Client Advisory Resume Samples

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K Deckow

Karl

Deckow

183 Everardo Isle

San Francisco

+1 (555) 863 5551

183 Everardo Isle

San Francisco

Phone

p +1 (555) 863 5551

Experience Experience

Los Angeles, CA

Client Advisory Center

Los Angeles, CA

Parisian Inc

Los Angeles, CA

Client Advisory Center

Adhere to scheduled work times as states by management
Manage service transaction approvals, including escalations from the Service Review Unit, Branch Workflow and Branch Transfer Portal
Administer other duties as delegated by the Complex Manager or Senior Complex Service Manager
Assist Senior Complex Service Manager with the day-to-day resolution of client service inquiries and complaints
Provide world class customer service to both internal and external clients in all interactions
Working knowledge of Word, Excel and PowerPoint
Execute client orders for Margin and other purposes

New York, NY

Head of Client Advisory

New York, NY

Nikolaus Inc

New York, NY

Head of Client Advisory

Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organisational success
Building Relationships
Develop and track clear KPIs to monitor progress of the portfolio approach in the business
Ensure all CPC clients receive portfolio review via the team of portfolio counselors as per defined portfolio review schedule, ands PC actively do client events, client meetings and business trips, to promote advisory services
Honesty, integrity and reputation
Articulate the vision, define and execute Investment advisory strategy for the business
Focus on People

present

New York, NY

Zone Client Advisory Leader

New York, NY

Leannon Inc

present

New York, NY

Zone Client Advisory Leader

present

Collaborates with management and the client team to set the overall client service strategy and establish performance goals aligning to the business plan
Communicates company, department, underwriting, and client policies to staff
Oversees the implementation and management of new and existing client accounts
Develops and maintains relationships with internal staff, clients, carriers, vendors, and other Marsh practices
Lead and oversee projects partnering with other functional areas to ensure objectives are met in a cost-effective manner and serves the best interest of the client and company
Keeps team focused on client revenue goals through timely communication and attention to plan set-up, marketing initiatives, policy renewal and new program placement
Builds a cohesive Client Advisor Manager Team that is unified around client service and revenue goals, key priorities and tactics

Education Education

Bachelor’s Degree in Business Management

Loyola University Chicago

Bachelor’s Degree in Business Management

Skills Skills

Project management experience, strong subject matter expertise in any asset class – equity, fixed income, alternatives and CFA designation is desirable
Outstanding business achievements at his/her firm and demonstrated strong leadership qualities
Critical to be team player with collaborative and strong interpersonal skills
Excellent problem solving abilities, and experience understanding complex issues
Strong quantitative skills, including familiarity with Excel
Superior organizational skills, self-starter and ability to perform under pressure and tight deadlines
Exceptional communication and presentation skills (written and verbal) and an ability to synthesize complex ideas
Possess a client-focused spirit and willingness to take on additional responsibility
Enjoy a fast-paced, high-intensity environment. Work well as part of a team with minimal supervision
Keen interest in financial markets and institutions

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Client Advisory Center Resume Examples & Samples

Manages client relationships by offering advice, making portfolio and other recommendations, and gauging client suitability and tolerance for risk
Always understands each client’s financial circumstances, investment objectives and financial goals. Exercising good judgment, makes appropriate recommendations based upon the client’s individual situation, goals, needs and objectives
Thorough understanding of policies and procedures as it relates to our Employee Perks offerings. Service any self-directed accounts in Employee Perks by providing timely and accurate information and by facilitating employee requests
Has and maintains a thorough understanding of the current market and of the Firm’s products and those of its strategic partners. Uses this knowledge to match appropriate products and services with clients’ financial circumstances, needs and objectives
Focuses on proactively uncovering, increasing and maintaining client assets, and consolidating client accounts where appropriate
Can assist in increasing the Firm’s client base and in maintaining and managing long-term client relationships
Must be able to thrive in a fast-paced environment of client contact where inbound and outbound client calls are the communication tool, and in which the Client Advisory Center Financial Advisor is the sole or principle client contact and Firm representative
Has the ability to recognize and mitigate risk for the Firm when working with
College degree or equivalent experience preferred
Successful completion of the Reach for Excellence, Professional Foundations Program, or equivalent program, or FINRA-registered for 2 years or more

Client Advisory Center Resume Examples & Samples

Estate processing, including empathy when dealing with clients
Process & follow up on phone team support and client service requests to ensure completion in a timely manner
Set appropriate timeline expectations for requests and follow up within that time frame
Research and resolve problems with both internal and external clients accurately and in a timely manner
Ability to handle a high volume of requests in a fast paced environment
Use Morgan Stanley systems, Salesforce and possibly Smith Barney systems
Provide world class customer service to both internal and external clients in all interactions
Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity
Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation
Participate in projects and/or remediation efforts as needed including pilot programs
Work between Service and Document Control Groups as needed
Execute client orders for Margin and other purposes
College preferred or equivalent experience
1-3 years industry experience preferred
Basic clerical and administrative skills
Excellent interpersonal and client service skills
Organizational skills, attention to detail and excellent follow up skills
Ability to research and resolve problems and service inquiries and escalate when appropriate
Strong computer skills including Microsoft Suite
Basic knowledge of Morgan Stanley systems and procedures
Be self-motivated and able to work in a strong team and high activity environment
Series 7 preferred
SalesForce experience a plus

Client Advisory Center Resume Examples & Samples

Provides a high level of individualized, comprehensive brokerage financial services and investment advice to clients
Contacts assigned prospective clients in a consistent and proactive manner
Offers Morgan Stanley’s range of services to prospective clients in a consultative, respectful manner
Meets quarterly new asset acquisition goals
Acquires and maintains applicable licensing and registrations
Complies with all self-regulatory organization rules, Federal, State and Local laws
Bachelor’s degree or relevant professional sales experience
Ability to listen to client needs and provide financial solutions
Ability to organize and prioritize work, meet deadlines and complete projects
Authorization to work in the United States without restriction as to duration
Successful completion of background check and pre-employment assessments
Successful completion of the Series 7 and Series 66 exams within the timeframe provided by applicable Firm policy

Client Advisory Center Resume Examples & Samples

1 – Receiving inbound calls and servicing Client Accounts to include but not limited to: general client inquiries, stock quotes, facilitating registered transactions and ensuring that client requests are handled in a timely and accurate manner 80%
2 – Follow-up on Pending Client Requests 20% Total 100%
1- Servicing Client Accounts via Inbound call volume
Provide world-class service and sales support and quality during each client interaction
Listen to client requests and take measurable steps to complete tasks. Set expectations around meeting client requests and adhere to stated expectations
Set appropriate timeline expectations for problem resolutio
Proactively engage clients to uncover any external assets and retain assets as necessary
Qualify clients and forward potential leads to Financial Advisors
Apply Firm verification policies for all clients to avoid identity theft
Meet quality and Client Advisory Center metric standards
Adhere to scheduled work times as states by management
Adhere to all Firm policies and procedures
Adhere to Firm compliance guidelines and Code of Conduct
Utilize existing Client Advisory Center technology to record client interactions
2- Follow up on Outstanding Requests
Work with Client Advisory Center Operations personnel to ensure that client requests are fulfilled in a timely manner
Set up instructions for processing outgoing check requests, wires and all other client distribution needs
Follow-up with clients within expected timeframes if necessary

Client Advisory Center Resume Examples & Samples

Receiving inbound calls and servicing Client Accounts to include but not limited to: general client inquiries, stock quotes, facilitating registered transactions and ensuring that client requests are handled in a timely and accurate manner 80%
Follow-up on Pending Client Requests 20% Total 100%
Servicing Client Accounts via Inbound call volume
Listen to client requests and take measurable steps to complete tasks. Set expectations around meeting client requests and adhere to stated expectations o Set appropriate timeline expectations for problem resolution
Meet quality and Client Advisory Center metric standards o Adhere to scheduled work times as states by management
Adhere to Firm compliance guidelines and Code of Conduct o Utilize existing CAC technology to record client interactions
Follow up on Outstanding Requests
Work with internal departments to see that client requests are satisfied in a timely manner
Reach out to client to give status updates as needed

Client Advisory Resume Examples & Samples

Excellent problem solving abilities, and experience understanding complex issues
Possess a client-focused spirit and willingness to take on additional responsibility
Superior organizational skills, self-starter and ability to perform under pressure and tight deadlines
Undergraduate or higher degree in Business Management, Financial Engineering, Finance, Mathematics, Computer Science or some other quantitative field of study
Minimum of 10 years relevant experience
Project management experience, strong subject matter expertise in any asset class – equity, fixed income, alternatives and CFA designation is desirable
Critical to be team player with collaborative and strong interpersonal skills

Client Advisory Center Resume Examples & Samples

Servicing inbound calls for clients of the Client Advisory Center
Reviewing client accounts
Verifying order executions
Working with clients to facilitate registered transactions
Assisting clients with document requests
Providing unsolicited stock quotes
Answering general non-investment related questions concerning client accounts
Providing account balances
Resolving client inquiries
Working with Client Advisory Center Operations personnel to resolve client issues
Follow-up on Pending Client Requests
Servicing Client Accounts via inbound call volume
Set appropriate timeline expectations for problem resolution
Follow up on outstanding requests
Bachelor’s degree and/or a minimum of 2 years industry experience preferred
Ability to work in fast-paced inbound call environment
Basic skills with Microsoft Office suite and telephony equipment

Client Advisory Center Resume Examples & Samples

Always understands each client’s financial circumstances, investment objectives and financial goals. Exercising good judgment makes appropriate recommendations based upon the client’s individual situation, goals, needs and objectives
Focuses on proactively uncovering, increasing and maintaining client assets and consolidating client accounts where appropriate
Seeks opportunities and helps to grow the business with clients by capitalizing on Firm initiatives; focuses on building strong relationships with clients
Uses outbound phone calls and other efforts to facilitate business and client

Client Advisory Center Resume Examples & Samples

Primary responsibility for the service functions for their branch with a focus on consistency, quality, and compliance with Firm policies and procedures
Manage the Client Service Associates and coordinate the recruitment and hiring of all permanent, temporary and part-time employees for their branch
Act as liaison between their branch and the Complex, including various departments within the Firm as necessary
Assist Senior Complex Service Manager with the day-to-day resolution of client service inquiries and complaints
Oversee client service support for Financial Advisors
Conduct performance reviews, evaluate annual salary increases and identify developmental needs for their staff
Conduct periodic meetings to communicate policies and procedures; share best practices and promote teamwork within the Complex
Identify and coordinate customer service and professional development training opportunities which are consistent with the Firm’s mission
Ensure compliance with Firm policies and procedures from an operations and service perspective/ including labor and wage laws FMLA, STD, LTD, OSHA, etc
Manage new hire process and training orientation
Oversee management of payroll system, employee timesheets and staff reporting
Administer other duties as delegated by the Complex Manager or Senior Complex Service Manager
Recommend other policy and procedural guidelines when necessary
Ensures that approvals are handled appropriately
Ability to prioritize and resolve complex problems and escalate as necessary
Ability to identify issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies
Evidence of strong leadership capabilities or previous supervisory experience
Exceptional organizational and conflict resolution skills
Ability to organize and prioritize workflow and assignments in a deadline oriented environment
Ability to interact with Financial Advisors, support staff and all levels of Firm Management
Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex
Excellent judgment and the ability to be discreet in all matters
Bachelor’s degree required or equivalent education or experience

Client Advisory Center Resume Examples & Samples

Servicing inbound calls from brokerage clients of the Client Advisory Center
Supporting outbound call initiatives
Facilitates securities trades
Works with operations personnel to ensure client requests are fulfilled in a timely manner
Proactively engage clients to uncover external assets
Proactively retains assets and identifies referral opportunities
Conduct client outreach
Participates in campaigns and initiatives
Meet quality and performance standards
Sets appropriate timeline expectations for problem resolution
Must be flexible with their work schedule
Adhere to scheduled work times, firm policies and procedures
Will adhere to firm compliance guidelines and code of conduct
Ability to multi-task, attention to detail, team player and self-starter
Superior interpersonal, organizational and client service skills
Working knowledge of Word, Excel and PowerPoint
Education and Experience: Bachelor’s degree and/or a minimum six months industry experience preferred
Licenses: Active Series 7 and 66 (or 63 and 65)

Director Client Advisory Resume Examples & Samples

Directors are directly involved in the execution and delivery of many high profile client projects. Your role is therefore visible to both senior FMA staff and key clients, and requires excellent communication, planning, execution and time management skills. Our team consists of seasoned professionals from leading investment banks, consultancies, law firms, and from other parts of BlackRock. We have an exceptionally talented team and are looking for those who possess a number of attributes that are critical to success in our day-to-day work
Outstanding business achievements at his/her firm and demonstrated strong leadership qualities
Enjoy a fast-paced, high-intensity environment. Work well as part of a team with minimal supervision
Exceptional communication and presentation skills (written and verbal) and an ability to synthesize complex ideas
Minimum of 8 years relevant experience

Client Advisory Center Resume Examples & Samples

Contributes to Client Advisory Center training and development and delivers specific curriculum to help new hire trainees achieve success
Thorough understanding of the Firm’s resources, products and its strategic partners
Provides resources, solutions and direction in order to drive sales within his/her team
Understanding of all applicable self-regulatory organization rules, Federal, State and Local laws
Bachelor’s degree or equivalent education or experience required
At least 4 years of experience as a Financial Advisor or sales management experience
Ability to lead, train and coach Financial Advisors
Ability to interact with senior management team, Financial Advisors, clients and corporate and field personnel as needed

Executive Director Client Advisory Center Technology & Infrastructure Manager Resume Examples & Samples

Oversees the CAC business technology needs across various Morgan Stanley platforms
Develops business requirements for technology projects that support CAC business initiatives
Manages the delivery of business technology projects on behalf of CAC management and users
Responsible for supporting required user acceptance and other testing to support CAC technology project deployments
Helps set CAC business technology strategy along with CAC management and IT and other stakeholders
Develops and manages CAC technology budgets in conjunction with CAC management, IT partners, and other key business units
Communicates status of technology projects and initiatives to CAC management, both for CAC initiated projects as well as organization wide projects for which the CAC is participating
Works with other business units, including technology business owners and IT, on firm-wide and other initiatives for which the CAC is a stakeholder
Works with CAC management and users and other key business units to develop effective and scalable business processes and implement the required technology to support those processes
Maintains effective documentation of all project and other related work as it relates to CAC business technology
Evaluates existing technologies utilized by the CAC and works with business and IT partners to decommission and/or replace outdated components
Works with various business technology and IT partners to support enhancements and initiatives related to Client and Advisor facing platforms
5-7 years of work experience in financial services with emphasis on advisory platform solutions at wire-houses, independent broker dealers, and/or RIAs
Experience with all components of an advisory technology platform
Experience with contact center technology and methodologies
Project/Program management skills
Excellent interpersonal skills with the ability to work effectively across the organization with many different business units
Self-starter with ability to independently drive projects to completion and ability to manage multiple competing priorities in a demanding environment

Private Bank-head of Private Client Advisory Team Resume Examples & Samples

Client coverage responsibilities for the key clients and prospects of the Private Bank
Lead efforts to originate Investment Banking business, including overseeing the preparation of origination proposals and presentations and client negotiations
Lead client meetings on strategic discussions such as those relating to mergers & acquisitions and capital raising
Overseeing the execution of Investment Banking transactions from origination through to deal closure (IB transactions covers M&A, Equity Capital Markets, Debt Capital Markets and Acquisition and Leverage Finance businesses)
Leverage global product and industry partners to assist clients in their strategy and providing the appropriate solutions
Work closely with the Private Bankers in order to help them deepen their dialogue and interaction with their clients and prospects and market PB products and services
Supervision of Analysts & Associates on specific projects or tasks
Training, coaching and mentoring of junior colleagues
Extensive experience in corporate finance
Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
Strong team player, ability and strong desire to work in a cross LOB position
Outstanding commercial skills including experience with private clients/entrepreneurs
Strong management skills enabling candidate to effectively manage junior bankers in high pressure environments
Strong project management skills, outstanding written and oral communication skills
A self starter with energy, drive and a high degree of self motivation to ensure the continued growth of the business

Client Advisory Center Resume Examples & Samples

Primary responsibility for the business and service functions, with focus on consistency, quality, and compliance with Firm policies and procedures
Responsible for supervision of support staff including managing their training and development
Expense management including budget tracking, headcount ratios, travel and expense reports and other programs with a focus on adherence to firm policies
Manage and promote firm initiatives, projects and remediations
Work with Complex Business Service Officer and Human Resources on employee related issues
Collaborate with their team on the new hire process and training orientation, including coordinating operational and client service support for newly recruited Financial Advisors and their support staff
Partner with Complex Risk Officers on branch exams and corrective action plan implementation
Manage service transaction approvals, including escalations from the Service Review Unit, Branch Workflow and Branch Transfer Portal
Act as liaison between the complex and various departments within the Firm as necessary
Manage day-to-day resolution of client service inquiries and concerns
Consistently conduct support staff meetings to communicate policies and procedures, share best practices and promote teamwork within the complex
Administer other duties as delegated by the Complex Manager or Complex Business Service Officer
Ensure compliance with Firm policies and procedures from an operations and service perspective/ including labor and wage laws FMLA, STD, LTD, OSHA

Client Advisory Center Resume Examples & Samples

Has the ability to recognize and mitigate risk for the Firm when working with clients
Has the ability to meet business objectives and have professional accountability for these objectives
Uphold the requirements written in the Cilent Advisory Center Quality Assurance Performance Management Guidelines
Ability to understand our business and the value of the Client Advisory Center to clients, and to work with clients to ascertain the next steps in their relationship with the Firm
Can leverage the Firm’s resources (Client Solutions, Regional Service Center) in order to provide optimal service to clients
Always acts in a compliant and ethical manner in business and client interactions. Can make recommendations and handle client interactions in accordance with Morgan Stanley compliance policies and procedures
Able to perform all duties with only minimal direct supervision

Head of Client Advisory Resume Examples & Samples

Significant experience in wealth management industry with demonstrated success defining, launching and managing investments advisory services
Strong knowledge of financial products and services, financial markets and economic environments
Experience of managing a team
Strong negotiating and influencing skills
Excellent presentations, communication and networking skills
Superior analytical skills and systems knowledge to recommend/offer the best value-added possible solutions to clients/markets
People management/development skills
Business/ Organizational Knowledge - ability to communicate effective with internal stakeholder and external entities
Client focus – instinctive approach to matching client wants with business propositions
Delivering results – Strong organization skills, disciplined, detail-oriented methodology and a commercial acumen, results focused combined strongly with ability to prioritize around value and managing execution using functional expertise
Strong decision making skills – using a high level of judgment to arrive at clear decisions
Ability to work well under pressure – demonstrating flexibility and the ability to tolerate ambiguity in a fast moving multi-tasking environment
Honesty, integrity and reputation
Financial soundness
Competence and capability
Relevant professional qualifications (CFA)
Extensive years of relevant work experience in Investment Research and/or Portfolio Counselling in Private Banking, Wealth Management or Asset Management

Client Advisory Center Resume Examples & Samples

Strong computer skills, including internet
Knowledge of Microsoft Word, Excel and PowerPoint
Industry experience is a plus
Be authorized to work in the U.S. without restriction as to duration
Pass a background check
Pass any applicable pre-employment tests

Client Advisory Center Resume Examples & Samples

Manage the transition of assets for individual clients through the legacy transfer process from beginning to end
Effective relationship management while providing dedicated one on one support for the client throughout the legacy transfer process. This includes proactively communicating with clients by phone and / or email in order to provide a high level of service, transparency, and empathy to clients or beneficiaries
Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure timely follow-up
Use Morgan Stanley systems and ensure all case interactions are appropriately entered and documented via these systems
Ability to efficiently handle a high volume of requests in a fast paced environment

Client Advisory Center Resume Examples & Samples

Has a thorough understanding of the Firm’s products and those of its strategic partners; uses this knowledge to provide resources and direction in order to drive sales
Knows where the resources are; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient
Accountable for the Branch’s sales performance and financial performance
Responsible for regulatory, legal and compliance issues including: Risk management for the Branch in regards to monitoring sales, human resources, and legal and regulatory practices
Responsible for establishing a core compliance model in offices under supervision
Responsible for following supervisory procedures as outlined in the Branch Manager’s Supervisory Manual
Responsible for effectively communicating the status of performance and issues to the Complex Manager
5 or more years of related experience and/or training including demonstrated success managing a substantial branch office or equivalent
Ability to think critically
Ability to manage a team
Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed
Ability to own projects at a Branch level

Client Advisory Center Resume Examples & Samples

Active Series , 7, 8 (or 9 and 10), and 63, 65 (or 66) Required
Series 4, and 3 preferred
Other licenses as required for role or by management
Knowledge of SEC, FINRA and Firm Compliance Policies and Procedures
Evidence of strong leadership capabilities or previous Supervisory experience
Ability to interact with Financial Advisors and clients

Wealth Management Private Bank Incident & Client Advisory Group Case Manager Resume Examples & Samples

Outstanding ability to analyze problems, with a keen attention to detail
Exceptional ability to communicate effectively (both oral and written) with high degree of comfort communicating with internal senior management
Excellent team player - one who is able to prioritize in a fast moving, high pressure, constantly changing environment

Personal Banker, Private Client Advisory Resume Examples & Samples

Supports the PCA team by serving the clients with their depository needs. This includes the full range of personal banking services. Opens and closes accounts, resolves inquiries and problems, and changes account types. Introduces clients to on-line banking and provides training to clients as needed
Processes daily transactions as required by the client such as loan payments, requests for funds under established lines of credit, money transfers, tax payments, and banking transactions. Approves certificate of deposit receipts and checks. Authorizes overdrafts, wire transfers, and Mastercard/Visa cash advances. Performs depository duties, loan processing, and documentation and/or pays and monitors overdrafts, contacting clients as required
Seeks out cross selling opportunities with clients; including, investment management, fiduciary services, and lending opportunities
Works with partners in various departments to ensure the accurate set-up of new services, resolve operational problems, process various transactions, and research client inquiries
Related experience in bank operations or in a wealth management group
Demonstrated expertise and knowledge of private or commercial banking products and services usually obtained through experience is required to service client needs
Knowledge of the operational areas usually obtained through experience is required to identify sources of information to resolve account discrepancies

Client Advisory Center Resume Examples & Samples

Serve as a resource to financial advisors and support staff and help identify items that need escalation
Act as a liaison between the complex branches and service departments
Assist with delegated report portal items by management. Learn and understand specific reports and action that must be taken
Assist with Firm remediation projects for both service and risk
Monitor and respond to service portal requests
Review CDM escalations to service or risk management for approval
Assist in printing outgoing checks and preparing for clients
Process physical securities and deposits ensuring compliance with firm guidelines
Prepare and process trade corrections, maintain necessary records for compliance
Maintain required operations files (via appropriate recordkeeping method)
Review documents for accuracy and completeness prior to scanning
Sort and distribute mail
Reconcile days work at close of business
Other projects as delegated by the Service and Risk team
Ensure compliance with Firm policies and procedures from and operational perspective
Financial Industry experience preferred
High School Diploma/Equivalent required
Ability to organize and prioritize workflow
Ability to interact with Support Staff and Financial Advisors

Client Advisory Center Resume Examples & Samples

Facilitate core curricula or continuing education in a classroom or virtual setting leveraging various methods (Adobe, Web Ex, Skype, Web Cam)
Develop and deliver pre and post evaluations
Collaborates with the Quality Assurance team to further enhance employee development and feedback
Collaborates with SMEs to tailor or amend training materials
Coach, develop and mentor participants
Prepare for engagements by reviewing course content, research and side by side job shadowing
Use a variety of learning activities to engage participants (icebreakers, case studies)
Maintain records of training engagements including rosters, materials, assessments
2-4 years of professional training experience as a corporate trainer with classroom experience
Call center training experience recommended
Demonstrated ability to successfully develop and deliver training programs utilizing skills in instructional design, program design and training technologies
High energy, enthusiastic and motivational facilitation style
Superior platform skills and organizational skills
Excellent oral, written and presentation skills (ability to conduct presentations to all levels of personnel including management and internal teams)
Working knowledge of Wealth Management and contact center environment
Highly computer literate with in depth knowledge and understanding of computer and web applications, including Microsoft Office Suite
Must be flexible, self-directed and detail-oriented
Available to travel, if needed
Series 7 & 66 preferred
College degree preferred or commensurate applicable experience

Zone Client Advisory Leader Resume Examples & Samples

Drives improved performance across all aspects of the business through a talent recruitment strategy that seeks to continuously ‘raise the bar&#8217
Ensures our capabilities are meeting the high net worth consumer marketplace needs by seeking colleague/client feedback and engaging other entities servicing HNW clients
Creates leadership talent pool through high quality coaching, mentoring and personalized professional development plans
Consistently demonstrates a devotion to client service and develops and promotes “best practices” with respect to meeting the overall needs of Marsh clients
Oversees the implementation and management of complex accounts with multiple products/lines of coverage
Works within established procedures and essential functions, collaborating with manager and/or business leader to set the strategy for the department
Effectively matches client needs to Marsh resources overseeing the internal processes and managing various projects across the business unit
Possesses advanced industry knowledge and strategically leads the client management team
Develops and maintains relationships across the business unit and across other Marsh practices
Communicates and monitors standards to ensure adherence in all aspects of the practice and is responsible for all contractual and regulatory compliance
Minimum of 10 years management/supervisory experience in insurance industry or related field
Ability to effectively manage work flow and perform under pressure to complete multiple projects simultaneously
Proven problem solving skills to resolve customer service and departmental issues
Demonstrated leadership skills with the ability to provide team with a clear sense of direction
Strong leader with effective communication and influencing skills
Strong coaching and talent development skills
Ability to motivate and coach staff in a team environment
Ability to manage remote teams
Demonstrated Quantitative, fact-based approach to decision making