Client Service Project Manager

DENISE K. MILLER

**** **** ******, *********, ** 48192

Cell 734-***-**** *********@*****.***

PROFESSIONAL SUMMARY

Dynamic operations and technology leader with two decades of extensive experience in managing financial systems, spearheading software migrations, and enhancing client service operations. Demonstrated success in overseeing large-scale technology integrations, optimizing workflows, and maintaining data integrity to meet compliance and auditing requirements. Proficient in industry-standard platforms such as Orion, Morningstar, Fidelity Brokerage Systems, and GTrade, with a proven ability to drive efficiency, minimize errors, and elevate client satisfaction. Expert in aligning technical solutions with operational objectives, ensuring seamless project execution, and cultivating enduring client relationships.

KEY SKILLS:

Technical: Orion • Morningstar • Fidelity Brokerage Systems • GTrade • Client Database Systems • Software Migration & Integration

Operational: Project Management • Financial Operations • Billing & Invoicing • Account Integration • Data Accuracy & Auditing • Compliance Documentation • Workflow Optimization

Soft Skills: Client Account Management • Client Relationship Management • RMD & QCD Processing • Transaction Processing • Tax Preparation

PROFESSIONAL EXPERIENCE:

SENIOR OPERATIONS AND TECHNOLOGY MANAGER JFR FINANCIAL 2002 - 2024

Directed daily operations to ensure optimal functionality of all programs and systems, fostering a culture of efficiency and excellence.

Acted as Senior Project Manager for the seamless transition from Morningstar to a new Advisor software platform, achieving a smooth and error-free migration.

Maintained and updated data within the Orion system, including models, securities, client information, and compliance documentation in preparation for annual audits.

Managed quarterly billing processes and facilitated account integrations from mutual fund companies and Fidelity Brokerage into the Orion system, while establishing efficient GTrade processes.

Spearheaded the integration of a new client database system, overseeing system setup, data migration, and comprehensive staff training to ensure a successful rollout.

Collaborated directly with clients to assess financial needs, efficiently processing RMDs, QCDs, transfers, and deposits, while maintaining updated personal records.

Prepared and filed income tax returns for clients, ensuring accuracy and compliance with relevant regulations.

OWNER/OPERATING MANAGER, GROSSE ILE RAQUET & HEALTH CLUB 1992-2002

Managed a diverse team of personnel, fostering a collaborative environment that improved staff retention by 15%.

Developed and implemented member engagement initiatives increasing membership renewals by 20%.

Oversaw scheduling and booking systems, optimizing court and class utilization to maximize revenue and member satisfaction.

Maintained strict compliance with safety, health, and legal regulations

Managed budgeting, billing, and financial reporting, achieving a 10% reduction in operating costs through expense monitoring and vendor negotiations.

Led marketing and outreach efforts, growing club membership through targeted campaigns and community partnerships.

Contact this candidate