Hi, I’m
Iman I Karshe
WEALTH
Minneapolis,MN
Summary
Experienced specialist in mutual funds, cost basis, and billing seeking a position in an organization to apply diverse skill set. Extensive experience and knowledge of industry best practices have shaped into a professional who understands the intricacies of this field. Highly motivated and bring valuable expertise to organizations seeking innovative improvements consistently.
Overview
23
years of professional experience
Work History
Prosperity An EisnerAmper
Client Service Associate
03.2024 - Current
Job overview
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
- Actively participated in team meetings and initiatives focused on continuous improvement across various areas of the business.
- Collaborated with sales teams to onboard new clients, providing a smooth transition experience for all parties involved.
RBC Wealth Management
Cost Basis Senior Associate
03.2012 - 03.2024
Job overview
- Worked with management and client representatives on the needs for customers as it relates to products and services offered
- Verified accuracy of placed trades, sells, and transfers on mutual fund orders and customer needs as it related to products sold
- Worked on special projects for clients' needs and worked alongside client focus areas for investment strategies
- Depleted tax lots on client instructions for tax peruses saving clients additional tax liabilities and other tax strategies
Ameriprise Financial
Mutual Fund Specialist
09.2005 - 03.2012
Job overview
- Lead reconciliation of mutual fund breaks in Position Match database and ensuring that information entered was accurate
- Coordinate research of mutual fund discrepancies and adjusted client accounts based on information researched and policy
- Accurately maintained databases and account information for Direct at Fund clients ensuring100% customer satisfaction
- Efficiently processed mutual fund ownership, dividend and Active Portfolio for clients alongside corporate policy and SOPs
- Developed and trained new employees to process mutual fund transactions and trained on company policies and SLA agreement
- Top processor and award winner in Brokerage Operations for companywide operations
- Awarded highest level of operations
ING
Premium Billing Administrator
05.2004 - 09.2005
Job overview
- Managed and maintained relationships with client managers and clients to ensure that processing standards were met timely
- Coordinated information exchange to and from payroll centers while maintaining a high level of privacy and information sharing
- Reconciled transactions, tracked database for processing activity and problem solved discrepancies in line with company policy
- Collaborated on special projects with department and cross department functions closely with vendors and contractors
Wystar Global Retirement Solutions
Operations Associate
05.2002 - 05.2004
Job overview
- Processed, balanced and posted financial data of assigned plans, including loan repayments, rollovers and trust reconciliations
- Executed processing for200 defined contribution plans representing five different business alliances in cross industry practices
- Reconciled posted contribution transactions with wires received and client payroll data for the entire department and operation
- Provided formal payroll reconciliation to plan sponsor and became point of contact for total of transactional information
- Researched and resolved issues with payrolls, wires, customer services, and statements and maintained a high level of SLA
- Maintained tracking database for processing activity; provided high level of on hands and high contact solution provisions
- Traded daily payrolls within trade market deadlines: compared client data to trade processed daily and ensured a100% match
Education
Minneapolis Technical College
Associate in Business Administration
12.2024
University Overview
- 10 years operations experience in the financial industry
- Strong knowledge of401(k) recordkeeping, mutual fund reconciliation and stock pricing
- Driven and dedicated leader and team member who takes the initiative and learns new skills, systems and processes quickly
- Comprehensive technical software expertise: Microsoft Office (Word, Excel and PowerPoint), Lotus Notes, Wystar, Wygroup, Wypay, Epix, SSD, BETA and Peoplesoft.
Skills
- Effective interpersonal communication skills
- Ameriprise All Star award winner
- Ability to collaborate and create adaptive and interpersonal relations
- Time management skills alongside with strong work ethic
- Critical thinking and self-confidence working with others in diverse teams
Timeline
Client Service Associate
Prosperity An EisnerAmper
03.2024 - Current
Cost Basis Senior Associate
RBC Wealth Management
03.2012 - 03.2024
Mutual Fund Specialist
Ameriprise Financial
09.2005 - 03.2012
Premium Billing Administrator
ING
05.2004 - 09.2005
Operations Associate
Wystar Global Retirement Solutions
05.2002 - 05.2004
Minneapolis Technical College
Associate in Business Administration
Similar Profiles
Brandon NguyenBrandon Nguyen
Audit Staff at EisnerAmperAudit Staff at EisnerAmper
DYLAN RINAUDODYLAN RINAUDO
Senior Staff Consultant at EisnerAmperSenior Staff Consultant at EisnerAmper
Bryan KimBryan Kim
Senior Accountant / Manager at EisnerAmper (Previously Keating Consulting Group)Senior Accountant / Manager at EisnerAmper (Previously Keating Consulting Group)