Jessica Cline

Jessica Cline

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  • Timeline

  • About me

    Senior Client Service Specialist, Operations & Marketing at TFG Advisors

  • Education

    • Wayne State University

      2015 - 2019
      Bachelor of Science (B.S.) Business Administration and Management, General

      Activities and Societies: Mike Illitch School of Business, WSU Chi Alpha

  • Experience

    • BorgWarner Inc.

      Jan 2017 - Apr 2019

      In this position, I support the coordination and communication of our company's wellness strategy through a variety of projects and activities, as well as other HR related assignments.KEY ACCOUNTABILITIES:-Create monthly communications related to health and wellness for distribution to US locations-Assist with researching, implementing, and promoting US health initiatives-Wellness Lead on the Great Places to Work Committee, assisting with event/program planning-Manage the yearly Global Walking Challenge including vendors, program integration across global locations, and required reporting-Measure, report, and present on the ROI of wellness programs-Researching and applying for grants and accreditation of our wellness programs Show less In this position, I supported the cash management and financial transactions of our company's Treasury department through a variety of projects and activities, as well as other finance related assignments.KEY ACCOUNTABILITIES:-Organize all wire/ACH transactions through the company, and set the daily cash position from analyzing the borrowing worksheets and daily debt spreadsheets-Issue commercial paper, trade FX, help our treasury analyst with all monthly netting transactions, and set up users/banks into our cash system (Kyriba)-Work on various finance related projects- ex. banking guarantees, quarter end binder compilations, and documentation of all cash-related procedures Show less

      • HR Benefits Intern and Wellness Coordinator at BorgWarner Inc.

        Jan 2018 - Apr 2019
      • Treasury/Finance Intern

        Jan 2017 - Dec 2017
    • TFG Advisors

      Jul 2019 - now

      In this position, I assist the TFG Management team in servicing the needs of the firms clients.KEY ACCOUNTABILITIES:-Works with team to ensure proper and successful onboarding of all new clients - this includes CRM software updates, custodial paperwork completion, and ongoing monitoring of asset transfers, account set-ups, etc.-Assists in monitoring monetary inflows and outflows.-Manages client communications and follow-up of other client custodians.-Provides administrative workflow and general office support and reporting. Show less

      • Senior Client Service Specialist, Operations & Marketing

        Jan 2021 - now
      • Client Service Specialist

        Jul 2019 - Dec 2020
  • Licenses & Certifications

    • Assemblies of God Certified Minister

      Assemblies of God-Michigan District
      Jan 2018