OLGA RIDER
Carmel,IN
Summary
Client-focused investment operations professional with nearly 10 years of experience supporting wealth management clients. Leads daily investment account administration, including account system setup, initial funding coordination, and preparation of client meeting packets. Manages and delivers professional communication with clients and portfolio managers while ensuring accuracy, compliance, and risk awareness. Known as a trusted resource with strong organizational skills, systems expertise, and a consistent client-first mindset. Ready to contribute and leverage this experience within an organization that values superior service and the unique needs of wealth management clients.
Overview
11
11
years of professional experience
Work History
Investment Client Support Manager
The National Bank of Indianapolis
12.2019 - Current
- Managing high net worth client relationships through exceptional service delivery.
- Preparing account deposits and disbursements; monitoring of daily client transactions.
- Providing administration of new investment accounts, including account system set-up and coordination of account initial funding.
- Daily client communications, including troubleshooting and problem solving.
Relationship Banker
The National Bank of Indianapolis
09.2016 - 12.2019
- Assisted clients with new account openings, credit card applications and account maintenance.
- Resolved client issues promptly with a service-oriented approach.
- Assisted clients in navigating their personal and business banking and lending needs.
- Provided backup support to the teller team by processing cash transactions when necessary to maintain efficient customer service.
Customer Support Representative,
The National Bank of Indianapolis
10.2015 - 09.2016
- Delivered exceptional customer service by assisting bank clients with account inquiries and resolving issues efficiently.
- Managed the processing of cash shipments with strict attention to accuracy and compliance standards.
- Maintained a balanced cash drawer, following security and compliance procedures to reduce risk and ensure accuracy.
Teller
U.S. Bank
03.2014 - 10.2015
- Ensured a high-quality customer experience by resolving issues promptly.
- Processed daily financial transactions including deposits, withdrawals, payments, and transfers with speed and accuracy.
- Received recognition for maintaining high customer satisfaction scores, identifying opportunities and referring clients to a banker for additional financial services.
Education
Bachelor`s Degree in Accounting
Pacific State University of Economics
Vladivostok, Russia 07-2009
Specialized Studies in Accounting
College of Dalnevostochnyi State University
Vladivostok, Russia 06-2004
Skills
- Customer Satisfaction
- Problem-solving
- Communication
- Attention to Detail
- Time management
- Teamwork
Awards
- Stellar Teller Award | US Bank – Top regional performer for sales and service (Dec 2014, Mar 2015)
- Step Up Increase Award | US Bank – Earned for highest performance rating and excellence (June 2015)
Timeline
Investment Client Support Manager
The National Bank of Indianapolis
12.2019 - Current
Relationship Banker
The National Bank of Indianapolis
09.2016 - 12.2019
Customer Support Representative,
The National Bank of Indianapolis
10.2015 - 09.2016
Teller
U.S. Bank
03.2014 - 10.2015
Bachelor`s Degree in Accounting
Pacific State University of Economics
Specialized Studies in Accounting
College of Dalnevostochnyi State University
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