Senior Client Relationship Manager

• Jul 2023 - Present

Client Relationship Manager

• Apr 2021 - Jul 2023

Financial Planning, Asset Management, Payroll and Tax Returns for over 15 years.

Sr. Branch Office Administrator

• Dec 2008 - Jan 2021

☑ 12-year track record working with Senior Financial Advisors and Operations teams. ☑ Triaged urgent requests from clients, providing outstanding client service. ☑ Built and maintained client relationships through effective use of proactive contact system. ☑ Completed client transfers in of assets and account opening, serving book of business encompassing 400 households and $80 million AUM. ☑Served as point person for clients to connect with estate planning or tax professionals as needed. ☑ Demonstrated verbal and written effectiveness as measured by clear, concise communications both internally and client facing. ☑ Assisted in developing, editing, and facilitating internal training. ☑ Administratively managed small retirement plan accounts (up to 15 person participants). ☑ Coordinated virtual meetings to occur on Zoom and Webex. Show less

Associate Financial Representative

• Oct 2006 - Oct 2008

☑ Series 6 and 63 licensed. ☑ Maintained the Financial Advisor’s calendar, including scheduling appointments, scheduling activities, and reminders for upcoming activities. ☑ Prepared meeting agendas. ☑ Series 6 and 63 licensed. ☑ Maintained the Financial Advisor’s calendar, including scheduling appointments, scheduling activities, and reminders for upcoming activities. ☑ Prepared meeting agendas.