Johanna H
Client Services Associate @Old Peak Finance
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WORK HISTORY
Client Services Associate @Old Peak Finance
Maintain a strong, proactive and positive relationships with our clients and prospects • Manage the onboarding and transfer of assets of high-net-worth individuals to our custodian • Liaise with our custodian, Schwab, to properly fill out paperwork and maintain client accounts • Prepare and review all new account paperwork to ensure documents are complete and in good order • Verify and track incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved as expected • Prepare client subscription and redemption of alternative investments documents • Maintain and improve the Orion, RedTail, eMoney and Net Documents databases • Analyzed business processes and made recommendations that improved and streamlined the process • Facilitated a cybersecurity project with our vendors to assess security policy and impact • Successfully co-planned and executed a client appreciation event
EDUCATION
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.)
Wake Technical Community College
Associate in Arts
ABOUT JOHANNA H
I am a service professional who combines my analytical and creative sides to solve…
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