Customer Service Professional Experience

Damaris Gilmour 508-***-****

*** ****** ******, *********, ** 02703 acz2li@r.postjobfree.com

Linkedin.com/in/Damaris-gilmour-a110294

Career Overview

Accomplished bilingual professional with experience in the financial sector, within industry leaders applying skills and knowledge across concentrations including but not limited to: Client on-boarding, Contract administration, Retirement Plan and Insurance Services, Health and Benefits, Securities Investments, Global Asset Management; Intermediary, Philanthropic and Institutional Separate Accounts.

Definitive Strengths and Core Competencies

Integrity/Work Ethic

Project Management

Assessment/Discernment

Lifecycle Servicing

Policy and Procedure Development

Foster Relationships/Teamwork

Research and Analysis

Internal Audit

Professional Experience

Contract Office Manager

Columbia Threadneedle Investments - Boston, MA 11/2006 – 3/2016

Assist senior management with the creation and development of the “Contract Office” startup department, to ensure compliance and standardize the process around domestic and international account onboarding, contract negotiations, account review, approval and acceptance between all lines of business.

Serve as a central compliance and regulatory resource and control point, for institutional, and intermediary separate accounts; and trust and philanthropic sub-advised relationships

Partner, coordinate and facilitate between key subject matter experts to ensure all interested parties are in agreement prior to the vetting and execution of legal documents

Gatekeeper for the documentation preparation, intake, status monitoring, review and approval of new account set up, funding and account termination for all client accounts

Request for proposal (RFP) review and analysis

Assist with the standardization of the account life cycle process

Create and introduce policies and procedures for investment management agreements, investment guidelines, fee schedules, contract amendments, and disclosures

Participate in project development to monitor agreement clauses, and ensure firm compliance

Work directly with internal audit partners, to manage and execute external audits

Maintain comprehensive understanding of entity structures, complex non-standard contracts, and corporate governance regulations

Produce weekly, monthly, and quarterly management analysis for all related products

Hire, train and cultivate temporary and contracted employees on necessary processes

A division of Putnam Investments was acquired by Mercer Investments, a subsidiary of Marsh and McLennan Companies.

Senior Health and Benefits Analyst

Mercer Investments - Norwood, MA 4/2006 – 11/2006

Direct and coordinate all health benefits and related adjustments for 50,000+ Marsh and McLennan employees, and manage compliance with all plan document provisions.

Senior Plan Correspondent

Mercer Investments – Norwood, MA 10/2000 – 4/2006

Compose customized and generic procedures, emails and letters that require a thorough understanding of the retirement plans, protocols, securities, transactions; and governing laws in both English and Spanish.

Institutional Senior Client Consultant

Putnam Investments – Boston, MA 7/1997 – 10/2000

Manage the defined contribution 401(k) plans for institutional, mid-market and retail clients from conversion to lifecycle. Provide full level recordkeeping administration and ensure that contractual and operational practices met regulations.

Bilingual Plan Specialist

Putnam Investments – Quincy, MA 3/1996 - 7/1997

Provide exemplary customer service to all plan participants by interpreting provisions of defined contribution 401(k) plans, investment vehicles, industry knowledge, system navigation; and compliance in both Spanish and English.

EDUCATION AND SKILLS

Eastern Nazarene College, Quincy, MA

Massasoit College, Brockton, MA

LANGUAGES

Native in Spanish and fluent in English

PROFESSIONAL LICENSES, COMMISSIONS AND CERTIFICATIONS

MA Notary Public – Official duties include: Issue subpoenas and summons, depositions and acknowledgements, jurats/affidavits, and administer oaths/affirmations

FINRA Series 6 and Series 63 licenses

HIPAA Health Insurance and Accountability certification

SKILLS AND INDUSTRY KNOWLEDGE

Microsoft Office, Salesforce, Oracle Seibel, SharePoint, Universal Content Management (UCM)

Anti-Money Laundering (AML), Employee Retirement Income Security Act of 1974 (ERISA), Securities and Exchange Commission (SEC), Most-Favored Nation (MFN), Global Investment Performance Standards (GIPS), Average Daily Volume (Form ADV) Disclosures

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