Open To Work
LESLINE T. ROBERTS
New York,NY
Summary
Results-oriented executive professional with history of delivering impactful organizational changes and strategic initiatives. Proven ability to lead and inspire teams, ensuring alignment with company goals and fostering culture of excellence. Renowned for adaptability and strong focus on achieving measurable results through effective collaboration and leadership.
Overview
26
26
years of professional experience
Work History
Executive Director, Client Account Services
JPMorgan Chase
New York, NY
02.2022 - Current
- Led 30-member Americas team in servicing over 40 platinum clients with $6 trillion in assets under management.
- Facilitated rapid onboarding of 200+ multi-currency custody accounts across 60 markets in 75 days to enhance operational efficiency.
- Designed and co-authored global cost-to-serve taxonomy, facilitating COO's efforts to identify and execute $280M in expense reductions.
- Implemented site location strategies to effectively reduce costs by $160k while ensuring a 90% retention rate.
- Led initiatives to foster collaboration among internal and external stakeholders. Drove a 20% improvement in client engagement through strategic partnerships.
Vice President, Global Markets Transition Manager
JPMorgan Chase
New York, NY
06.2017 - 02.2022
- Directed a team of 10 market professionals, providing comprehensive support to clients while maintaining high satisfaction levels.
- Oversaw onboarding strategy for largest custodial client, coordinating 2800+ accounts across 80+ markets to streamline operations and improve client satisfaction.
- Executed comprehensive market entry assessments, prioritizing adherence to rigorous documentation protocols in international markets, including India.
- Analyzed and rectified data discrepancies, safeguarding largest client from a potential $4 million financial setback.
- Analyzed and improved market SOPs, resulting in a significant boost in team performance.
- Oversaw KYC onboarding procedures and enforced rigorous validation measures to facilitate compliance and optimize client interactions.
- Collaborated with senior management to launch Real Talk initiative, aimed at elevating awareness of inclusion and diversity within the organization.
- Designed and implemented flexible client reporting frameworks to support transparent communication and timely reporting.
Vice President, Custody Onboarding & Prime Services
JPMorgan Chase
New York, NY
09.2008 - 06.2017
- Facilitated faster deal closures by 33% for dual custody and prime operations teams by integrating comprehensive client education modules.
- Developed custody markets team focused on enhancing service delivery based on client feedback.
- Achieved recognition through three consecutive client service excellence awards, ranking in top 20%.
- Supervised a team of 10, managing a regional desk with $1 trillion in assets while implementing strategies to minimize financial claims.
- Reviewed and validated processes to meet prime operations and third-party onboarding audit criteria.
- Ensured compliance and accuracy by achieving a perfect zero-loss record across six internal audits and three external audits.
Assistant Vice President, Account Set-Up
JPMorgan Chase
New York, NY
12.2006 - 09.2008
- Managed team operations of 8 staff to strengthen knowledge in KYC client structure and contract review processes.
- Built SOP Library adopted firm-wide; secured “Satisfactory” audit rating under new SOX controls
- Established initial account opening KYC framework and standard markets training manual to enhance compliance and operational efficiency post-audit.
- Streamline overall team’s way of doing business; improving accounts (25%) and market openings (13%) by 2 business days
Assistant Vice President, Client Service Manager
Bank of New York
New York, NY & Lake Mary, FL
01.2000 - 11.2006
- Executed seamless onboarding process for largest new custody client in two years, integrating services from three external providers.
- Drove the establishment of new Custody hub, scaling from 11 to 70 staff in 4 years
- Mentored 16 junior analysts; launched structured training now housed on LOBs site
- Mitigated firm’s financial exposure during complex market entries in Taiwan and India by navigating IPO trade requirements.
- Analyzed organizational needs and crafted succession plans for new hires to facilitate organic growth initiatives.
- Managed the creation and distribution of daily and weekly reports, ensuring precise reconciliation of custody products to support client service objectives.
- Provided expert guidance and support to clients and internal stakeholders in navigating intricate custody concerns.
Education
BBA - Finance; Minor: International Marketing
Baruch College (CUNY)
New York, NY06.1999
Skills
- Tableau Dashboard, Bloomberg & SWIFT Usage
- SEC / EDGAR data analysis
- Client Service, Onboarding & Engagement, Cross-border on/offboarding, transitions, cost-to-serve analytics
- SOX Controls, KYC Validation, audit remediation
- SOP Design, lean re-engineering, continuous-improvement governance
- Talent development, multi-location team, executive-level stakeholder engagement
- Microsoft 365, SWIFT (MT/ISO 20022), Custody portals, Global Markets' Registrar/Agency
CORE STRENGTHS
- Client Onboarding & Client Services
- KYC Onboarding & Validation
- Cost-to-Serve Taxonomy Analytics
- Operational Risk & Control
- KPI Engineering & Governance
- Talent Development & Engagement
- Regulatory (SEC, FINRA)
- Bloomberg, SWIFT, SEC-Edgar, GLEIF, Global Markets' Registrar/Agency Usage
Timeline
Executive Director, Client Account Services
JPMorgan Chase
02.2022 - Current
Vice President, Global Markets Transition Manager
JPMorgan Chase
06.2017 - 02.2022
Vice President, Custody Onboarding & Prime Services
JPMorgan Chase
09.2008 - 06.2017
Assistant Vice President, Account Set-Up
JPMorgan Chase
12.2006 - 09.2008
Assistant Vice President, Client Service Manager
Bank of New York
01.2000 - 11.2006
BBA - Finance; Minor: International Marketing
Baruch College (CUNY)