Description
Highly motivated Retirement Financial Consultant/Advisor with over 15 years client relationship and problem solving skills. Strong ability to work within teams and multi-task projects under strict deadlines. Known for striving to reach the highest quality/standards and exceeding goals. An excellent team player with exceptionally strong problem solving, communication and organizational skills. Extensive knowledge in investments products, insurance and banking: pensions, mutual funds, annuities, life insurance. TIAA, New York, New York 2012 - Present Senior Wealth Management Client Relationship Consultant * Serves as the primary service and sales support and point of contact for clients of partner Wealth Management Advisors and Associate Wealth Management Advisors. * Proactively contacts existing and prospective clients as part of the Wealth Management client relationship management strategy and responds to client service needs via multiple methods of contact (i.e. phone, email, written correspondence). * Responsibilities include all necessary follow-up communication with processing areas and clients with regard to service and/or problem resolution as well as communication of the Wealth Management value proposition and the Consultative Sales Process. * Integrates client service and sales support with the Wealth Management advice offering focusing primarily on advice implementation, asset consolidation coordination and client counseling on income execution including assisting clients in completing forms and reviewing forms for accuracy. * Responsible for identifying sales and asset retention opportunities and referring to advisory team and is accountable for coordinating sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution. TIAA, New York, New York 2009-2012 Wealth Management Advisor * Served as relationship management point of contact for clients of partner Wealth Management Advisors and Senior Advisors. * Delivered advice requests for clients with net worth up to $1.5M, < $500,000 in outside assets. * Conducted Annual Reviews for clients (see parameters above) communicated the Wealth Management value proposition. * Proactively communicated with clients and followed up on advice delivery (income distribution/advice implementation). * Assessed client's financial situation and personal circumstances to provide a distinctive experience and appropriate advice aimed at instilling the confidence to grow and retain the client relationship. * Responsible for identifying sales and asset retention opportunities. TIAA, New York, NY 2005 - 2009 Client Relationship Specialist * Responsible for managing assigned individual relationships with high net worth clients across all products and services * Client relationship management focused on developing "first call" status from a client for all of his/her financial needs. * Deliver exceptional service and product knowledge to attain high quality customer experiences. * Fulfill certain advice requests, along with all service and sales requests including follow up with processing areas and retaining assets. * Made outbound calls to clients with assets of $250,000 - $500,000 with the purpose of building and strengthening relationships, as well as growing and retaining assets. * Effectively communicated the Wealth Management branding message. Also conducted the client interview process in the absence of the client's Wealth Management Advisor Other Attributes - Matriculating towards CFP designation and comprehensive knowledge of Microsoft Word, Excel, PowerPoint and other productivity tools.
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