Overview
Work History
Education
Certification
Timeline
Generic

Brianna Gosselin

Titusville,NJ

Overview

12
12
years of professional experience
1
1
Certification

Work History

Senior Associate, Client Service

CAIS
07.2024 - Current
  • As the face of the tech platform for over 15 large clients, I drive successful client outcomes by assisting new and existing clients through active communication by processing client requests, and providing guidance throughout the transaction process (Pre-Trade, Trade, and Post Trade).
  • Serve as the main point of contact to clients to facilitate trades throughout the transaction process by supporting clients with subscription documents, transfers, capital calls, AML/KYC, redemptions, managing fund closings, and attending to other ad hoc requests.
  • Act as subject matter expert of the CAIS platform and lead demos for new clients to help them understand the mechanics of the platform.
  • Liaise with clients on the user experience of the CAIS platform and partner with the Technology team to enhance the client experience.
  • Collaborate cross functionally with various teams at CAIS spanning Legal, Finance, Sales, Operations, and Technology to appropriately respond to inbound requests and questions, and streamline and improve existing processes.

Director, Client Services

Abrdn
03.2023 - 07.2024
  • Improved overall company performance by identifying opportunities for growth and leading cross-functional teams to execute strategic initiatives.
  • Played a pivotal role in securing major contracts by delivering compelling sales presentations showcasing the company''s unique value proposition.
  • Chaired regular meetings with stakeholders across various departments to ensure alignment on project goals, timelines and deliverables.
  • Conducted comprehensive market research to identify new business opportunities, driving expansion into untapped sectors.
  • Collaborated with internal departments to develop integrated solutions for complex client challenges, resulting in successful project completions and satisfied customers.
  • Mentored and coached team members, fostering a positive work environment that promoted professional development and personal growth.
  • Served as an advocate for clients within the organization, working closely with senior leadership to address any concerns or issues promptly.
  • Fostered a culture of collaboration within the team by encouraging open dialogue and idea sharing, resulting in creative problem-solving approaches.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.

Client Manager

Abrdn
02.2020 - 03.2023
  • As the main point person for over 50 institutional and private equity clients, act as their champion and spokesperson to ensure that all their needs are met and that their client experience is optimal
  • This requires concisely liaising with all teams throughout the firm, including legal, finance, compliance, portfolio management and senior management
  • No issue is too small or too big to address and creatively resolve in this role
  • For new business, lead all aspects of onboarding to ensure legal paperwork, due diligence documents and anti-money laundering information is in good order for funding, while collaborating with the client, their custodian and their internal departments to ensure take-on is without issues
  • Manage client events such as guideline, fee or strategy changes, as well as cash flows and terminations, and effectively communicate any such event to the key stakeholders within the firm
  • Provide information and guidance to customers about abrdn financial products upon request and communicate new investment opportunities from clients to the sales and relationship management teams, while providing guidance and information regarding client investment timelines.
  • Established trust with clients through consistent follow-up and a commitment to understanding their unique business needs.

Internal Client Services, Senior Associate

Mondrian Investment Partners
07.2019 - 01.2020
  • Was responsible for day-to-day contact with many of the more sophisticated clients while acting as the first line of defense and the primary contact for various clients within all of Mondrian's vehicles
  • Heavily participated in marketing efforts by planning trips for client services officers, establishing details with clients and completing all preparation for meetings in advance
  • Assisted in the efforts of client service, sales, marketing and other areas of Mondrian to create demand for investment products within the investment community, and retained existing clients through quality reporting, education and servicing.

Limited Partnerships Client Services, Senior Associate

Mondrian Investment Partners
06.2018 - 07.2019
  • Serviced over 50 limited partnership clients with day to day needs such as general reporting, invoicing, new account set up and provided general fund support as necessary
  • Facilitated all contributions and withdrawals, from gathering proper documentation to ensuring the wire was delivered on time and to the correct place
  • Participated in ad hoc projects such as the client custody count, creation of marketing materials and custom client reports.

Presentation Management, Senior Associate

Mondrian Investment Partners
06.2015 - 06.2018
  • Created, updated and maintained marketing materials for a variety of equity and fixed income products for institutional clients with minimum investments of $3mm - $5mm
  • Spearheaded the creation of Mondrian's first mutual fund marketing materials while liaising with client service officers and external compliance for approval, which has since been used in over 70 instances
  • Supported client service officers by interfacing with internal client service, graphics and the London portfolio management team to gather necessary data to fulfill all service needs and requests
  • Examples include compiling competitor analyses, presentation request metrics and fund performance information
  • Input and maintained client valuation/fund performance information in internal databases for all presentation requests.

Investor Services Specialist - BlackRock Liquidity Funds

BlackRock
09.2013 - 06.2015
  • Responded to over 100 institutional client inquiries per day regarding account status, fund operations, fund performance, pricing, yields, portfolio characteristics, historical figures and any other relevant mutual fund specific information
  • Processed transactions in excess of $1bn as requested by shareholders including subscriptions, redemptions, exchanges and adjustments while ensuring accuracy for each trade placement
  • Opened between 15-30 new institutional accounts per month with a minimum investment of $1mm while directly working with the shareholder to ensure that all requirements were satisfied
  • Liaised with other departments within BlackRock to compile and distribute reports, thoroughly satisfied various account inquiries and assisted the sales team in client research for potential new relationships.

Strategic Sourcing Consultant

SSA Capital
06.2012 - 05.2013
  • Reviewed $20mm - $100mm non-labor expenditures for clients to develop a detailed mapping of all costs, broken down by supplier, category, pricing, quantity utilized, and type of services supplied to show granular detail of where purchasing could be leveraged and improved
  • Provided recommendations to each client to identify, measure and prioritize potential sourcing opportunities and changes in purchasing processes to capture cost reductions in specific spending categories
  • Optimized cost savings in high-priority spending categories by launching implementation advisory services and methodology
  • Developed and analyzed requests for proposals, statements of work and bid responses for clients and internal functions.

Education

Bachelor of Science - Business Administration, International Business

Drexel University
Philadelphia, PA
06.2012

International Business

American Business School
Paris, France
12.2011

Certification

  • Series 7
  • Series 63

Timeline

Senior Associate, Client Service

CAIS
07.2024 - Current

Director, Client Services

Abrdn
03.2023 - 07.2024

Client Manager

Abrdn
02.2020 - 03.2023

Internal Client Services, Senior Associate

Mondrian Investment Partners
07.2019 - 01.2020

Limited Partnerships Client Services, Senior Associate

Mondrian Investment Partners
06.2018 - 07.2019

Presentation Management, Senior Associate

Mondrian Investment Partners
06.2015 - 06.2018

Investor Services Specialist - BlackRock Liquidity Funds

BlackRock
09.2013 - 06.2015

Strategic Sourcing Consultant

SSA Capital
06.2012 - 05.2013

Bachelor of Science - Business Administration, International Business

Drexel University

International Business

American Business School

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Brianna Gosselin