Lisa Hurst
Cupertino,CA
Summary
Knowledgeable and dedicated customer service professional with extensive experience. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, energetic and results-oriented with a passion for developing and cultivating relationships.
Overview
32
32
years of professional experience
Work History
Relationship Manager
Bell Investment Advisors
01.2023 - Current
- Communicate regularly with clients to understand financial needs.
- Build and maintained relationships with new and existing clients while providing high level of service and expertise.
- Develop and cultivated lucrative relationships with both new and existing clients through effective communication, exemplary interpersonal skills and timely completion of requests.
- Schedule clients meeting and portfolio reviews on behalf of advisor.
- Coordinate with custodian to process a variety of account service requests including cash transfers, journals, check request, wires, opening new accounts and updating existing accounts.
- Communicate with internal team and advisors on all client issues to ensure a timely resolution.
- Provide Advisors with reports and additional information in advance of review meetings.
- Keep detailed records of all communication and status of tasks in CRM.
- Keep an eye out on cash needs and task Portfolio Manager to place trades for client as needed.
- Contribute to ad hoc team projects.
Client Services Associate
Wealth Architects
04.2018 - 07.2022
- Established strong client relationships, cultivated with trust, authenticity and care.
- Processed custodian paperwork, including opening new accounts, account transfers, DAF contributions and account maintenance.
- Handled heavy cashiering including cash transfers, journals, check requests, quarterly tax payments, domestic & foreign wires.
- Handled gift giving for client milestones and life challenges.
- Collaborated with advisors to provide clients with service excellence.
- 2019 Impact Associate of the Year.
- Onboarded new management clients.
- Trained new CSA employees.
Securities Operations Specialist II
BNY Mellon Wealth
03.2016 - 08.2017
- Prepared/processed paperwork to convert 2000+ accounts to BNY platform.
- Provided senior management with spreadsheets and reports as needed for account conversion to BNY platform.
- Reconciled and monitored 900+ accounts daily and provided Quarterly Reports and Invoices.
- Filed Class Action claims and voted Proxy for appropriate clients.
Client Accounts Manager
Atherton Lane Advisers
02.2005 - 03.2016
- Managed account data base of 2400+ accounts, opening and closing accounts as needed.
- Reconciled and monitored daily 800+ client accounts for firm total of 2.5B AUM. Supported 20 Portfolio Managers in solving account issues and making account changes for their high net worth clients.
- Updated cost basis, tax information, account changes as needed for individual accounts.
- Priced private investment fund monthly to show individual tax lots.
- Worked with traders and portfolio managers to ensure accuracy of daily trade details.
- Prepared quarterly reports and invoices for 800+ accounts.
- Worked efficiently and met deadlines for quarterly reporting, invoicing and special projects.
- Prepared spreadsheets and provided reports to all portfolio managers and managing directors when requested.
Client Accounts Manager
The Portola Group
10.1992 - 02.2005
- Managed team of 5 responsible for reconciliation of client's portfolios, account maintenance, quarterly reporting and invoicing.
- Timely review of team output and quality of work.
- Reconciled client's portfolios on monthly basis and provided quarterly reports and invoices.
- Supported Portfolio Managers with problem solving and account discrepancies.
- Input daily trades, cash and stock activity.
Education
Bachelor of Science - Accounting
Santa Clara University
Santa Clara, CA2017
Skills
- Strong Interpersonal Skills
- Operations Management
- Motivated Team Player
- Attention to Detail
- Excellent Communicator
- Proficient with Schwab, TD Ameritrade and Fidelity websites
- Proficient with Excel, Word, Adobe Acrobat and Salesforce
- Calm and Professional Under Pressure
- Intuitive Understanding of Customer Needs
- Customer Account Management
- Creative Problem Solving
Timeline
Relationship Manager
Bell Investment Advisors
01.2023 - Current
Client Services Associate
Wealth Architects
04.2018 - 07.2022
Securities Operations Specialist II
BNY Mellon Wealth
03.2016 - 08.2017
Client Accounts Manager
Atherton Lane Advisers
02.2005 - 03.2016
Client Accounts Manager
The Portola Group
10.1992 - 02.2005
Bachelor of Science - Accounting
Santa Clara University
Interests
- Cooking, Dining out, Real Estate, Community, Traveling, Hiking, Movies, Volunteering
Interests
- Community, Traveling, Hiking, Cooking, Movies, Volunteering, Dining Out, Real Estate, Voice Over
Similar Profiles
Kartik Singh KabirKartik Singh Kabir
Research Analyst at ACME Investment AdvisorsResearch Analyst at ACME Investment Advisors
Jaden SlusiewiczJaden Slusiewicz
Intern at Signature Estate & Investment AdvisorsIntern at Signature Estate & Investment Advisors
Divya GhaiDivya Ghai
Senior Accounts Executive at Abundance Investment Advisors LLPSenior Accounts Executive at Abundance Investment Advisors LLP