Craig Thomson

• Developed and implemented client engagement strategies to enhance customer satisfaction.
• Managed onboarding processes for new clients, ensuring seamless transitions and comprehensive support.
• Collaborated with internal teams to resolve client inquiries and improve service delivery efficiency.
• Analyzed client feedback to identify trends and recommend process improvements for service offerings.
• Led cross-functional initiatives aimed at enhancing operational workflows and reducing response times.

• Led onboarding initiatives to enhance employee engagement and retention.
• Developed training materials for new hires to streamline orientation processes.
• Collaborated with cross-functional teams to improve onboarding efficiency and effectiveness.
• Analyzed feedback from new employees to refine onboarding strategies and content.
• Mentored staff in best practices for delivering a positive onboarding experience.
• Conducted regular audits of onboarding processes to ensure consistency and quality standards.

• Managed daily reconciliation of investment transactions, ensuring accuracy and compliance with regulatory standards.
• Streamlined operational workflows by implementing process improvements to enhance efficiency in trade settlements.
• Collaborated with cross-functional teams to resolve discrepancies in account statements and transaction records.
• Developed and maintained reporting tools for monitoring investment performance and operational metrics.
• Analyzed operational risks associated with investment activities, recommending strategies to mitigate potential issues.

Participate in projects and initiatives regarding events impacting investment platform options, including regulatory changes, mergers, closures, name changes, policy changes, redemption fees, and transfer restrictions
• Support requests to build new Mutual Funds and other non-proprietary investment options including CITs while supporting the maintenance and integrity of investment data in mainframe, databases, and materials
• Establish and maintain relationships with outside fund and trust companies
• Track changes and reporting via a variety of Word and internal programs