Patrice M. Smith

*** *. ****** **

Gilbertsville, PA 19525

484-***-****, admzip@r.postjobfree.com

Professional Summary

Highly motivated operations and investment support professional with extensive experience in elevating client experience. Collaborate with Product and Development teams to present process improvement and innovative opportunities to clients. Build and foster strong business relationships with stakeholders by maintaining projects and activities, providing up-to-date knowledge of business and workflow needs, while prioritizing overall client satisfaction. My facilitator role combines results-oriented, deadline-driven approach while balancing my employer’s roadmap. Strong business acumen demonstrated by thinking strategically, acting tactically and interacting with cross-functional teams that positively impact both short-term and long-term business goals.

SKILLS

• Proven track record in effective project management in financial services industry

• Superior analytical thinking exemplified in successful software problem solving skills

• Recognized for delivering outstanding customer service with highest scores on annual review

• Self-motivated, creative, and curious individual utilizing resource management

• Collaboratively work as a member of a highly organized team working with cross functional teams in addition to working independently

• Superior ability to translate business strategies into core financial deliverables / KPIs

• Cultivate and maintain close client relationships through proactive measures and creative customer service in a courteous and professional manner.

• Onboarded new applications and upgrades on time and on budget

• Ability to multi-task and prioritize onboarding projects and ongoing client support

• Strong interpersonal, written communication, and time management skills WORK EXPERIENCE

Envestnet, Berwyn, PA September 2018 to February 2021 Assistant Vice President Client Experience:

• Established as the point of contact for escalated unresolved issues/trends, engage internal resources as needed to develop and deliver solutions for Home Office institutional clients

• Supported operational and trading activity for seven large domestic and international clients with net assets under management exceeding $250 billion

• Engaged with internal resources to drive solutions, small implementation projects, product additions and software enhancements for multiple asset classes

• Utilized analytical skills for performance metric review

• Created reporting solutions per client requirements

• Advocated to resolve issues, balancing client needs and company practice

• Identified areas of opportunity for process improvement seeking out best-in-class practices

• Built out product offerings with clients’ investment risk profile, fees and asset allocation

• Coordinated institutional banks with establishment and maintenance of billing grids, products, and entitlements/configurations for the application

• Collaborated with Enterprise Relationship Managers to clearly understand key clients’ growth strategies. Designs client’s current support model to increase value based on these growth strategies and new products/services added.

• Engaged clients’ third-party vendors for custom extracts, quarterly statement production and system integration

• Seamlessly supported fellow Team members and clients with efficient communication during pandemic Burgiss, Paoli, PA February 2004 – June 2018

Positions Held Client Service Associate and Case Manager

• Installed Microsoft Client Relationship Management tool. Reduced client phone calls by 50%. Additionally, it provided single snapshot for clients’ product subscriptions, enabling cross selling and training opportunities.

• Onboarded and supported propriety software solution that enabled asset owners, asset managers and financial intermediates to capture, manage and measure private capital portfolios

• Won the most software bugs identified in a release contest. Reported 30% more than the second place Analyst.

• Collaborated with clients on best practices with private capital portfolio transactional and reporting activity to ensure compliance for quarterly board reviews

• Interfaced with outside consultants and third-party vendors for system efficiencies

• Developed strong client relationship with high organization, creditability and outstanding client service

• Facilitated with Reporting Team and Management to customize compliance, board filings and client financial statements

• Conducted monthly virtual training sessions on various system topics

• Pre and Post Release support for customized client features

• Participated in annual disaster recovery testing. Documented System and Control business continuity requirements for corporate statement

EDUCATION

SAINT JOSEPH’S UNIVERSITY, Philadelphia, PA Bachelor of Science in Management WILMINGTON UNIVERSITY, New Castle, DE Master of Business Administration