Second Vice President/client Account Officer
Managed staff to service and support large corporate pension fund clients. Provided direction to review client account and balance activity for accuracy, transaction correction, reporting delivery. Directed staff activities for cash management, account opening, documentation compilation and training. Supported product areas to negotiate client service changes and delivery timeframes. Monitored client receivables, contributions, and expense payments. Posted transfers and directed investments in private equity and funds. Single point of contact for client matters for all administrative and support management. Conducted staff performance appraisals and administered salary actions.
- 100% client reference quality contributing to sales team new business wins.
- Assembled and managed a dedicated team of professionals to support a dissatisfied franchise client while retaining revenue and enhancing reference quality.
- Established billing templates for client receivables making the client reconciliation process easier to reconcile and make payments quickly.
- Converted large corporate pension clients with significant service issues into extremely satisfied clients.
- Provided staff system training and backup support.
- Enrolled clients in automatic debit of fees; reduced collections by 45 days.