Jeanette De La Rosa

Account Manager at Millennium Trust Company
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Chicago Area

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Credentials

  • SharePoint Online Essential Training: The Basics
    LinkedIn
    Sep, 2020
    - Nov, 2024
  • Body Language for Women
    LinkedIn
    Jul, 2020
    - Nov, 2024
  • Human Resources: Using Metrics to Drive HR Strategy
    LinkedIn
    Jul, 2020
    - Nov, 2024
  • Logo Trend Report 2019-2020
    LinkedIn
    Jul, 2020
    - Nov, 2024

Experience

  • Millennium Trust Company
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Account Manager
      • Aug 2021 - Present

      -Managing daily operations that relate to fund custody services for managed funds or other pooled investment vehicles. -Duties for assigned clients include: -- Processing fund subscriptions and redemptions --Re-registering assets -- Execution of fund investments, exchanges, redemptions, and liquidations or fund assets -- Processing fund expenses -- Generate quarterly statements and prepare invoices - Serving as the main point of contact for the client service team, responsible for completing and escalating client requests and inquiries as needed. - Working cross-functionally with various departments to manage the onboarding of new clients. - Developing, strengthening, and maintaining a positive relationship with clients through verbal and written communication. - Training new employees on client service protocols, asset and cash transactions, and coaching them as they develop their own book of clients. Show less

  • BMO U.S.
    • United States
    • Banking
    • 700 & Above Employee
    • Customer Service Representative
      • Jun 2019 - Jul 2021

  • PNC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Bank Teller
      • Mar 2016 - Mar 2017

  • Starbucks
    • United States
    • Retail
    • 700 & Above Employee
    • Shift Supervisor
      • May 2013 - Aug 2015

Education

  • Dominican University
    Bachelor of Business Administration - BBA, Management
    2017 - 2021

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