Client Account Manager Resume St. Louis, MO - Hire IT People

PROFESSIONAL EXPERIENCE:

Confidential, St. Louis, MO

Client Account Manager

Responsibilities:

Actively monitor, evaluate, and support client relationships to ensure timeliness, accuracy, and responsiveness in maintaining a very high level of client and donor satisfaction.
Responsible for the oversight of the trust administration life cycle processes, including tax - related reporting deliverables for our clients’ Charitable Trusts, Charitable Gift Annuity Pools and Pooled Income Funds.
Lead in researching, establishing, and documenting trust administration policies and service standards internally and with clients.
Identify, research, and solve individual trust issues. Ensure adherence to the terms of trust documents.

Confidential, St. Louis, MO

Client Relationship Lead

Responsibilities:

First point of contact for over 40 client firms as their trusted expert and advocate.
Trained clients on operational aspects of the Investment Advisor business.
Handled all communication between custodians and clients.
Processed account paperwork in order to establish and maintain client accounts.
Processed all cashiering items, check distributions, wires, ACH’s and transfers.
Monitored pending account transactions and maintenance requests.

Confidential, St. Louis, MO

Loan Monitoring Specialist

Responsibilities:

Monitored and managed credit quality and data integrity of assigned credit relationships to facilitate a sound credit portfolio.
Tracked and reviewed credit documentation to ensure timely loan monitoring with exposure reviews.
Tested loan covenants within their assigned loan portfolio.
Recommended waivers and amendments, to loan terms to address credit or operational risk issues.

Confidential, St. Louis, MO

Small Business Specialist

Responsibilities: