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Senior Account Manager

Accounting & Finance

High performing individual who thinks out of the box with 7+ years of experience as an account manager in the financial services industry. Highly skilled in data reconciliation, data management, report generating, and building relationships with clients. Exceptional analytical and interpersonal communication skills. Adept in  assessing client needs, developing options and presenting recommendations. I work well on a team as well as on an individual basis as needed.  Enthusiastic to succeed with motivation and drive to be a leader of industry.

Currently I perform account management services for Back Office Support Service, a pioneer in outsourced support of independent investment advisors. I specialize in the PortfolioCenter software developed by Schwab. I am looking for a salaried position with a firm where my MBA Degree and Bachelor of Science degree in Business Administration with an emphasis in Finance,  along with my experience in the industry can help the company achieve strategic business objectives.

-Manage a team of 15 employees
-Adept with PortfolioCenter Software by Schwab
-Trouble shoot problems for firms account managers
-In charge of all new client database set up
-In charge of researching all corporate actions and creating instruction documents for the firm on how to best process the corporate actions
-Perform comprehensive audits on databases and report findings and recommendations
-Prepare quarterly billing and performance reports and handle specific financial advisor requests
-Perform daily upkeep of financial advisors database: Daily reconciliations of database, daily processing of data, 
-Responsible for database conversions and one time projects
-Manually enter data from custodians to rebuild historical data
-Correct processing of corporate actions
-Provide detailed and informative answers to advisor related questions and requests
-Knowledge of financial institutions and transactions to ensure accurate accounting and reporting
-Provide excellent customer service to firms clients

-Prepare quarterly billing and performance reports and handle all financial advisor questions and requests
-Perform daily upkeep of financial advisors database, from daily reconciliation to generation of historical data from custodians
-Responsible for database conversions and one time projects
-Correct processing of corporate actions
-Maintain knowledge of financial institutions and transactions to ensure accurate accounting and reporting
-Provide excellent customer service to firms clients

Account Manager

-Consulted with clients and businesses about banking, securities, insurance and related services
-Provide high level client service and investment advice to academic professionals regarding retirement accounts and planning
-Tailored financial advice on investments and purchases of financial products to best suit each customer’s needs
-Meet with clients regularly to manage needs and financial situations
-Sought opportunities to grow business and drive sales by developing a strong client base
-Earned SEC Series 6, 63 licenses and California Life Insurance license

Financial Services Representative

Find out detailed information about Ross Foster, Senior Account Manager in San Marcos, CA

Ross Foster: Senior Account Manager in San Marcos, CA

Ross Foster

Golden Gate University

Sonoma State Univeristy