process including modifying our workflow and using increased automation

• Assisted with the company’s transition to a new corporate online website. Learned banking procedures as well as technical aspects of online banking to become a source of knowledge.
• Assisted clients and internal parties with online banking issues over the phone and via email
• Consistently provided extraordinary service
• Was directly involved with projects including mass mailings and outbound calling

Jeongsan Elementary School

Thunderbird Winter Sports Centre

Ba, Geography

Education record