Scott Breitmeyer Email & Phone Number

Berwyn Pa

Malvern, Pa

* Responsible for providing front-line customer support, with emphasis on analyzing and interpreting daily/weekly deliverables to customers, business tracking and quality assurance analyses. * Managed weekly customer conference calls reviewing business issues/exceptions impacting weekly deliverables.* Monitored customer priorities as per the Service Level Guidelines, notifying management in advance of possible report card failure in order to make resources available.* Identify initiatives that arise in delivering on-going service to customers, design and implement approaches to address these issues for the customer.* Supported and participated in periodic reviews of service delivery with customers.

Oaks, Pa

The Account Manager position was responsible for managing the client relationship through the day to day service delivery model. As the Account Manager, I developed, maintained and expanded the client relationships with existing clients serving as the point of contact for the daily activities and initiatives for the client. The responsibilities included:Client Relationship:• Managed the overall client relationship and service model• Deepened and broadened relationships within the client as demonstrated by NPS • Created and managed client account plan • Developed an intimate understanding of the client’s business and objectives• Conducted annual business planning process with clients• Identified, resolved, and escalated critical issues • Collaborated with Relationship Management (where necessary) on client strategy.Project Management:• Managed key client projects (prioritized projects, identified new projects to be initiated, gathered resources, monitored milestones, performed business analysis)• Acted as liaison contact between core competency teams and clients• Managed client needs and issues with strategic partners • Opened new funds (classes, closings), coordinating activities within unit and relevant third parties• Coordinated fund mergers• Coordinated administrator/distributor conversions • Implemented new clients, new funds and new products • Prepared Board package

Oaks, Pa

- Serviced inbound telephone calls and correspondence requesting ETF product information - Supported outbound marketing campaigns to broker/dealers designed to promote ETF product line- Utilized knowledge of financial markets, ETFs and various mutual fund products to assist clients in decision-making to increase assets under management- Trained and developed new employees on ETF product

Master Of Science (M.S.), Sociology

Bachelor Of Arts (B.A.), Sociology, Magna Cum Laude