Elisabeth Vautrin

Managing large and complex account openings for multiple entities in multiple jurisdictions across the globe. Providing information and solutions to customers as the first dedicated point of contact. Assisting in deal structuring, working with internal business partners to collate and issue customer documentation packages for account opening globally, electronic banking and other products . Working closely with the Para-legal, Client Sales Management and Implementation teams.

Managing own portfolio of corporate and institutional accounts within Western European and African markets offering multilingual support in German, French and Spanish. Maintaining structured reporting of all enquiries and investigations handled for managed clients across EMEA. Achieving Sales targets and managing the on boarding of new clients; providing frequent sales performance updates. Implementing new processes to enhance performance of daily transactional management.

Managing and controlling German market specific operational processes for Proxy voting solutions. Interacting between Operations and Client Relationship Management. Main contact and vote coordinator for Germany’s biggest fund manager. Sourcing relevant information for German meetings, overseeing and managing Ballot creation for Proxy voting platform.