KAITLYN CASAMENTO
Summary
Knowledgeable and dedicated client services professional with extensive experience in the wealth management industry. Outgoing team player with proven skills in establishing rapport with clients. Motivated to optimize processes, exceed client expectations and contribute to client portfolio growth. Articulate, energetic and results-oriented with a passion for developing relationships and growing business.
Overview
9
9
years of professional experience
Work History
Client Relationship Specialist
Corient Capital Partners
09.2021 - Current
- Act as a direct liaison between roughly one hundred clients and the advisor on all matters regarding new or existing brokerage accounts.
- Initiate the opening of new accounts, including individual, traditional and Roth IRAs, trusts, 529 college savings plans, and Donor Advised Funds.
- Manage new client onboarding from account opening through implementation.
- Initiate and process IRA, 401(k), and other retirement account rollovers, keeping the client updated throughout the process.
- Assist clients with alternative investment subscription paperwork.
- Process RMD, wire, check, and ACH requests from client accounts.
- Initiate the transfer of estate accounts into individual or beneficiary accounts as needed.
- Perform daily account reconciliation to determine and escalate any discrepancies.
- Frequently maintain close communication with clients regarding tasks and projects.
Senior Portfolio Associate
Shikiar Asset Management Inc
10.2019 - 09.2021
- Promoted within six months for exceeding learning curve expectations and demonstrating advanced adaptability
- Performed new client account on-boarding and complete relevant account transition processes.
- Communicated with clients to resolve any issues and respond to any questions or requests regarding their accounts.
- Processed all RMD, federal wires/check requests/distributions from client accounts (IRA, individual, custodial, and joint) through NetX.
- Prepared and disseminate quarterly reports to clients.
- Reported and communicated high-risk operational trade discrepancies to senior management and CEO.
- Execute buy/sell orders based on instructions from portfolio managers and allocate end of day trades.
- Executed buy/sell orders based on instructions from portfolio managers and allocate end of day trades.
- Oversaw junior staff and provide direction and assistance with projects.
Marketing Coordinator
Visiting Nurse Association
10.2017 - 09.2018
- Managed development programs including donor relations, event planning, and community outreach.
- Established and maintained relationships with benefactors to encourage future donations.
- Planned and executed organization outreach, including email blasts, appeals, and announcements.
Client Staff Assistant
Burson-Marsteller
01.2017 - 06.2017
- Assisted with daily media monitoring and flagging media mentions to client.
- Created press materials to accompany FDA approvals and announcements.
- Created project timelines and oversaw workflow and the execution of deliverables to ensure deadlines are met.
Administrative Assistant/Marketing Coordinator
BioScience Communications, a Daniel J. Edelman company
12.2015 - 01.2017
- Assisted with various administrative tasks such as handling expense reports, processing invoices, etc.
- Managed the Material Approval Process (MAP) platform.
- Worked closely with the Alcon/Novartis account team and assisted with KOL invoicing, updating trackers, and uploading content into Zinc MAPS.
Education
Bachelor of Arts - Public Relations and Advertising, Journalism
Rowan University
Skills
- CRM software proficiency
- Client Onboarding Process
- Interpersonal and written communication
- Issue Resolution
- Client Retention Strategies
- Troubleshooting
- Account Management
- Database Management
- Client Relations
- Task Prioritization
Timeline
Client Relationship Specialist
Corient Capital Partners
09.2021 - Current
Senior Portfolio Associate
Shikiar Asset Management Inc
10.2019 - 09.2021
Marketing Coordinator
Visiting Nurse Association
10.2017 - 09.2018
Client Staff Assistant
Burson-Marsteller
01.2017 - 06.2017
Administrative Assistant/Marketing Coordinator
BioScience Communications, a Daniel J. Edelman company
12.2015 - 01.2017
Bachelor of Arts - Public Relations and Advertising, Journalism
Rowan University
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