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Skills

  • Stock market understanding
  • Problem resolution
  • Client relationship management
  • Supervision
  • Communications
  • Regulatory compliance
  • Financial planning
  • Relationship development
  • Organization
  • Education funds

Work Experiences

  • Achieved Innovation Award for maintaining client retention above industry average across consecutive the past year.
  • Closed client service calls in under 16 minutes.
  • Collaborated with cross-functional teams.
  • Benefited from consistent communication.
  • Communicated detailed risk profiles to clients for their customized asset allocation models, ensuring compliance with fiduciary regulations.
  • Built long-term relationships with high-net-worth clients.
  • Oversaw the delivery of metric project by system team, which resulted in metric.
  • Authored and implemented training materials on client engagement techniques, improving overall client satisfaction by 85%.
  • Completed onboarding in 18 months.
  • Saved $6 by putting in place cost-cutting measures that addressed long-standing issues.

Summaries

  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Within Miscellaneous, senior Personal Client Representative and outstanding performer in client relations and project management.
  • Achieved client satisfaction rates above 45%.
  • Achieved 49% year-over-year portfolio improvement for high-value clients.
  • Accomplished Personal Client Representative proficient in analyzing and repositioning underperforming investments, leading to an overall portfolio improvement of 64%. Expert in delivering tailored, actionable client strategies.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • With Series 7, 6, and 63 licenses, we can demonstrate our expertise.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Achieved 23% client retention.
  • Achieved 22% client satisfaction over several months.

Accomplishments

  • Conducted market research to aid investment planning, contributing to a 50% ROI improvement for managed portfolios.
  • Successfully cross-sold process improvement, leading to an additional 11 in revenue and strengthening client loyalty.
  • Played a key role in project rollout that enhanced reporting accuracy by 31% and reduced manual errors.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Created data-driven reports to present to senior executives, leading to actionable insights that supported category initiatives.
  • Contributed to overall client portfolio growth by 56% through targeted risk assessment and customized financial solutions.
  • Collaborated with team of 6 in the development of standard.
  • Monitored portfolio performance using Microsoft Excel, identifying underperforming assets and implementing corrective strategies.
  • Resolved over 9 complex client cases monthly, reducing average resolution time by 67% and increasing positive feedback scores.
  • Developed customized asset allocation models based on client profiles, exceeding client return targets by 44% annually.

Affiliations

  • The CFA Institute
  • International Council for Customer Service Organizations (ICCSO)
  • Professional Services Marketing Association (PSMA)
  • Institute for the Fiduciary Standard
  • Business Development Association (BDA)
  • National Business Networking Group (NBNG)
  • Association for Computing Machinery
  • Association of Information Technology Professionals
  • Society of Human Resource Management
  • Association for Supply Chain Management (APICS)

Certifications

  • Certified Insurance Counselor (CIC)
  • Chartered Financial Consultant (ChFC)
  • Certified Retirement Planning Counselor (CRPC)
  • Certified Public Accountant
  • ServSafe
  • Digital Financial Management Certification Jira
  • Certified Business Continuity Professional (CBCP)
  • Behavioral Financial Advisor (BFA)
  • Series 63 - Uniform Securities Agent State Law Examination
  • Accredited Portfolio Management Advisor (APMA)

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