LISA HURST
Newport,RI
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
34
34
years of professional experience
Work History
Relationship Manager
Bell Investment Advisors
Orinda, CA
01.2023 - 03.2026
- Cultivate relationships with clients through effective communication and timely service.
- Facilitated regular client communication to assess and align on financial needs.
- Organized client meetings to discuss investment strategies and updates. and portfolio reviews to enhance advisor-client engagement.
- Collaborate with internal teams on client requests to ensure timely resolutions.
- Coordinate with custodians to process account service requests, including new account openings, cash movement and account updates.
- Provide advisors with necessary reports before review meetings.
- Maintained detailed records of communications and task statuses in CRM to ensure accountability.
- Monitored cash requirements and directed Portfolio Manager to execute trades.
Client Services Associate
Wealth Architects
Mountain View, CA
04.2018 - 07.2022
- Built and maintained strong client relationships based on trust and authenticity to foster long-term partnerships.
- Collaborated with advisors to provide clients with service excellence.
- Streamlined onboarding process for new management clients to ensure smooth transitions and enhance client satisfaction..
- Processed custodian paperwork, including opening new accounts, account transfers, DAF contributions and account maintenance.
- Processed cash transfers, journals, check requests, quarterly tax payments, and domestic & foreign wires to ensure accurate financial operations.
- Handled gift giving for client milestones and life challenges.
- 2019 Impact Associate of the Year
- Conducted training sessions for new customer service associate employees to improve skills..
Securities Operations Specialist II
BNY Mellon Wealth
Menlo Park, CA
03.2016 - 08.2017
- Reconciled and monitored over 900 accounts daily, ensuring accuracy in quarterly reports and invoices.
- Converted over 2,000 accounts to BNY platform through meticulous paperwork preparation.
- Produced spreadsheets and reports for senior management, streamlining account conversion process.
- Filed Class Action claims and voted Proxy, representing relevant clients' interests effectively.
Client Accounts Manager
Atherton Lane Advisers
Menlo Park, CA
02.2005 - 03.2016
- Managed database of over 2,400 accounts ($2.5B AUM), facilitating openings and closures.
- Reconciled and monitored daily operations for 800+ client accounts, ensuring accuracy and compliance in financial transactions.
- Supported 20 Portfolio Managers by resolving account issues and implementing necessary changes.
- Prepared quarterly reports and invoices for 800+ accounts, meeting compliance deadlines and enhancing reporting efficiency.
- Delivered requested spreadsheets and reports to portfolio managers and managing directors, supporting informed decision-making.
- Updated cost basis and tax information for individual accounts as required.
- Priced private investment fund monthly to ensure accuracy in individual tax lots.
- Collaborated with traders and portfolio managers to ensure precision in daily trade details.
Client Accounts Manager
The Portola Group
Menlo Park, CA
10.1992 - 02.2005
- Led team of 5 in monthly reconciliation of client portfolios, enhancing accuracy of invoicing.
- Reviewed team output regularly to uphold quality standards and ensure client satisfaction.
- Provided quarterly reports and invoices for client accounts.
- Collaborated with Portfolio Managers to resolve account discrepancies, improving client trust and retention.
- Recorded daily trades, cash transactions, and stock activity efficiently.
Client Service Associate
Edelman Financial Engines
Providence
05.2026 - Current
- Supported client onboarding for Edelman Financial Engines advisory teams.
- Managed client service requests through CRM and case tracking systems.
- Coordinated account paperwork with custodians and financial institutions.
- Responded to client inquiries with clear, professional communication.
- Assisted advisors with follow-up tasks and meeting preparation.
- Resolved issues that arose during account transfers or other operations processes in a timely fashion.
- Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
- Maintained accurate records of all client transactions and communications.
- Developed relationships with clients through regular contact, including phone calls and emails.
- Followed up with clients regarding open items or outstanding paperwork required for completion of transactions.
- Provided superior customer service by responding promptly to client inquiries and requests.
- Warmly greeted customers by employing positive telephone etiquette and asking well-rounded questions to identify issues.
Education
Bachelor of Science - Accounting
Santa Clara University
Santa Clara, CASkills
- Interpersonal skills
- Operations management
- Team collaboration
- Attention to detail
- Communication expertise
- Schwab website proficiency
- Microsoft Office and Adobe Acrobat proficiency
- Professionalism under pressure
- Customer insights
- Account management
- Creative problem solving
Timeline
Client Service Associate
Edelman Financial Engines
05.2026 - Current
Relationship Manager
Bell Investment Advisors
01.2023 - 03.2026
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