Shannon Jarvis

Client Services Manager at Annex Wealth Management
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Contact Information
us****@****om
(386) 825-5501

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5.0

/5.0
/ Based on 2 ratings
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Nicole Kobrinsky

Since my earliest involvement with Shannon, I have found her to be world class in many ways. Her service to our mutual clients has always been friendly, courteous, and above all, professional in every respect. I’m grateful for our partnership.

Ashlee Page, FLMI, CLU, ChFC, CPCU, CUA

I would highly recommend Shannon for any of your relocation needs. She provides excellent service, delivers on her committments and anticpates your needs. Shannon is a pleasure to work with.

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Credentials

  • Behavioral Finance Foundations
    LinkedIn
    Apr, 2022
    - Oct, 2024
  • Business Law for Managers
    LinkedIn
    Apr, 2022
    - Oct, 2024
  • Financial Basics Everyone Should Know
    LinkedIn
    Apr, 2022
    - Oct, 2024
  • Learning Bitcoin and Other Cryptocurrencies
    LinkedIn
    Apr, 2022
    - Oct, 2024
  • Economic Indicators
    LinkedIn
    Mar, 2022
    - Oct, 2024
  • Understanding Capital Markets
    LinkedIn
    Mar, 2022
    - Oct, 2024
  • Banish Your Inner Critic to Unleash Creativity
    LinkedIn
    Feb, 2022
    - Oct, 2024
  • Executive Leadership
    LinkedIn
    Feb, 2022
    - Oct, 2024
  • Managerial Economics
    LinkedIn
    Feb, 2022
    - Oct, 2024
  • Mergers & Acquisitions
    LinkedIn
    Feb, 2022
    - Oct, 2024
  • Salesforce Essential Training
    LinkedIn
    Feb, 2022
    - Oct, 2024
  • Executive Advisory Committee Member
    University of Wisconsin-Parkside
    Mar, 2021
    - Oct, 2024
  • Real Estate Licenses
    Wisconsin
    May, 2011
    - Oct, 2024

Experience

  • Annex Wealth Management
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Client Services Manager
      • Feb 2022 - Present

  • WHR Global
    • United States
    • Human Resources Services
    • 1 - 100 Employee
    • Client Services Manager
      • Mar 2010 - Sep 2021

      • Corporate relocation professional responsible for managing client relationships within the organization. Responsible for the ongoing management of global accounts in the company, accountable for client service delivery, client retention, growth, and profitability. • Manages a team of U.S. Domestic and International mobility and relocation consultants in administering customers’ relocation policies and services, serving as the daily contact for policy clarification, best practice recommendations, and service recovery when necessary. • Assists Human Resource and Finance departments with benchmarking, policy recommendations, and recruitment of key talent through customization of relocation requirements to stay current with trends in the industry. • Manages global policies, program and spend exceeding $10M+ annually • Monthly relocation expense projection and updates • National and International relocation cost estimates • Organizes and conducts client quarterly reviews and facilitates supplier partnerships • Staff performance reviews, training and educational development • Assists in creating and presenting prospective client sales presentations; implementation and onboarding • Strong customer service, budgeting, business compliance, and management skills

Education

  • University of Minnesota-Twin Cities
    Bachelor's degree, Psychology
    2005 - 2009

Community

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