Kathi Downing
Hudson,MA
Summary
Detail-oriented professional with extensive experience in client service and financial documentation coordination. Known for effective interpersonal communication, issue resolution, and maintaining strong client rapport. Ready to leverage expertise to enhance client experiences and operational efficiency.
Overview
27
27
years of professional experience
Work History
Client Service Associate
Focus Partners Wealth LLC/GW & Wade LLC
06.2012 - Current
- Developed and maintained strong client relationships through personalized communication and support.
- Coordinated financial documentation and ensured timely processing for client transactions.
- Managed team with $252M AUM.
- Handled scheduling of client meetings, optimizing time allocation for advisors and clients.
- Preparing account applications, asset-transfers, and forms for account changes and money movements.
- Drafting correspondence to clients and communicating by telephone and email.
- Assisting with the income tax return preparation process, e.g.,scanning data, sending copies of returns to clients, etc.
- Following through on administrative processes start to finish and keeping clients updated.
- Ensuring cash is available, requesting checks, and preparing quarterly mailings with vouchers for estimated tax payments.
- Maintaining electronic and physical records and keeping client information up to date.
- Reviewing quarterly invoices for accuracy, initiating direct debits, and communicating fees.
- Assisting compliance team by staying up to date on protocols and adjusting procedures as they evolve.
- Processing qualified charitable distributions and ensuring all RMDs are distributed by year end.
- Witness estate, financial and other legal documents.
Executive Assistant
Media Group Investors, LP/Media Group Research
06.1999 - 06.2012
- Handled confidential and sensitive information with discretion and tact.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Ensured smooth daily operations through consistent maintenance of office equipment, troubleshooting issues when necessary.
- Used advanced software to prepare documents, reports, and presentations.
- Managed travel arrangements, optimizing itineraries for maximum productivity and cost-effectiveness.
Skills
- Interpersonal and written communication
- Professionalism and etiquette
- CRM software usage
- Client relationships
- Salesforce
- Client onboarding process
- File management
- Meeting deadlines
- Funds transfers
- Data entry proficiency
- Computer skills
- Organizational skills
Timeline
Client Service Associate
Focus Partners Wealth LLC/GW & Wade LLC
06.2012 - Current
Executive Assistant
Media Group Investors, LP/Media Group Research
06.1999 - 06.2012