Colette Tatarenko
FLANDERS,NJ
Summary
Accomplished and dedicated Client Service and Operations Manager with over 13 years of operations experience and a proven track record of delivering exceptional support and enhancing client satisfaction. Adept at managing client inquiries, resolving issues promptly, and ensuring smooth operational processes. With a strong focus on building strong client relationships and understanding their needs, I excel in providing personalized assistance and exceeding expectations. Skilled in analyzing data to identify trends and opportunities for improvement, I am committed to optimizing service delivery and driving operational efficiency while mitigating firm risk. Seeking to leverage my expertise in client service, finance and operations to contribute to a team-focused environment and deliver outstanding results in a dynamic organization.
Overview
17
17
years of professional experience
Work History
Vice President - Client Relations
Black Coral Financial Advisors
12.2018 - Current
- Provides investment, estate, insurance and retirement planning support to financial advisors
- Maintains and strengthens firm's client relationships through consistent and accurate updating of client's financial exhibits and performance summaries
- Prepares portfolio reports for client review meetings; delivers to advisor for review prior to meeting
- Prepares income tax projections for clients as well as organizes, scans and inputs tax data for annual income tax returns
- Assists with the financial needs of clients and prospective clients and helps resolve customer issues and concerns promptly
- Responsible for all..
Executive Assistant to Clerk
Roxbury Township
12.2016 - 07.2017
- Prepares, composes, and types correspondence, letters, memorandums, and other directives for the Town Manager and other Town officials
- Maintains office files in manual and computerized modes for recordkeeping; obtains, gathers, and organizes pertinent data and assembles into usable form. Manages record retention for the Clerk's office.
- Process OPRA requests (Open Public Records Act)
- Transcribe, copy and distribute minutes and documents related to township meetings
Director - Client Service Operations
Morgan Stanley
05.2012 - 12.2015
- Manage trading assistants on the clearing broker side of the Fixed Income Derivatives business
- Monitor client's daily trading activity to ensure proper trade flow throughout clearing process
- Communicate extensively with SEFs, CCPs and Middlewares to resolve client issues
- Daily use and intimate knowledge of industry-wide clearing platforms
- Organize and present summary of client activity to sales, senior management and others on a weekly basis
- Initiate and oversee test trade booking for potential Morgan Stanley clearing clients
- Ensure systems and controls are in place to keep complaint with CFTC clearing mandates
- Assist clients in execution and affirmation of clearing trades on a daily basis
- Contributed in the development of straight through processing to support a new industry clearing initiative
- Responsible for the implementation of solutions to support new product and client offerings across Foreign Exchange (FX), Interest Rate Swap (IRS), and Credit Default Swap (CDS) transactions
Associate - Interest Rate Swap Trading Desk
Morgan Stanley
05.2010 - 05.2012
- Assist trading desk by booking trades, confirming details, and monitoring live risk and P&L
- Interact regularly with trading and sales to ensure trades are booked accurately per sales confirms
- Responsible for accurately marking the curve and providing marks for bond futures in order for traders to run their end of day P&L
- Consistently monitor trades mandated to clear through LCH or CME in order to keep in line with Fed requirements for both client and broker-dealer facing trades
- Organize and execute Trioptima runs which compressed thousands of trades and trillions of notional, lowering our firms risk, and derivative portfolio
Analyst - Derivative Client Service Representative
Morgan Stanley
12.2007 - 05.2010
- Responsible for minimizing firm's economic risk for fixed income derivative trades for hedge fund clients
- Ensure affirmation and execution of credit and interest rate derivative trades in a timely fashion
- Develop and maintain a strong relationship with clients in the front, middle and back office on a daily basis
- Serve as single point of contact to resolve client break and settlement issues
- Lead role in communicating the management process during a client default scenario
Senior Financial Services Representative
First Investors Corporation
06.2007 - 11.2007
- Provided full service financial planning customized to meet each client's specific needs by developing executing short-term and long-term financial strategies
- Implemented creative prospecting and sales techniques to increase client base
- Established professional networking relationships with accountants and attorneys to grow business
Education
University of Delaware
Delaware, United States05.2007
Skills
- Organizational Development
- Financial and Strategic Planning and Execution
- Risk Management
- Policy and Process Development and Implementation
- Financial Reporting and Analysis
- Maintain Service Relationships
- Problem-Solving
- Operations Oversight
- Customer Service
- Financial Software Proficiency
- Task Prioritization
Timeline
Vice President - Client Relations
Black Coral Financial Advisors
12.2018 - Current
Executive Assistant to Clerk
Roxbury Township
12.2016 - 07.2017
Director - Client Service Operations
Morgan Stanley
05.2012 - 12.2015
Associate - Interest Rate Swap Trading Desk
Morgan Stanley
05.2010 - 05.2012
Analyst - Derivative Client Service Representative
Morgan Stanley
12.2007 - 05.2010
Senior Financial Services Representative
First Investors Corporation
06.2007 - 11.2007
University of Delaware
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