Deborah Stevenson
Calumet City,Illinois
Summary
Dynamic client services and operations leader with a strong track record in enhancing team training and process optimization at Kovitz Investment Group and Harris Associates L.P. Proficient in Pershing, Microsoft Office, and CRM software, with a focus on streamlining onboarding and corporate actions to boost efficiency and client satisfaction. Recognized for exceptional organizational abilities and communication skills that foster productive team environments. Career objectives include driving continuous improvement initiatives to elevate client service standards further.
Overview
21
21
years of professional experience
Work History
Senior Client Service Associate & New Account Team Lead
Kovitz Investment Group
Chicago, Illinois
01.2013 - 01.2024
- Trained new hires on onboarding new accounts, internal policies & procedures
- Trained new hires on cashiering items (i.e., checks, wires, journals, ACATs, DRS, DTC gifting & beneficiary distributions)
- Onboarded new acquisitions
- Managed and updated all training materials for new & existing employees
- Organized client service team meetings
- Provided client support for advisors & their service team
- Assisted with internal coordination across departments to ensure tasks/followup was completed in a timely manner
- Monitored and provided calculations for the clients that needed to take their Required Minimum Distribution
- Processed Hedge Fund items, (i.e., subscriptions, redemptions, additions & assignments
- Provided extensive backup and support to the Client Service Manager
Account Services Associate/ Operations Department
Harris Associates L.P.
Chicago, Illinois
01.2003 - 01.2012
- Wrote departmental procedures
- Conducted the initial review and training of all new projects
- Reconciled shares and sent dividend reinvestment notifications to various departments
- Processed Voluntary Corporate Action events accurately and timely
- Maintained accurate records for auditing requirements
- Interacted with custodian and depository banks to obtain and provide information related to Corporate Action events
- Provided back-up coverage for the Account Services team
- Processed checks, wire, journal, check deposits and DTC transfer requests
- Issued trade advises to correspondent banks and interested parties
- Initiated all non-ACAT outgoing transfers
- Assisted the Portfolio Associates, Portfolio Managers and the Client services team with the resolution of account related issues
- Voted proxies and conduct maintenance work on domestic and international accounts
- Facilitated Vote Summary requests for domestic and international accounts
Education
Masters of Arts - Education/Curriculum and Instruction-Mathematics Education
University of Phoenix
Bachelor of Science - Mathematics and Computer Science
Chicago State University
Skills
- Pershing
- Fidelity
- Charles Schwab
- Experienced with NetX360 Platform
- Skilled in Microsoft Office Applications
- CRM Software Knowledge
- Asana Task Tracking
Custodians And Systems
- Pershing
- Fidelity
- Charles Schwab
- NetX360
- Microsoft Office
- CRM
- Asana
Qualifications Summary
Highly personable Client Service Associate and subject matter export matter expert, with over twenty years of experience in the Registered Investment Advisor industry.
Timeline
Senior Client Service Associate & New Account Team Lead
Kovitz Investment Group
01.2013 - 01.2024
Account Services Associate/ Operations Department
Harris Associates L.P.
01.2003 - 01.2012
Masters of Arts - Education/Curriculum and Instruction-Mathematics Education
University of Phoenix
Bachelor of Science - Mathematics and Computer Science
Chicago State University
Similar Profiles
Manikandan KGManikandan KG
Lead QA/SDET Consultant at Global Savings Group Ltd(The Saudi Investment Bank, Apparel Group)Lead QA/SDET Consultant at Global Savings Group Ltd(The Saudi Investment Bank, Apparel Group)
Sherwin De LeonSherwin De Leon
Administrative Assistant at Obeikan Investment GroupAdministrative Assistant at Obeikan Investment Group
ABDULLAH ALGHAMDIABDULLAH ALGHAMDI
Internship at Alnefaie Investment GroupInternship at Alnefaie Investment Group
Jasmine SteedJasmine Steed
Board Certified Behavior Analyst at GBC Autism ServicesBoard Certified Behavior Analyst at GBC Autism Services
ROZETTA SWAINROZETTA SWAIN
LPN at Lemonte Nursing & Rehabilitation CenterLPN at Lemonte Nursing & Rehabilitation Center