Proven Client Relationship Manager with over seven-plus years of experience in high paced environments. Versatile, reliable and efficient professional with experience working with clients ranging from the individual consumer to small business clients. Ability successfully deepens relationships while meeting and or exceeding established goals, whiles staying within regulatory compliance. Looking to build long-lasting relationships by using my knowledge of finance and customer service.
Improving operational management systems, processes and best practicesHelping the organizations processes remain legally compliantRecruit. Train and supervise staffFind ways to increase quality of customer service
1. Manage customer arrivals to maximize relationship building opportunities.2.Improving the overall customer relationship, delivering reliable administrative support and customer service.3.Acknowledging customers promptly and treating them in a courteous manner. 4.Finding out what information, products or services the customer requires to meet his/her needs, providing clear, accurate and relevant information.5.Maintaining a strong knowledge of products of the company. 6.Assist in the analysis of customer trends to enhance sales and service management process and pre-requirements.7.Sales activity planning, including reviewing existing customer files to identify sales opportunities
New business generation
Business relationship cultivation
Financial planning processes
Wealth management offerings
Customer portfolio management
Relationship building and management
Investment and Wealth Planning
Service support
Documentation and control
Staff Management
Policy and procedure modification