Kristopher Oliver
Experienced Client Services & Operations Professional
- Role
- Client Service Manager, Regulatory Data and Communications at Broadridge
- Location
- Nashua, NH, US
- LinkedIn followers
- 500 followers
About Kristopher Oliver
Energetic, Enthusiastic, client-focused professional with strong experience in client…
Experience
Client Service Manager, Regulatory Data and Communications
May 2008 — Present · Andover, MA, US
Provided timely first response to clients’ reported problems and inquiries • Communicated planned enhancements and content of product deliverables to clients to help them understand impact and benefits• Responded to, diagnosed, and recommended best practices through discussions with product users.• Simulated user problems to resolve operating difficulties.• Developed strong knowledge of the functionality and inner workings of all company products to become subject matter expert to resolve clients functional issues• Effectively used problem management data base metrics to provide guidance on operational issues.• Recommended system modifications to reduce user problems and to institute best practices for more efficient client use• Responsible for coordinating large scale regulatory print mailings for Variable Annuity and Retirement clients
Skills
- Mutual Funds
- Alternative Investments
- Strategic Planning
- Team Building
- Business Analysis
- Asset Managment
- Securities
- Finra
- Series 7
- Portfolio Management
- Edgar Filings
- Relationship Management
- Investments
- Salesforce.com
- Edgar
- Investment Management
- Recruiting
- Business Development
- Wealth Management
- Financial Services
- Project Management
- Series 63
- Insurance
- Series 24
- Fixed Income
- Transfer Agency
- Vendor Management
- Wealth Management Services
- Equities
- Asset Management
- Prospectus
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