CHARLES ALLARD
Kansas City
Summary
Experienced Client Relationship and Operations Manager with a demonstrated history of working in operations and financial services industry. Hard-working Supervisor with exceptional experience leading teams, delivering results and exceeding expectations. Creative and motivated leader adept at utilizing exceptional design and planning strengths to accomplish complex projects. Skilled in teaching new concepts and best practice strategies.
Overview
19
19
years of professional experience
Work History
leader
- In industry by managing client relationships responsible for collaboration with key client accounts and providing high level of customer care
- Consulted and played a leadership/oversight role in key clients projects/initiatives including contracts negotiations, fund mergers, fund acquisitions, e-Media, internal/SEC audit reviews, system testing and due diligence reviews
- Performed frequent customer visits to maintain positive and productive relationships
Investment & Mail Operations Manager
Ascensus
01.2004 - Current
- Recognized leader in industry by managing client relationships responsible for collaboration with key client accounts and providing high level of customer care
Client Relationship Manager
DST Systems Inc
08.2010 - 07.2018
Group Manager
DST Systems Inc
05.2005 - 08.2010
- Managed day-to-day operations, including supervision and assignment delegation for 50+ member teams
- Strengthened operational efficiencies, developing organizational best business practices for confidential client records and reports
- Forecasted trends in expected business levels and adjusted labor and inventory to match expectations
- Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability
Education
Bachelor of Science - Business Administration and Management
University of Central Missouri
1995
Associate of Arts - Business Administration and Management
Moberly Area Community College
1993
Skills
- Relationship building and management
- Business negotiation
- Cross-selling and up-selling
- Key account generation
- Revenue retention
- Business development
- Strategic outreach
- Client service-driven
- Compliance requirements
- Operations Management
- Strategic Decision-Making
Accomplishments
- Business Development
- Initiated two key partnerships which resulted in 20% revenue growth
- Client Interface
- Collaborated with prospective clients to prepare efficient product marketing strategies and drive business development
- Process Improvement
- Created new departmental procedures manual
- Assessed organizational training needs
- PROFILE
- LinkedIn/charles-allard-076aba78 .
Timeline
Client Relationship Manager
DST Systems Inc
08.2010 - 07.2018
Group Manager
DST Systems Inc
05.2005 - 08.2010
Investment & Mail Operations Manager
Ascensus
01.2004 - Current
leader
Bachelor of Science - Business Administration and Management
University of Central Missouri
Associate of Arts - Business Administration and Management
Moberly Area Community College
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