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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Saddleview Court PHONE NUMBER AVAILABLEFairfield, CT Street Address Email: EMAIL AVAILABLEPROFILEExperienced and dependable leader who excels at various managerial and administrative levels. History of improving procedures and cultivating and encouraging staff to achieve increased productivity. Skilled customer relationship professional with experience in diverse industries and building rapport with clients.QUALIFICATIONS Outstanding interpersonal and management skills. Ability to function independently and as a strong team member at any level. Exceptional ability to identify problems and then develop and implement improvements and resolutions. Possesses a multiple of computer and general office skills which are readily transferable to any business setting.WORK EXPERIENCEBLUEPRINT FINANCIAL, Norwalk, CT 1998 - 2021A financial advisory and wealth management practice with $85 million in assets under management.Senior Client Support Manager Well versed in all aspects of the financial planning industry. Serves as a primary liaison between clients, advisors, and back office. Focuses efforts on earning and retaining customer loyalty. Reviews budgets to help ensure clients and prospects are ready for retirement. Researches stock, bond, and fund data for financial advisor. Maintains database of approximately 15,000 clients, prospects and vendors. Provides customers with complete financial services and ensures a positive experience.DATAWORKS, Norwalk, CT 1995-1998A provider of outsourced services including mailing, accounting, and database management.Client Relationship Manager Served as a primary customer liaison and assisted in identifying outsourced services in various industries to reduce costs and increase efficiency, i.e., mailings, database set-ups, accounting, and designing marketing materials. Built customer relationships based on trust and loyalty and by sharing ownership and accountability for achieving the clients expectations. Developed command of services offered and encouraged clients to purchase additional services.INDATA SERVICES, Stamford, CT 1983-1995A provider of investment portfolio analytics for institutional investorsSecurity Database Manager (1986-1995) Managed portfolio analysis department which performed the extraction of pertinent and accurate information as well as incorporating electronic data feeds. Responsible for the collection and updating of a complex securities database including options, equities, government and corporate bonds, preferred and convertible preferred instruments for institutional clients.Production Supervisor (1983-1986) Hired and trained data entry, production, and coding personnel for three departments, and supervised the production staff of 20-25 employees. Planned and scheduled staffing to accommodate weekly and month-end production dates in order to achieve verifiably accurate results for all clients. |
