Client Relationship Manager Resume

SUMMARY

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.

PROFESSIONAL EXPERIENCE

Confidential

Client Relationship Manager

Responsibilities:

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.

Confidential

Supervisor I Senior Portfolio Administrator

Responsibilities:

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.