Summary
Overview
Work History
Education
Skills
Timeline
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Paul Calamari

Washington Township,NJ

Summary

Experienced customer-centric professional with 15 plus years skilled in delivering exceptional service, managing operational processes, and executing robust strategies to meet both individual and institutional client requirements. Demonstrates strong interpersonal and complex problem-solving abilities, exceeding customer expectations, and collaborating with cross-functional teams. Committed to providing a seamless and positive client experience while maintaining confidentiality and regulatory compliance.

Overview

18
18
years of professional experience

Work History

Client Service Manager

BNY Mellon
12.2014 - 06.2023


  • Delivered exceptional client support, addressing moderately complex operational and technical issues; resolved due diligence, account reviews, and statement reconciliations, ensuring positive customer experience and improved loyalty through resolving client complaints
  • Developed effective solutions for challenging situations and fostered the company's reputation for exceptional service
  • Increased business profitability by leading, closing and servicing of bond deals with values between $3M and $70M throughout the deal life cycle
  • Enhanced client satisfaction by overseeing management of security trades, money movements, and money market investments, while ensuring timely execution in response to specific requests from diverse portfolio of 30 to 40 clients
  • Optimized compliance processes for 40 clients through in-depth metric evaluation resulting in a 20% reduction in errors and saving 10 hours per week.

Corporate Trust Administrator

BNY Mellon
03.2014 - 12.2014
  • Managed over 45 portfolios, overseeing vital tasks such as funds transfer, trade clearance, compliance monitoring, and client service and communication
  • Leveraged strategic workflow organization to enhance accuracy in administering client accounts, reducing errors by 15%
  • Implemented and administered key specialized functions, ensuring adherence to all firm and corporate trust policies and practices, resulting in streamlined business operations and improved compliance.

Client Services Representative

Glickenhaus & Company
07.2005 - 03.2013
  • Streamlined record-keeping processes, ensuring accuracy and timeliness of transactions for clients; processed asset movement requests, including ACH, wire transfers, checks, and journals, minimizing errors and enabling seamless ACAT transfers, strengthening client relationships
  • Guaranteed prompt and accurate dissemination of critical tax-related details by providing comprehensive tax information to diverse clientele of 40 to 50 clients
  • Prevented potential penalties by addressing IRA distribution requests, verifying clients' compliance with annual required
  • Education minimum distributions, and ensuring adherence to regulatory obligations
  • Led the implementation of a user-friendly online access system for client accounts, resulting in a 30% decrease in customer inquiries related to online access while driving client engagement.

Education

Bachelor of Science - Management & Information Systems

Dominican College
Blauvelt, NY

Bachelor of Science - Marketing Management

Dominican College
Blauvelt, NY

Skills

Client Service Management

Career Experience

Account Management

Strategic Planning and Execution

Client Satisfaction and Retention

Team Collaboration

Regulatory Compliance

Relationship Building

Communication and Negotiation

Timeline

Client Service Manager

BNY Mellon
12.2014 - 06.2023

Corporate Trust Administrator

BNY Mellon
03.2014 - 12.2014

Client Services Representative

Glickenhaus & Company
07.2005 - 03.2013

Bachelor of Science - Management & Information Systems

Dominican College

Bachelor of Science - Marketing Management

Dominican College

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Paul Calamari