Krisztina Finn
Summary
Results-oriented financial services professional with a history of implementing effective strategies to boost productivity and streamline operational processes. Proven ability to lead teams in fast-paced settings with changing priorities while maintaining focus on operational efficiency. Skilled in communication and collaboration to achieve organizational goals.
Overview
11
11
years of professional experience
Work History
Client Service Manager
Grimes and Company
Westborough, MA
04.2020 - Current
- Cultivated relationships with over 600 high-net-worth client households to enhance investment account management.
- Supported financial advisors in managing their book of business and deepening client relationships.
- Served as primary contact for clients, facilitating account maintenance and resolving inquiries.
- Liaised between clients and custodians, including Fidelity, TD Ameritrade, and Schwab.
- Developed operational procedures that increased productivity across business functions.
- Collaborated with the Chief Operating Officer to implement new vendors, such as DocuSign, for improved efficiencies.
- Collaborated on the onboarding processes for Harmony Wealth Management and TradePMR by working with internal stakeholders.
Financial Services Operations Manager
SS&C Asset Manager Solutions (Formerly DST)
Quincy, MA
05.2016 - 04.2020
- Managed a trading and client service team in a fast-paced, multi-client transfer agent environment across two locations.
- Ensured completion of daily operations within established SLAs for all TA clients.
- Implemented operational procedures to increase SLA adherence by 25%, reducing call hold times, and minimizing the risk of missed trades.
- Analyzed operational procedures, and implemented improvements to boost phone trading efficiency across 10 mutual fund companies.
- Built operational procedures and cross trained staff, which led to increased productivity and reduced trade errors.
- Collaborated in mutual fund onboarding projects by facilitating integration into the call center operations.
- Strengthened relationships with internal and external stakeholders by resolving complex issues in a timely manner.
- Fostered open communication and teamwork across departments to enhance collaboration and growth among staff.
- Hired, trained, and mentored staff, conducting monthly meetings and yearly performance reviews to ensure staff development.
- Led my team through two company acquisitions while maintaining staff morale and 100% employee retention.
Senior Financial Services Representative
SS&C Asset Manager Solutions
Quincy, MA
02.2015 - 05.2016
- Oversaw a team of trading and customer service specialists in a fast-paced environment with strict deadlines.
- Quality controlled trades and reviewed trade calls to ensure accuracy and adherence to NQR guidelines.
- Developed reports and job aids that enhanced team efficiency.
- Conducted monthly meetings with associates to deliver feedback on call quality and processing.
Relationship Manager
Bank of America
Falmouth, MA
11 2011 - 2 2015
- Delivered financial guidance and exceptional service to mid to high net worth clients.
- Conducted training sessions for tellers and service specialists on banking products, procedures, and regulations.
- I lead my market's weekly sales conference calls, attended by all bankers, managers, and market managers, where I discuss successful sales strategies and offer advice to other relationship managers.
- Performed internal audits of documents to mitigate risk and ensure regulatory compliance.
- Collaborated with the banking center manager to enhance operational efficiency across the branch..
Education
Master of Arts - Business Management
Academy of Economic Studies- Bucharest, Romania
01-2011
BBA - Business Administration
Academy of Economic Studies
2009
Skills
- Operations management
- Process improvement
- Strong leadership skills
- Great communication skills
- Time management skills
- Self-starter
- Results-driven
- Detail-oriented
- Complex problem resolution
- Ability to work under tight deadlines
- Exceptional multitasker
- Problem resolution
Timeline
Client Service Manager
Grimes and Company
04.2020 - Current
Financial Services Operations Manager
SS&C Asset Manager Solutions (Formerly DST)
05.2016 - 04.2020
Senior Financial Services Representative
SS&C Asset Manager Solutions
02.2015 - 05.2016
Relationship Manager
Bank of America
11 2011 - 2 2015
BBA - Business Administration
Academy of Economic Studies
Master of Arts - Business Management
Academy of Economic Studies- Bucharest, Romania