Experience

Parsec Financial

• United States
• Investment Management
• 1 - 100 Employee

• Customer Service Manager

  • Dec 2020 - Present

  Asheville, North Carolina, United States *Organize team efforts to maintain appropriate policies and procedures *Recommend changes to improve Client Service processes and keep workflows efficient. *Train all new Client Service members ensuring that they fully integrate into their new role while also providing ongoing training for existing Client Service. *Provide basic CRM training to all new employees, firm-wide. *Conduct CRM and compliance audits to ensure consistency in data entry and review quality of work in order… Show more *Organize team efforts to maintain appropriate policies and procedures *Recommend changes to improve Client Service processes and keep workflows efficient. *Train all new Client Service members ensuring that they fully integrate into their new role while also providing ongoing training for existing Client Service. *Provide basic CRM training to all new employees, firm-wide. *Conduct CRM and compliance audits to ensure consistency in data entry and review quality of work in order to uncover training opportunities. *Develop and upkeep departmental and firm-wide handbooks and training guides. *Serve as the sole Client Service Specialist for all employees and their investment accounts, assisting with account opening and funding while ensuring that proper compliance guidelines are followed. *Supervise, mentor and coach a team of Client Service Specialist and Client Service Associates (9+ total), conducting quarterly and annual reviews and ensuring that all feel supported and empowered to succeed in their role. *Approval of PTO and timesheets are also a requirement of a supervisor. *Deliver exceptional service as part of a team and a trusted partner to several financial advisors in managing their book of business and building client relationships. *Aid in the retention of existing client relationships by working with custodians to address all client questions, requests, and day to day service needs. *Develop and ensure accurate reports, spreadsheets, and presentations while also overseeing that they are correctly filed and maintained in the client's records. *Build and strengthen relationships with with external partners such as custodians and third party administrators. *Facilitate efficient and accurate execution of any objectives for our shared clients.

• Client Services Supervisor

  • Nov 2017 - Present

• Client Relationship Specialist

  • Nov 2007 - Nov 2017



Modera Wealth Management

• United States
• Financial Services
• 100 - 200 Employee

• Client Services Manager

  • Nov 2007 - Present

  Asheville, North Carolina, United States