Supervise, coordinate and manage company’s Client Management process as well as functions.
Manage all asset management applications atmosphere.
Direct and lead CRM and various main database management systems.
Utilize internal and third-party systems as required.
Develop and manage entire information as well as applications pertinent to data plus analytics.
Assist Portfolio Managers as well as Marketing Materials.
Supervise team to coordinate Head of Business Development.
Develop an effectual systems environment to better leverage entire relations throughout firm.
Support IT Infrastructure Team with systems assistance throughout Windows environment.
Lead and direct customer service teams to assure achieving company, team as well as individual goals.
Establish service delivery processes resulting in customer success.
Develop trust with customers to ensure long-term relations.
Represent customer’s perspective to entire Executive Management Team.
Anticipate, identify and present as necessary all problems requiring managerial attention.
Comply with established rules to assure best solutions are executed inclusive of delivery challenges.