Kashif Khan
McKinney
Summary
Strategic professional in business operations known for high productivity and efficiency in task completion. Specialize in process optimization, project management, and data analysis, ensuring streamlined workflows and enhanced operational efficacy. Excel in communication, problem-solving, and leadership, leveraging these soft skills to drive team success and achieve organizational goals.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Senior Associate - Investor Relations
SS&C
Irving
03.2020 - 12.2025
- Processing and reporting investor transactions including subscriptions, redemptions, transfers, capital calls, and distribution notices with the associated money movement
- Perform anti-money laundering checks and follow up with investor for missing information if necessary
- Prepare and distribute quarterly Board of Director reports - Quarterly Audits, Fund Activity, AML letter, and High- Risk Investor Report
- Communicating with internal groups such as accounting, operations, legal and compliance with respect to transaction processing, billing etc.
- Providing periodic reports and feedback to Investor Services management on a multitude of investor services topics, client issues and department initiatives
- Reviewing, understanding and having the ability to discuss governing documents for hedge fund clients
- Handle investor communication and inquiries
- Develop and train new entry level staff
- Recommend best practice and process improvement
- Monitor and reconcile client bank account activity
- Prepare redemption wire payments and invoice wire payments
- Prepare and distribute monthly statements, contract notes, share registers and capital activity to clients
- Process client audits on a quarterly basis
- Investigate and resolve accounting issues
- Prepare and distribute performance estimates, fund publications, and K-1s
- Communication with high network investors
Strategic Account Manager-Client Delivery Services
United HealthCare
Plano
01.2016 - 02.2020
- Create the strategic retention and growth plan for each assigned customer, documenting and maintaining the plan within the formal Strategic Account Plan process. Responsible for strategic plan deployment / execution
- Develop and maintain a detailed knowledge base of assigned customers, beyond the traditional healthcare - focused information / knowledge, to become an extension of the customer's business
- Contract Management - detailed knowledge and understanding of the customer contract to manage commitments, SLA's and Terms
- Facilitate the lifecycle of the customer relationship from RFP to renewal
- Strategically plan and meet with customers quarterly, identifying trends and offering solutions
- Prepare, host and follow - up an annual strategic planning session with the customer
- Determine and clearly articulate the value story, trend drivers and tracking of solutions performance to the customer
- Establish, cultivate and manage the customer relationship at multiple levels, including VP and C - Suite level leadership, serving as a healthcare consultant and trusted business advisor to these customer
- Serve as a Subject Matter Expert on health plan products, claims, eligibility, network management, compliance, audit, and pharmacy benefit management
- Building relationship with employer/group clients and serve as the primary point of contact for overall and day-to-day service delivery
- Represent client internally and coordinates with other functions to implement client systems, complete projects, and address ongoing service needs
- Responsible for ensuring the timely and successful delivery of our solutions according to client needs and improve the entire client experience
- Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders
- Develop new business strategies with existing clients and/or identify areas of improvement to exceed service delivery
- Conducting data analysis in identifying trends and forming conclusions for better decision making
- Monitor and track key account metrics such as reconciliation reports, administration fees, and financials
- Take into account high severity cases or escalated issues and resolving them effectively
- Managing a team of advocates and ensuring successful service delivery to internal and external client
- Conduct weekly strategic conference meetings with internal and external clients to discuss current issues and to seek and identify feasible solutions
- Communicate growth opportunities and other areas of improvement for maintaining a longlasting client relationship
- Provide on-going managerial support and coaching to less experienced advocates and subordinates
- Managing processes and controls to attain operational excellence and apply recommendations for any accounting or operational issues
- Responsible for the development of revenue cycle strategies and implementation of plans to ensure goals for timely and accurate billing, cash applications, and reimbursement accounts
- Interpreting contractual agreements and making sure client understands terms and conditions
- Provide support to sales team from bid acceptance to renewal
- Travel to client sight on a quarterly basis to discuss improvements, trends, and solutions
- Assist in client retention and engage in long-term growth strategies
Financial Account Manager - Business Services Division
Xerox Securities Services
Addison
09.2013 - 01.2016
- Responsible for managing and monitoring the day to day operations within the Investor Relations department
- Provide vital support in the areas of data analysis, financial reporting, compliance, and regulatory affairs
- Partake in frequent conference calls with company executives discussing matters of financial reporting, accounting, billing, and securities exchange requests
- Manage and supervise a team of financial processors in meeting deadlines and productivity goals
- Managing various different types of projects ranging from technical, transactional, or transformational.
- Partner with senior team members to identify the client's key initiatives and find solutions to meet their needs.
- Support on-boarding of new clients and renewal of existing clients
- Ensure client satisfaction, retention, operational efficiency and quality (Core Responsibilities)
- Establish in-depth client relationship through the means of honesty, hard work, and integrity
- Creating financial reports and statements for each fiscal quarter. Provide K-1 reporting and other various tax forms on an annual basis.
- Process various disbursement requests in terms of dividend payouts, fund sales, surplus, and liquidations
- Perform other fundamental duties such as Reconciliations, commission calculations, fund management, and document management
- Maintaining a high level of professionalism and confidentiality in all areas of business
- Strong use of Microsoft Office Suite such as Excel, Word, PowerPoint, and Outlook to execute daily projects.
- Handling and resolving issues surrounding Transactions, Transfers, Accounting, Legal, Regulatory, and disbursements
- Delegating task and responsibilities to subordinate members
- Evaluating performance, programs, and processes in terms of achieving departmental goals
- Planning, coordinating, and scheduling on a daily basis for the purpose of team building and organizational stability
Sr. Financial Service Associate III
New York Life
Dallas
02.2008 - 09.2013
- Process service requests related to disbursements of loans, dividends, partial withdrawals on New York Life products (annuities and whole life)
- Creating Ad Hoc reports and running updates on accounts.
- Act as liaison between Investment advisors and clients to resolve financial needs.
- Interpret and follow through on complex regulatory guidelines in accordance with the Securities and Exchange Commission.
- Assisting Registered Agents and Clients on maintaining high net worth portfolios. Performing back office operations such as: transfers between funds, portfolio exchanges, withdrawals, surrenders, partial distributions, allocations, loans and fund management. Must also maintain 98% accuracy level with 93% productivity.
- Answering common tax questions in regard to tax form 1099R and form 5498. Explaining types of charges incurred with annuities and other insurance products, tax implications, rollovers, 1035 exchanges, and Required Minimum Distributions.
- Creating, modifying and setting up investment options such as: automatic rebalancing, Dollar cost averaging, and Fixed Interest Sweeps.
- Establish and maintain high quality customer relationships and assessing customer administrative needs effectively and tactfully.
- Assist in the processing of routine financial and non-financial transactions on variable policies with expediency and accuracy.
- Review client source documents for daily routine transactions and determine if paperwork is in 'good order' for processing.
- Management of Client Portfolios: Assist client in providing investment options, routine trades of in-house funds, distribution requests, and explaining regulations in accordance to IRS rules and SEC/FINRA guidelines.
- Assist Call Center Team as a back-up phone representative in response to client questions and inquiries. Using Lotus Notes as a main portal of e-mail communication across multiple divisions.
- Developing and maintaining a high level of proficiency in a window-based environment
- Utilization of Microsoft Office Suite (Word, Excel, PowerPoint) to complete work objectives
Account Executive (Executive Services Department)
Sprint Nextel Corp
Fort Worth
10.2002 - 02.2008
- Built and maintained relationships with key clients, drove customer satisfaction and grew business within assigned accounts.
- Developed and implemented long-term strategies for accounts to align with their business objectives.
- Negotiated contracts and ensured successful closing of sales.
- Worked with cross-functional teams, such as technical, sales, marketing, and customer service, to meet customer needs
- Presented customized wireless solutions to key account holders which included competitive rate plans, upgrades, and data
Wireless Technical and Customer Support Representative
VoiceStream (T-mobile USA)
Plano
08.2001 - 05.2002
- Diagnosing and isolating trouble conditions related to wireless devices and initiating corrective measures to resolve issues on VoiceStream's GSM network
- Troubleshooting high volume of technical issues for customers via phone, successfully resolving complaints related to devices, accounts, and service.
- Assist customers with account management, including new activations, payments, and understanding promotional offers.
- Managing financial accounts by processing customer adjustments and payments accurately.
- Handling escalated technical problems and customer complaints, minimizing escalation rates through effective problem-solving.
- Collaborated with other team members and departments to resolve issues and improve the customer experience.
Business Customer Service Support (Wire line)
MCI Inc. (Worldcom)
Austin
01.2001 - 07.2001
- Helping small to medium size businesses with a monthly telecom usage of $10,000 to $25,000 in setting up wire line phones and establishing service plans. Responsible for up selling potential products and services to our business sector.
- Troubleshooting wire line activity such as: caller id, 3-way call, call block, long distance, local, international, warranty and billing issues. Answering technical and non-technical questions.
- Providing world-class service to our business partners as well as our vendors and our external customers. Services would include Checking pricing and availability, voice mailbox setups, and troubleshooting security issues.
Education
Bachelor of Science - Business Management
University of Phoenix
Dallas, TX12.2005
Bachelor of Science - Business Management
University of Texas At Arlington
Arlington, TX12.2003
Skills
- Communication skills
- Presentation skills
- Leadership abilities
- Organizational skills
- Multi-tasking proficiency
- MS Office suite expertise
- CRM proficiency
- Salesforce database management
- Account strategy implementation
- Client relationship management
- Account management strategies
- Consultative experience
- Business value maximization
- Service solutions development
Certification
FINRA Series 11 Securities License, 06/01/08
Additional Information
GPA: 3.42
References
- Matthew Pope, Vice President, UHC, 813-787-7673
- Waqas Siddiqui, Director of Cloud Services & Infrastructure, IBM, 682-429-3962
- Zeeshan Younas, Development and Design, Accenture, 469-503-6873
- Faisal Malik, CFO, Epic Home Health Care, 469-540-0266
Personal Information
Title: Bachelor of Science in Business Management
Timeline
Senior Associate - Investor Relations
SS&C
03.2020 - 12.2025
Strategic Account Manager-Client Delivery Services
United HealthCare
01.2016 - 02.2020
Financial Account Manager - Business Services Division
Xerox Securities Services
09.2013 - 01.2016
Sr. Financial Service Associate III
New York Life
02.2008 - 09.2013
Account Executive (Executive Services Department)
Sprint Nextel Corp
10.2002 - 02.2008
Wireless Technical and Customer Support Representative
VoiceStream (T-mobile USA)
08.2001 - 05.2002
Business Customer Service Support (Wire line)
MCI Inc. (Worldcom)
01.2001 - 07.2001
Bachelor of Science - Business Management
University of Phoenix
Bachelor of Science - Business Management
University of Texas At Arlington