Erica Conroy

Provided inquiry and operational support to internal and external clients on complicated and complex issues regarding fund setup and trading cash and trades.

Provided support for various client-facing applications, set up, training, resolving data integrity issues, assisting with new product rollouts.

Maintained detailed and accurate records of all research and client follow-ups and a high level of personal and professional conduct.

Worked directly with investment managers in trading in multiple instruments and products.

Worked closely and collaborated with the internal service teams to resolve issues raised and collaborated to build a cohesive service delivery model while identifying the need for escalation of issues. Maintained strong client and inter-departmental relationships.

Followed all relevant regulation & internal procedures, maintained quality and internal controls for all team deliverables.

Trained and coached junior staff and new employees to the team to provide guidance and support on technical, professional and client issues.

Online support for various client-facing applications, set up, training, resolving data integrity issues, assisting with new product rollouts.

Handled escalated client calls from shareholders.

Provided support with the purchase and sale of shares of stock held at the transfer agent