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Skills

  • Business Development
  • Customer service excellence
  • Client needs assessment
  • Conflict resolution
  • Client portfolio analysis
  • Data analysis and reporting
  • Trend analysis expertise
  • Program equipment
  • Financial planning
  • Tax law expertise

Work Experiences

  • Achieved growth for 2016.
  • Acted as inter-departmental liaison to drive key projects and eliminate silos, boosting overall productivity and improving multi-department alignment by 44%.
  • Analyzed client portfolios and recommended tailored strategies, resulting in increased portfolio growth by 65% in 2015.
  • Looked for industry trends on social media and through online sources.
  • Achieved 26% budget increase in 2015.
  • Achieved a 41% growth in portfolio size.
  • Boosted overall productivity.
  • Achieved results over the past year.
  • Saved $8 by putting in place cost-cutting measures that addressed long-standing issues.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.

Summaries

  • Senior Client Associate with 7 years of experience working with financial products.
  • Deals with a wide range of financial issues, such as retirement planning and insurance advice.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Achieved 46% improvement in satisfaction metrics.
  • Within Banking and Financial Services, senior Senior Client Associate and outstanding performer in cross-functional collaboration and data analysis.
  • Client-focused Senior Client Associate proficient in leading CRM strategy, effectively tracking all touchpoints to cultivate relationships and increase retention by 20% %.
  • Achieved 40% service enhancement for key clients.
  • Client-centric Senior Client Associate with an emphasis on service efficiency, achieving a 79% boost in service performance through collaborative efforts with internal teams.
  • Conducted monthly financial analysis.
  • Senior Client Associate with 14 years of successful team leadership and process improvement experience.

Accomplishments

  • Collaborated with cross-functional teams to implement client feedback, leading to a 50% increase in satisfaction within 8 months.
  • Improved client feedback response times by 14 hours, driving a 21% boost in overall satisfaction scores.
  • Achieved 62% reduction in onboarding errors by introducing best-in-class workflow procedures.
  • Recognized with Excellence Award in 2024 for surpassing client growth expectations, achieving a 70% portfolio growth.
  • Streamlined use of Adobe Creative Suite for client documentation processing, resulting in a 65% reduction in error rates and process times.
  • Effectively handled requests and escalations from VIP clients, maintaining a 79% satisfaction rating while resolving critical issues.
  • Resolved up to 16 complex client conflicts per quarter, achieving a satisfaction rate of 47% across accounts.
  • Managed complex client transactions exceeding 13 in value, ensuring accuracy and regulatory compliance.
  • Drove post-sales client engagement strategies, leading to a 20% improvement in client onboarding over several months.
  • Successfully turned 71% of at-risk clients into long-term retained accounts by leveraging personalized communication strategies.

Affiliations

  • Society of Human Resource Management
  • Private Wealth Management Association (PWMA)
  • Association of Information Technology Professionals
  • Association for Supply Chain Management (APICS)
  • Institute of Asset Management (IAM)
  • Association of Professional Investment Consultants (APIC)
  • American Bankers Association (ABA) Wealth Management and Trust
  • International Association for Professional Financial Consultants (IAPFC)
  • Certified Financial Services Security Professional (CFSSP)
  • Financial Planning Association (FPA)

Certifications

  • Certified Customer Success Manager (CCSM) - Ironclad Systems
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Relationship Sales Professional (CRSP) - Austin, 2022
  • Certified Salesforce Administrator – system
  • CompTIA Network+
  • Project Management Professional (PMP)
  • Advanced Negotiation Skills Certification - process
  • Salesforce
  • CompTIA A+ Technician
  • Certified Customer Experience Strategist (CCXS) - Austin, 2022

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