Julie Chapman

Passionate, dedicated, and motivated professional with a diverse background in Financial Services, Customer Support, Annuities and Insurance Solutions (Life, Disability & Long Term Care). Years of successful experience consulting on multifaceted projects, streamlining internal processes to enhance overall productivity, and fostering positive relationships with a wide range of clients, colleagues, and key business partners. Consistently recognized for outstanding contributions and commended for perseverance, efficiency, and brokerage IGO processing.

Computer savvy and familiar with many modern systems and applications including MS Office Suite. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Processing Director at Dynamic Wealth Strategies (2023-01 – Present)

• Streamlined the onboarding process for new clients, ensuring all necessary documentation was completed accurately and efficiently.
• Maintained strict adherence to regulatory requirements while processing transactions and updating client records.
• Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
• Conducted research to answer questions and handle issues using multiple systems and resources.
• Recorded supporting documentation for phone calls and written correspondence.
• Completed training programs to remain updated and further develop proficiency of important industry information.
• Processed and verified all new account applications and documents.
• Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
• Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
• Served on the SWP Investment Committee and helped gain Registered Investment Advisory (RIA) status.
• Assisted with estate planning including trusts, withdrawal notices, partitioning agreements and Death Claims.
• Managed all client requests at custodian including all wires, transfers, journals, distributions and RMDs.

Operations Manager at Elite Financial Management (2017-01 – 2021-01)

Director of Client Services at Strategic Wealth Planning (2006-01 – 2016-01)

Client Services Coordinator at Robert Mentor & Associates (2004-01 – 2006-01)

• Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.

No Degree in Insurance And Risk Management – Louisiana State University