Diane Bonenberger, MBA

Client Service Associate, Fiduciary Plan Solutions/Marketing at DBR & CO
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Contact Information
us****@****om
(386) 825-5501
Location
Pittsburgh, Pennsylvania, United States, US

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Credentials

  • Data Analytics
    Google
    Aug, 2021
    - Nov, 2024
  • Retirement Plan Fundamentals Certificate
    American Retirement Association
    Apr, 2021
    - Nov, 2024
  • Meta Certified Digital Marketing Associate
    Meta
    Apr, 2023
    - Nov, 2024

Experience

  • DBR & CO
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Service Associate, Fiduciary Plan Solutions/Marketing
      • Mar 2021 - Present

      •Manages a book of 44 retirement plans by providing client and advisor support, drafting and distributing quarterly reports and maintaining plan provisions on Salesforce/other CRM •Runs a SWOT analysis to benchmark and implement inhouse social media strategies to increase social media presence •Partners with Web Developer on redesign of new website by uploading and proofreading content •Designs and maintains client database in Excel to spearhead KPIs, marketing campaigns, business development, and sales •Creates client dashboards in Excel and Microsoft PowerBI •Redesigns Sales Reports in Microsoft PowerBI to present at sales meetings •Uses Adobe Creative Cloud products (Photoshop, Illustrator, InDesign) and Canva to create marketing materials, social media banners, memos, client emails, and other correspondence Show less

  • Mellon
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Lead Representative-Cash Operations
      • Feb 2019 - Mar 2021

      • Manage approximately 1100 investment client accounts and $164 billion of assets under management, including hedge fund and separately managed accounts with a 99% accuracy • Manually process client-directed cash flows for collective fund accounts in a timely and accurate manner adhering to strict deadlines• Process NSCC activity for daily liquidity clients• Implement new review procedures, used Excel to automate manual processes as needed. Facilitated the transition from a paper-based system to a paperless system• Complete adhoc purchase/redemption activity and wire processing for collective fund and daily liquidity participant accounts• Work with high risk clients, requiring exceptional attention to detail and communication skills• Apply knowledge to determine solutions to complex problems requiring independent thinking Show less

    • Cash Operations Senior Associate
      • Jan 2016 - Feb 2019

      •Process client-directed cash flows for collective funds in a timely and accurate manner.•Communicate with a broad range of internal and external parties.•Manage collective funds, hedge funds and separately managed accounts, which include high volumesand large dollars amounts that must be accurately processed into CMS on a daily basis.•Complete purchase/redemption activity and wire processing for MCM and daily liquity participant accounts, clients, record keepers, custodian banks, and hedge fund administrators.•Generate reports for Client Service persons, Portfolio Managers, Accounting, Client Operations,and meet client demands.•Work with high risk clients requiring exceptional attention to detail and communication skills. Show less

  • BNY Mellon
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Support Specialist I
      • Feb 2014 - Jan 2016

      • Provided relationship management support to investment advisors and clients by collaborating with internal and external groups• Invested/divested cash balances, monitored overdrafts and idle U.S. and foreign market balances, and ensured completion of all transaction processing• Reviewed and approved foreign exchange transactions and outgoing wires• Completed daily critical controls and ensured compliance with internal procedures and industry regulations• Researched client issues and provided resolution, maintaining strong relationship management Show less

    • Instructions Verification Center Processor
      • Feb 2013 - Feb 2014

      • Authenticated incoming manual messages and distributed them to the relevant department• Acted as a liaison between clients and associated departments to deliver high-quality results and meet client's needs• Performed monthly account reconciliations• Adhered to strict rules and procedures to minimize errors and prevent internal & external criminal activity

    • Benefit Payment Specialist
      • Jun 2011 - Feb 2013

      • Completed monthly pension payroll process for approximately 23,000 retirees• Researched, reviewed, and responded to telephone inquiries from individuals, brokers, administrative staff• Utilized support software and databases to log inquiries, research information, and solve customer problems• Trained new team members, lead and managed trainees• Performed a root cause analysis for difficult customer experience scenarios• Consistently ranked in the top 5-10% of all associates in monthly quality and performative metrics Show less

Education

  • Southern New Hampshire University
    Master of Business Administration (MBA), Accounting
    2013 - 2017
  • West Virginia University
    Bachelor of Arts (B.A.), Foreign Languages; Spanish
    2006 - 2010

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