GABRIELLE SIMMONS-GOMES

• Actively participated in periodic client meetings and daily internal meetings
• · Ensured successful delivery of daily, weekly, and monthly client reporting. (Late trades report, Stable report, Expense Summary report, Navx via Alteryx, etc.)
• Assisted with accounting queries related to the financial reporting/audit process
• Successfully completed client and internal queries via OTM
• Daily use of Macros and Vlookups.
• Enhanced client satisfaction by effectively addressing and resolving inquiries in a timely manner.

As a Senior Client Service Manager, I delivered comprehensive account management services for top-tier clients while nurturing new business opportunities. The global custody team was responsible for Investor Services largest complex relationships. Servicing more than 50 funds or more, totaling 20 billion in assets. I was also the leadership manager to three junior client service representatives, and provided training to new team members.

• Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
• Monitored client trade, cash, and corporation action activity, as Ensured that these transactions were executed effectively and successfully.
• Conducted live client presentations, walk throughs, and other sales and client retention activities
• · Established appropriate contacts at senior levels within client organizations and internal BBH departments (i.e., Trade operations, Trade Settlements, ETF, Corporations Actions Team, Proxy team, Audits team).
• Served as a trusted custodial advisor to clients, offering valuable insights and recommendations based on in-depth industry knowledge and experience.
• Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
• Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
• Collaborated with upper management to implement continuous improvements and exceed team goals.
• Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.

Leadership Management:

• Established clear performance expectations for team members, driving accountability and enhancing overall productivity levels.
• Mentored junior staff members on best practices in account management, fostering professional development within the team.
• Promoted a collaborative work environment that encouraged creative problem-solving and open communication among team members.
• Managed performance issues and disciplinary process for employees falling below set expectations.
• Delegated effectively by clearly communicating objectives, standards, responsibilities, and milestones while holding individuals and teams accountable for achieving results.

• Calculated wages, deductions and bonuses in accordance with company policies.
• Used various systems such as Procare, Quickbooks, Microsoft Suite, and ADP, and Salesforce.
• Proactively identified opportunities for process improvement and implemented changes to enhance overall efficiency within the payroll function.
• Prepared year-end reports for W-2s and 1099s, ensuring accuracy and timeliness in tax filing.
• Ensured compliance with federal, state, and local tax regulations through meticulous record-keeping and accurate reporting.
• Assisted employees with inquiries regarding their paychecks, deductions, and other related issues, providing clear and concise communication.
• Facilitated smooth onboarding of new hires by efficiently entering relevant data into the payroll system.

Administrative duties:

• Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
• Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
• Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
• Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
• Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
• Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.

• Acted as the point of contact between internal teams and external clients
• Delivered exceptional customer service through timely responses and personalized follow-up communications.
• Worked closely with operations, AML/KYC, legal, and risk
• Acted as oversight for outsourced tasks
• Assisted in the reconciliation of cash and security position balances
• Trained colleagues on best practices for reporting, improving overall team efficiency and performance.
• Performed ad-hoc analysis as needed, supporting various clients with their specific reporting needs.
• Conducted thorough data validation and reconciliation exercises, ensuring the highest level of accuracy in all reports produced.
• Customized report templates based on stakeholder feedback, enhancing clarity and effectiveness of communication.
• Optimized workflow processes within the department, resulting in more efficient resource allocation.
• Collaborated with cross-functional teams to develop customized solutions, tailored to meet specific client needs.
• Played a key role in the onboarding process for new clients, ensuring they were well-equipped to make full use of our services.

• Successfully managed a high volume of time-sensitive Corporate Action tasks while maintaining exceptional attention to detail across all aspects of the role.
• Collaborated with internal and external teams within asset servicing to ensure timely processing of mandatory and voluntary corporate actions.
• Resolved inquiries related to securities pricing adjustments due to rights issues, dividends or share splits promptly, ensuring accurate valuation calculations are maintained across portfolios at all times.
• Demonstrated adaptability during periods of market volatility or increased workload by effectively prioritizing tasks based on urgency level.
• Assisted with the arrangement of KPI reporting
• Liaised with colleagues within Asset Servicing and other areas of State Street.
• Fostered strong relationships with global counterparts to facilitate cross-functional collaboration on complex transactions involving international markets.
• Conducted daily reconciliation of cash and securities positions related to corporate actions, resulting in minimized discrepancies in accounting records.

• Reduced discrepancies in financial statements, meticulously investigating and resolving variances.
• Delivered timely month-end reports with a focus on data integrity and thorough analysis.
• Worked in conjunction with individuals on the team as well as other shared services/COEs, India and Client Operations to ensure seamless processing according to the fund's policies.
• Supported the production of fund Net Asset Values.
• Reviewed cash and trade transactions, as well as corporate actions.
• Remained familiar with back-up procedures when system applications and/or transmission problems arise.
• · Supported the research and resolution process for exceptions and inquiries.
• · Reconciled fund share transactions and resolved discrepancies
• Calculated and processed fund activities such as distributions, yields, expenses, income and allocations.