I.U. Men's Varsity Track and Field Participated in long jump and sprints, which required time management skills and a determined work ethic. Phi Delta Theta Fraternity Represented the fraternity in the Little 50 running event, which helps raise money for student scholarships. Big Brother Big Sister Program at Northern Trust Mentor an at risk high school student to promote positive youth outcomes.
Senior Client Service Manager, 04/2016
to Current The Northern Trust Company Insurance Solutions Group – Chicago,
Administers trust and custody relationships for insurance companies.
Executes daily client activity, oversees transaction processing, handles inquiry resolution, obtains appropriate documentation, and ensures client information is up-to-date.
Ensures accurate set up and review of fees.
Documents services descriptions, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.
Assists relationship managers in developing additional business, making client presentations, and coordinating the servicing team.
Monitors trust operations and accounting activities to ensure reporting is reflected accurately.
Coordinates the set up of account openings and restructures.
Researches client records, contracts, agreements to respond to inquiries.
Technical Coordinator (Officer) Investment Manager, 01/2015
to 04/2016 Liaison Group
Responsible for the daily service management of 25 client appointed investment manager relationships.
Ensure the servicing team delivers on daily tasks and manages operational risk.
Provide leadership and guidance to the servicing team, encourage employee participation, teamwork, and active communication.
Key point of contact for any escalated issues.
Research and analyze complex investment manager/client inquiries.
Facilitate solutions and identify operational efficiencies.
Ensure staff is trained and updated on new or existing products and services.
Work closely with internal partner areas to ensure smooth service delivery and actively participate in projects that improve investment managers' satisfaction or efficiency.
Provide input into performance management, career development processes, and staffing.
Senior Client Service Representative -Investment Manager, 10/2012
to 01/2015 Liaison Group
As custodian, serve as primary contact for 20 third party investment managers for over 500 corporate and institutional accounts.
Primary contact for any escalated issues.
Ensure high trade volume, corporate action events, and cash movements are processed in an accurate and timely manner to avoid potential losses.
Observe and manage the team's daily workflow to ensure all inquiries and daily reports are completed each day.
Mitigate risk by conducting overdraft and failing trade reports on a daily basis.
Research and collaborate with internal departments to reconcile income and par breaks between the investment managers.
Identify service efficiency enhancements and process improvements to provide better service to the investment manager.
Senior Client Service Representative, 01/2012
Answer 30-50 online inquiries for banking, brokerage, and wealth management clients.
Enhance client satisfaction by cross-selling online features and banking products.
Service clients by initiating transactions, providing account information, and fulfilling maintenance requests.
Analyze online reports and applications to identify any account discrepancies and escalate inquiries to the appropriate department for resolution.
Prioritize outstanding issues effectively by multitasking in a fast paced environment.
Provide computer troubleshooting, navigational, and sign on assistance for company's online product.
Identify and recommend product and internal processing enhancements to management that are beneficial to the client.
ACTIVITIES AND HONORS Dean's List Received the Dean's List Award for two years in achievement of a GPA above 3.5/4.0. I.U. Men's Varsity Track and Field Participated in long jump and sprints, which required time management skills and a determined work ethic. Phi Delta Theta Fraternity Represented the fraternity in the Little 50 running event, which helps raise money for student scholarships. Big Brother Big Sister Program at Northern Trust Mentor an at risk high school student to promote positive youth outcomes.
Bachelor of Science: Business Finance,
August 2010 Indiana University, Kelley School of Business - Bloomington,
IN Business Finance Study Abroad, Università Bocconi and Università Cattolica, Milan, Italy