Loretta Merritt
Summary
Professional with focus on client relations and support services. Well-versed in managing client accounts and addressing their needs to ensure seamless service delivery. Reliable team collaborator known for adaptability and results-driven approach. Skilled in problem-solving and maintaining strong client relationships.
Overview
17
17
years of professional experience
Work History
Client Associate
Brown Brothers Harriman
09.2019 - Current
- Respond promptly to client inquiries via phone, email, zoom, demonstrating commitment to exceptional service standards.
- Assist in the retention of high-value clients through proactive communication and exceptional service delivery.
- Enhance client satisfaction by addressing inquiries and resolving issues in a timely manner.
- Facilitate new client onboarding process and investment account setup, collaborating with internal teams, providing a smooth transition.
- Coordinate clients request for wires, ach, and checks, ensuring funds were sent and followed up with clients with confirmation.
- Ensure timely processing of transactions, reducing errors and improving overall client satisfaction levels.
- Resolve client issues efficiently, professionally, and with understanding, escalating if needed.
- Actively work within a team environment sharing ideas, procedures, best practices, and training in a positive and collaborative work culture.
- Review KYC documentation and reached out to clients for required documents and information for due diligence.
- Ensure regulation, policies, rules, privacy and security are adhered to.
Client Service Associate
Bryn Mawr Bank
06.2017 - 08.2019
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
- Educated clients about billing, payment processing and support policies and procedures.
- Ensured money movement transactions were accurately processed in AddVantage system.
- Managed receptionist area by greeting visitors, responding to telephone, and email inquiries and providing information for in-person requests.
Portfolio Assistant
TIAA
01.2008 - 05.2017
- Developed personal rapport with each client to maintain client loyalty and establish long-term accounts.
- Served as a trusted intermediary between Portfolio Managers and Operations teams, ensuring seamless coordination of various administrative tasks related to portfolio management.
- Assisted Portfolio Managers in preparing and delivering high-quality client presentations to high-net worth clients.
- Troubleshoot trade related issues with middle office partners.
- Partnered with Portfolio Managers, Operations, Middle Office, and Administrators to aid in account set-up, ongoing due diligence, maintenance of existing securities, and tracking.
- Created Investment Policy Statements for investment accounts.
- Attended client-facing meetings with Wealth Management Advisors.
- Compiled information for clients' Annual Review Meetings.
Education
Master of Science - Negotiations And Conflict Management
Baltimore University
Baltimore, MDBachelor of Science - Organizational Management
Nyack College
New York, NYSkills
- Wealth Management
- Mutual funds
- Client onboarding
- Relationship building
- Problem-solving abilities
- Teamwork and collaboration
- Excellent communication
- Compliance awareness
- Pivotal CRM
- AddVantage
- SharePoint
Timeline
Client Associate
Brown Brothers Harriman
09.2019 - Current
Client Service Associate
Bryn Mawr Bank
06.2017 - 08.2019
Portfolio Assistant
TIAA
01.2008 - 05.2017
Master of Science - Negotiations And Conflict Management
Baltimore University
Bachelor of Science - Organizational Management
Nyack College
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