Client Relationship Administrator Resume Scottsdale, AZ - Hire IT People

PROFESSIONAL EXPERIENCE:

Confidential, Scottsdale, AZ

Client Relationship Administrator

Responsibilities:

Manage a book of 650 Confidential client groups, each with over $1 million in Confidential assets. Develop relationships to gather additional assets and recommend additional services of value. Position advice consultations with Confidential financial planners and provide leads to annuity group, trust services and Confidential Charitable.
Recognized in 1 st and 2 nd quarter of 2016 as a top 5/200 assigned representative in Scottsdale “Best of the West” contest for lead generation in Personal Advisor Services, Confidential Charitable, annuities, transfers, overall NFS score and call answer rate.

Confidential, Scottsdale, AZ

Advisor Services Relationship Manager

Responsibilities:

Acted as central point of contact for 10 Registered In vestment Advisors (RIAs) that custody client assets Confidential on the Advisor Services platform.
Confidential ranged from $300 million to $1 billion Confidential .
Close relationship with several Confidential Advisor Network firms receiving referrals from Confidential branch network, responsible for onboarding new clients and assisting them with transfer of assets. Trained new RIA employees on the Confidential platform.
Retained relationships with advisors and grew assets under management over 10%.
Presented the Confidential platform to potential RIAs, which resulted in a merger of an additional $1 billion firm with an existing advisor on the Confidential platform.

Confidential, Stratford, CT

Personal Banker

Responsibilities:

Acquired, retained and deepened relationships with Chase customers.
Prospected customers in person and by phone to open checking and savings accounts, offer convenience services, and refer to loan officer for mortgages and financial advisor for investments.

Confidential, Pennington, NJ

Investor Services Advisor

Responsibilities:

Provided investment, savings, and liability management solutions to Confidential Financial Advisory Center clients.
Excelled Confidential cross sales and retirement planning advice for clients.

Confidential, Egg Harbor Township, NJ

Financial Advisor

Responsibilities:

Enrolled in Paths of Achievement program (POA) with extensive training in investment, retirement, estate planning, and banking services.
Prospect clients via cold calls, trade shows, seminars and direct mail.
Created customized wealth management plans utilizing sophisticated investment planning tools.
Completed Jump Start program for new women advisors.
Managed a $6 million book of clients and was recognized for client retention skills.

Confidential, Shrewsbury, NJ

Financial Consultant

Responsibilities:

Completed Financial Consultant training program focusing on wealth management and retirement planning.
Obtained Series 7, Series 66, Life and Health Insurance licenses.

Confidential, Voorhees, NJ

Financial Consultant Trainee

Responsibilities:

Participated in training program while obtaining Series 7 license.

Confidential, Phoenix, AZ

Global Accounts Sales Executive

Responsibilities:

Consistently exceeded monthly revenue quotas.
Global Services West Team Award 1997 for sale and execution of bundled network services to hotel franchisees.
Chosen as local specialist overlay in Phoenix branch office to market Confidential & Confidential local network services during initial launch.

Confidential, Phoenix, AZ

Commercial Markets Account Executive

Responsibilities:

Hunter account executive managing a $2 million territory.
Managed an $8 million territory in Orlando FL as a telemarketing account executive.
Extensive client contact with a variety of industries via phone and travel.

Confidential, Phoenix, AZ

Technical Consultant

Responsibilities:

Designed and implemented voice and data communication systems including private line networks and office telephone systems.

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Client Relationship Administrator Resume

Scottsdale, AZ

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