Summary
Overview
Work History
Education
Skills
Timeline
Generic
Kevin Block

Kevin Block

Frankfort,IL

Summary

Knowledgeable Representative with comprehensive background in customer service and client relations. Consistently recognized for resolving complex issues and improving customer satisfaction. Demonstrated ability in fostering positive client interactions and maintaining high service standards.

Overview

10
10
years of professional experience

Work History

Custody Servicing Representative - Investment Ops

The Northern Trust
12.2022 - Current
  • Serve as the primary point of contact for approximately 35 Investment Management businesses regarding domestic and/or international trade communication and settlement concerns involving client accounts.
  • Field Investment Managers queries regarding global/domestic trades, futures, third-party FX, securities lending, bank loans, fixed income, alternatives, account maintenance, physicals, and more.
  • On a daily basis, research and resolve approximately 20-35 unique investment operations or cash management difficulties, and notify managers of any deviations and/or offered solutions.
  • Responsible for daily cash management and multiple currency reconciliation for foreign portfolios, including restricted currencies and markets.
  • Lead activities to promote straight-through processing (STP) by advising Investment Managers on how to use the bank’s reporting/CDR portal.
  • Facilitate and lead instruction sessions for partners in India during the middle office migration project.
  • Manage a dynamic workload – which requires proactive communication with management to escalate urgent items and prioritize time-sensitive matters.
  • Establish and develop relationships with neighboring operational departments to enhance my operational aptitude and understanding of Investment Operations.
  • Learned and followed all organizational policies and procedures to maintain safe and professional working environments.

Administrative Assistant/ Construction Laborer

Network Property Services, Inc.
01.2018 - 12.2022
  • Facilitated contractors on residential and commercial job sites – demolition, construction, service, and project management.
  • Processed invoicing and proposal documents.
  • Adhered to quality and service standards to support operational goals and deadlines.

HVAC-R Service Technician

Hussmann Corporation
02.2015 - 01.2018
  • Team member of 10 Service Technicians
  • Troubleshot, repaired, and performed preventative maintenance on advanced refrigeration rack systems and HVAC units at commercial and industrial locations
  • Independently consulted with clientele at over 40 serviced locations
  • Utilized proprietary software to create detailed service tickets for invoicing on a weekly basis

Education

Bachelor of Business Administration - Finance

University of St. Francis
Joliet, IL
05.2022

Associate of Arts -

Joliet Junior College
Joliet, IL
12.2020

UA Service Technician Apprenticeship Program -

ETI School of Skilled Trades
Willowbrook, IL
06.2014

Skills

  • Oral and Written Communication
  • Financial Reporting
  • Business Analytics
  • Computers and Technology
  • Client Relationship Building
  • Client Services
  • Technical Troubleshooting
  • Account Servicing
  • Organizational Skills
  • Task Prioritization
  • Accuracy and Attention to Detail
  • Data Entry and Reporting

Timeline

Custody Servicing Representative - Investment Ops

The Northern Trust
12.2022 - Current

Administrative Assistant/ Construction Laborer

Network Property Services, Inc.
01.2018 - 12.2022

HVAC-R Service Technician

Hussmann Corporation
02.2015 - 01.2018

UA Service Technician Apprenticeship Program -

ETI School of Skilled Trades

Bachelor of Business Administration - Finance

University of St. Francis

Associate of Arts -

Joliet Junior College
Kevin Block