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Client Relationship Manager Resume


  • Accomplished Trading and Client Service Professional with extensive experience in Finance and Information Technology. Demonstrated success in identifying optimizations and efficiencies, while further building customer relationships. Known for being a self - starter and the ability to work well on a team, with a strong attention to detail.



Client Relationship Manager


  • Coordinated and organized internal and external meetings with Clients, Senior Executives and Sales.
  • Project Management, tracked key initiatives using Excel, and provided regular updates to clients via status meetings, ensuring projects moved forward in a timely manner.
  • Oversaw all the daily operational workflow issues to properly diagnose and resolve in a timely manner, significantly improving customer relationships.
  • Managed internal relationships, with Sales, Product Management, and Operations, to drive forward strategic initiative and maintained client updates in Salesforce.
  • Identified any clients ‘at risk’ to assist with meeting ongoing needs for contract renewal.
  • Provided weekly spreadsheets using pivot tables and PowerPoint on status updates to management on client-based projects.
  • Led and resolved situations regarding client reconciliation, trading interfaces and billing issues.
  • Supported implementation of back office conversions between various vendors and clients.
  • Client liaison between 10 Tier 1 and 2 Clients and 40 Tier 3 Clients, Programmers, Sales and Account Managers and Senior Management.
  • Ensured customer satisfaction is achieved through courteous and effective communication, problem solving, and efficient processes.


Supervisor I Senior Portfolio Administrator


  • Provided a variety of support functions for 6 Portfolio Managers and Sponsors.
  • Developed procedures to ensure the SMA and WRAP accounts operate with minimal errors.
  • Implemented portfolio model changes, created block trades using APL and GIM2.
  • Traded over 3000 SMA accounts, executing up to 4 stocks in a day over 15 WRAP program sponsors.
  • Searched OFAC prior to opening new accounts, executed cash withdrawals, deposits and quarterly rebalancing.
  • Coordinated trading and allocation of executed trades on UMA and Master’s accounts.
  • Performed account maintenance for all SMA, UMA and DVP accounts, resolved trade breaks.
  • Supervised and handled daily cash and positions reconciliation for all SMA and WRAP programs.
  • Reduced dispersion across accounts to ensure Equity and Fixed Income positions are aligned.
  • Processed and traded all Tax Gain/Loss harvesting and maintaining Profit/Loss ledger.

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