Megan Morrissey
New Castle,DE
Summary
Energetic, creative, experienced professional skilled in client relationship management, client onboarding, corporate document compliance, project management, digital communications and proactive problem solving. Strong communicator with excellent organizational strengths & superior work ethic.
Overview
18
18
years of professional experience
Work History
Business Analysis Associate
J.P. Morgan Chase (contract worker)
01.2023 - Current
- Develop and maintain strong relationships with internal stakeholders to assist with completion of Legal, Risk & Compliance matters.
- Coordinate and lead meetings engaging business partners in order to facilitate assessment of Legal, Regulatory and Policy changes for their line of business.
- Perform ongoing analysis of annual certification process adherence to meet KPI criteria and develop ad-hoc reports as requested to support business-related programs and strategies.
- Collaborate with colleagues coordinating movement of controls, processes, legal obligations and documents to ensure correct line of business placement.
Client Onboarding Services Associate
BlackRock (contract worker)
03.2023 - 08.2023
- Reviewed, created & processed reporting requirements for various financial investments/funds as part of client onboarding process.
- Handled complex data management & reporting requirements ensuring all necessary financial information was provided to clients as timeline specified.
- Participated & engaged in multi departmental meetings to ensure requirements for upcoming pipeline items were allocated & handled properly by intended fund date.
Client Relationship Officer
Intertrust Group
03.2019 - 11.2022
- Managed 40+ client relationships through onboarding, corporate set up & maintenance and continued jurisdictional compliance requirements.
- Addressed key client queries by acting as a liaison utilizing a network of government agencies & vendors in order to deliver clients' desired results.
- Managed and maintained clients' corporate compliance records in all US States & jurisdictions.
- Prepared & submitted high priority corporate legal documents on demand and escalated to senior management/appropriate state agency in matters that required urgency.
Vice President/Director of Operations
Smith Katzenstein & Jenkins LLP
08.2017 - 03.2019
- Managed and performed all business operations needs and duties for Delaware Corporations LLC and its' 3000 clients.
- Processed all client requests from inception to completion ensuring all accounting, onboarding, KYC and state requirements were met.
- Built client relationships as the sole point of customer contact for all matters handled by Delaware Corporations LLC.
- Managed all funds in the state and business banking accounts and created, invoiced and maintained monthly accounting records for tax and billing purposes.
- Increased sales by 11% in the first year through customer account management, marketing, customer discount initiatives and relationship building.
Client Service Representative
National Corporate Research
10.2015 - 02.2016
- Reviewed, analyzed and input various Corporate and UCC legal documents ensuring that Delaware legal requirements were met while working with customers to exceed business and corporate needs.
- Served as a knowledge resource for Delaware corporate law through research, gained experience and training on governance of corporate entity set up and management.
- Built and maintained relationships with members of the legal services field and State of Delaware as a means to increase customer value and trust..
Senior Corporate Operations Specialist
CT Corporation/Wolters Kluwer
10.2006 - 05.2015
- Reviewed, analyzed and input various Corporate and UCC legal documents ensuring that Delaware legal requirements were met while working with customers to exceed business and corporate needs.
- Increased customer satisfaction by processing & completing time sensitive documents while meeting urgent deadlines in a timely manner.
- Documented and reported monthly employee work processes and completed totals for management analysis, review & projections for upcoming business needs.
- Served as a member on a project which created and implemented changes to a national level report that saved the company $50-$100k a year.
Education
Education
Wilmington University
New Castle, DESkills
Technical skills: Legal Document Review Client Relationship Management Project Management Client Onboarding Training and mentoring Digital Communications Microsoft applications proficiency
Interpersonal skills: Critical thinking Verbal communication Active-listening Organization Relationship Building Time-management Multi-Tasking Task delegation Teamwork Problem Solving Conflict Resolution
Timeline
Client Onboarding Services Associate
BlackRock (contract worker)
03.2023 - 08.2023
Business Analysis Associate
J.P. Morgan Chase (contract worker)
01.2023 - Current
Client Relationship Officer
Intertrust Group
03.2019 - 11.2022
Vice President/Director of Operations
Smith Katzenstein & Jenkins LLP
08.2017 - 03.2019
Client Service Representative
National Corporate Research
10.2015 - 02.2016
Senior Corporate Operations Specialist
CT Corporation/Wolters Kluwer
10.2006 - 05.2015
Education
Wilmington University