Shraddha S.
Proxy Advisory | Corporate Governance | ESG | CFA L1 Candidate
- Role
- Senior Client Services Manager at Glass, Lewis & Co.
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Experience
Senior Client Services Manager
Sep 2021 — Present · San Francisco, CA, US
Manage client portfolios of annually including a few of the largest US client portfolios- Oversee over AGMs annually to ensure all ballots are voted on time and correctly based on custom client policies and deliverables- Tailors’ software-as-a-service (SaaS) platform Viewpoint per client specifications to create an actionable, personalized portfolio to enhance client interaction through a seamless workflow- Presents software demonstrations for prospective and existing clients, and leads training initiatives and meetings internally and with the clients- Owns relationships with Wealth and Portfolio Managers to drive daily operations providing managers with reports and key data on a monthly, quarterly, and annual basis along with statistics to guide their decisions- Develops customized controls internally per specific client needs to ensure their submitted data is accurate and in line with their policies- Delivers analytical data based on voting history to help clients continually update policies ad drive new trends in various markets- Educate clients on the latest Environmental, Social, and Governance (ESG) criteria and best practices to position clients for success- Participate and support the management team in client meetings and annual due diligence reviews focused on service and compliance- Provide oversight to daily tasks and standard processes and serve as a role model and mentor for Client Service Associates and Client Service Managers and- Ensure client SLAs are being met and escalate when an exception arises. Establish formal touchpoints with clients to determine objectives and track service performance.
Education
University of Leicester
MSc, Bioinformatics
2008 — 2009
University of Mumbai
B. Pharm, Pharmacy and Pharmaceutical Sciences
2002 — 2006
Welingkar Institute of Management
Master's degree, Industrial Mgt
2006 — 2007
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