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Client Relationship/Project Manager

Woodbridge Township, NJ, 07095
June 25, 2019

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Scott Santorelli

Port Reading, New Jersey ***** ~ 732-***-**** ~


Dynamic business professional dedicated to combining extensive experience and broad knowledge base of diverse products in financial services, account management, banking, brokerage, and project management. Expertise in directing complex projects and leading project teams in achieving revenue, productivity, and quality improvements through well-managed, on-time projects. Strengths and core skills include:

Financial Services & Banking Operations Team Building

Relationship Management Account Management & Retention

Project Management Risk Management & Compliance

Employee Stock Option & Purchase Plans Process Improvement


A-Wags LLC

OFFICE MANAGER, 06/2018-present

Schedule appointments and respond to customer inquiries and pricing requests. Ensure all billing invoices are completed timely and accurately.

Key Achievements:

Updated and enhanced customer ERP database.

JPMorgan Chase


Highly accomplished in building and maintaining long lasting business relationships that achieve company goals. Charged with accountability for performing in-depth client reviews of account analysis, complex billing arrangements, KYC, and negotiating legal documents. Skillfully served as liaison between the company and its clients. Led new client onboardings and international account openings.

Key Achievements:

Expertly managed a portfolio of 20 high tier clients with annual revenue up to $500M.

Built and maintained a 95% client satisfaction rate.

Mentored and motivated a team of Client Service Representatives regarding complex inquiries and issues.

Generated revenue by cross-selling treasury products across multiple platforms.


Oversaw the complex installation of treasury cash management products including ACH, disbursements, liquidity, reporting, funds transfer, lockbox, SWIFT, and legal documentation. Initiated, planned, executed and controlled resources to achieve goals and meet specific success criteria.

Key Achievements:

Directed all aspects of the BONY merger conversion for highly sensitive clients complete with multiple complex product implementations.

Facilitated quarterly department audits for all implementation consultants; boosted efficiency and reduced rework rate by 20%.

Consistently achieved excellent client survey scores and business partner feedback.

Forever Green

ACCOUNT COORDINATOR, 02/2005-12/2005

Executed all aspects of account management and retention. Led business development initiatives. Participated in sales, customer relations, and strategic planning efforts.

Key Achievements:

Drove revenue growth in a competitive market and maximized sales.

UBS Financial Services


Provided direction to all facets of project management initiatives. Maintained sole accountability for managing numerous complex projects while consistently fulfilling deliverables on schedule and according to agreed specifications. Supervised and trained three Project Managers. Managed and motivated multiple teams and matrix levels while leading client kick-off meeting and conference calls, scheduling tasks, allocating resources, coordinating lifecycle testing, and documenting procedures.

Key Achievements:

Pioneered the launch of Fortune 500 corporate clients onto the equity plan production platform while overseeing the implementation from RFP inception to completion.

Managed Equity Edge to Transcentive database software conversions within a very aggressive time frame.

Administered asset transfers valued at over $100M.

Oversaw all aspects of medium to large scale multiple product equity plan (ESOP, ESPP, and Restricted stock) implementations.

Headed rollout of New Look and logo change website enhancements project.

Coordinated systematic UAT of new products with departmental testing and QA teams.


Bachelor of Arts, Economics – East Stroudsburg University, East Stroudsburg, PA


Former Board of Trustee at Royal Governor’s Mansion Historical Society, Perth Amboy, NJ

Member of Volunteer Match

Technical proficiency in MS Office

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