Director of Client Services Resume

SUMMARY:

Achieving and exceeding sales goals through use of relationship selling skills. Effective use of outbound calling techniques to identify and convert new assets. Creating and presenting successful wealth strategies. Making insightful, consistently sound business decisions. Working effectively under pressure.

PROFESSIONAL EXPERIENCE:

Confidential

Director of Client Services

Responsibilities:

Made outbound calls to existing clients to suggest additional products and services to help them achieve their financial goals.
Responsible for managing the client service team of a $350 Million boutique advisory firm.
Encompassing oversight of financial planning, investment management, trading, compliance, and exceeding high client service standards.

Confidential

District Sales Manager

Responsibilities:

Responsible for recruiting new and established advisors primarily through outbound calling.
Achieved asset and revenue goals through joint work with new financial advisors.
Training, coaching, mentoring, in areas of prospecting, product knowledge, solution development/presentation, and practice management.

Confidential

Investment Specialist

Responsibilities:

Encouraged clients via outbound calling to consolidate assets and sign up for managed money solutions in the San Francisco market.

Confidential

Financial Planning Consultant

Responsibilities:

Responsible for individual asset acquisition and revenue generating product sales for affluent Confidential market.
Used relationship based sales techniques to increase assets under management and increasing the profitability of affluent retail clients.

Confidential

VP / Branch Manager

Responsibilities:

Led turnaround of Confidential branch operation, initiating focused training program that improved performance of eight - person sales team from near last into the region’s top 33%. Maintained exceptional level of client satisfaction.

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