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Skills

  • Complex financial transaction execution
  • Credit card processing
  • Data-driven decision making
  • Client Retention Strategies
  • Shipping procedures understanding
  • Report preparation
  • Recordkeeping strengths
  • International sales support
  • Fostering collaboration among departments
  • Money handling abilities

Work Experiences

  • Customer service training processes were implemented and developed by me.
  • Established long-term, loyal customer relationships by providing excellent service and detailed order, account, and service information.
  • Taught new employees about the company's operations, policies, and services.
  • Collaborated with vendors to plan more than 6 daily pickups and weekly deliveries.
  • Improved efficiency and performance by tracking team member productivity and providing feedback.
  • Double-checked order data on a one year basis to ensure that transactions and shipping dates were correct.
  • Facilitated standard orders and ensured that they were completed accurately in order to meet tight deadlines.
  • Processed 15 invoices and mailed documentation to clients each the past year.
  • Was in charge of replacing damaged or missing products in a timely and efficient manner.
  • Recommended, selected, and assisted in locating and obtaining out-of-stock product based on customer requests.

Summaries

  • Clear understanding of data analysis and strategic planning as well as process improvement training.
  • Upbeat and vivacious, with grace in dealing with adversity via resourcefulness and adaptability.
  • Expert at providing relevant information and options for resolving problems effectively.
  • Dedicated to learning, growing, and succeeding in Customer Service.
  • Customer service specialist with over 10 years of experience resolving account and service issues for Customer Service clients.
  • Dedicated to achieving established targets and team goals and has a track record of success.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the method business.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Motivated to address customer concerns directly and efficiently, develop proactive solutions, and implement corrections quickly.
  • Working with stressed, confused, and upset people who need benefits information and supportive guidance to navigate framework systems is one of my specialties.

Accomplishments

  • Collaborated with legal teams to coordinate trust and estate plans for 6 families with net worths over $11, ensuring compliance and optimal financial outcomes.
  • Successfully managed high-net-worth client portfolios with a combined total of $5, ensuring portfolio growth and client satisfaction through tailored advisory services.
  • Developed a specialized reporting dashboard to track and manage client inquiries within a 17-hour response window, improving client satisfaction by 48%.
  • Exemplified knowledge and application of investment and tax planning strategies, leading to a 23% increase in average portfolio returns.
  • Collaborated with team of 14 in the development of standard.
  • Spearheaded an initiative to enhance estate management coordination, reducing processing time for complex estates by 56%.
  • Audited CRM systems to identify data inconsistencies, improving the accuracy of client information by 40%, ensuring compliance with industry regulations.
  • Achieved Excellence Award for consistently maintaining a 68% client retention rate over 9 consecutive years.
  • Maintained a high level of personalized communication with clients, leading to a 32% post-engagement referral rate increase.
  • Developed and maintained key client relationships that directly supported a 59% increase in yearly client referrals.

Affiliations

  • Member of High Net-Worth Client Service Focus Group
  • Trust and Estate Professionals Association
  • International Council of Nurses
  • Member of CFA Institute to deepen expertise in investment strategies
  • Lions Club
  • Cross-border Investments and Financial Planning Society
  • American Marketing Association
  • Registered Member of the Institute for Wealth Management Advisors
  • Affiliated with Global Wealth Planning Symposium – Keynote in 2023
  • American Association of Private Bankers (AAPB)

Certifications

  • Chartered Retirement Plan Specialist (CRPS)
  • Certificate in Financial Planning and Wealth Management Summit Group
  • Certified Business Development Professional (CBDP)
  • ServSafe
  • Apple Certified Associate (ACA)
  • Certified Private Wealth Advisor (CPWA)
  • Project Management Professional (PMP)
  • Accredited Wealth Management Advisor (AWMA)
  • Personal Financial Specialist (PFS)
  • SHRM Certified Professional (SHRM-CP)

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