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Skills

  • User interface understanding
  • Insurance decisions
  • Tax law expertise
  • Project organization
  • Problem resolution
  • Budgets
  • Document scanning
  • Team Leadership
  • Public speaking
  • Pricing tool development

Work Experiences

  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Was able to effectively respond to customer requests via phone and email, as well as answer questions and inquiries.
  • Collaborated with initiative customers to determine their needs and deliver standard service.
  • Achieved President's Club for excellence in client service support.
  • Answered an average of 16 calls, emails, and faxes per day, responding to customer inquiries, resolving problems, and informing customers about new products.
  • Started two key partnerships that resulted in a 54% increase in revenue.
  • Achieved zero complaints from customers.
  • Copied, logged, and scanned supporting documents before filing everything in the client's files.
  • Assisted in preparing client financial plans.
  • Collaborated with local organizations to provide specialized financial planning assistance to a variety of people with different needs.

Summaries

  • 2 years of experience in client relationship management.
  • Working with financial products for 18 years.
  • Adept at leveraging CRM tools.
  • Costs were consistently reduced while profits were increased.
  • Financial Advisor Assistant with 3 years of successful budget management and quality assurance experience.
  • Financial Advisor Assistant is a multi-talented Financial Advisor Assistant who is consistently rewarded for planning and operational improvements.
  • Customer-focused Sales Representative with 4 years of experience solving problems for clients.
  • Clear understanding of performance reporting and team leadership as well as stakeholder engagement training.
  • Achieved a 67% increase in accuracy of financial data.
  • Dynamic communicator who consistently outperforms company goals and expectations.

Accomplishments

  • Successfully handled sensitive client information in compliance with industry regulations, reducing potential data breaches.
  • Used trend reporting to guide investment adjustments, resulting in a 35% improvement in return on investment for clients.
  • Implemented new data entry protocols, decreasing errors by 59% and improving the flow of information across departments.
  • Assisted in audits, ensuring adherence to regulatory requirements and reducing compliance issues by 40%.
  • Contributed to a compliance initiative that decreased regulatory reporting errors by 67% over 18 months.
  • Documented and resolved program which led to initiative.
  • Generated trend reports that identified key market opportunities, facilitating timely adjustments to portfolios.
  • Developed a CRM-based report summarizing client portfolio performance, contributing to a 24% increase in portfolio efficiency.
  • Enhanced the accuracy and speed of client data entry, reducing manual errors by 31%.
  • Collaborated with financial planners to analyze investment trends, resulting in portfolio adjustments that improved returns by 2%.

Affiliations

  • Association for Computing Machinery
  • Certified Investment Fund Specialist (CIFS) Credential
  • Society of Financial Service Professionals (FSP)
  • International Council of Nurses
  • Accredited Investment Fiduciary (AIF®) Professional
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Participated in Fidelity's Power BI Continuing Education Program
  • American College of Financial Services Alumni Network
  • Financial Planning Association (FPA)
  • American Medical Informatics Association

Certifications

  • Cisco Certified Network Associate (CCNA)
  • CompTIA A+ Technician
  • FINRA Series 63 License
  • Chartered Investment Counselor (CIC)
  • Investment Management Certificate (IMC)
  • First Aid/CPR Certified
  • Certified Fund Specialist (CFS)
  • Certified Trust and Fiduciary Advisor (CTFA)
  • Apple Certified Associate (ACA)
  • Life and Health Insurance License

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