M G

Proven track record in enhancing client satisfaction and retention, notably at Charles Schwab, by leveraging exceptional relationship-building skills and comprehensive financial planning expertise. Excelled in collaborative environments, driving continuous professional development and implementing effective investment strategies. Achieved significant client loyalty through meticulous attention to detail and outstanding communication.

Licensed Financial Representative - Charles Schwab - Indianapolis, IN

(2022-10)

• Built strong relationships with clients through transparent communication and trust-building activities.
• Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
• Increased client satisfaction by providing comprehensive financial advice and personalized solutions.
• Ensured regulatory compliance with thorough documentation and diligent monitoring of transactions.
• Provided ongoing education to clients on relevant financial topics, empowering them to make informed decisions about their future.
• Developed tailored investment strategies to optimize clients' long-term financial goals.

Senior Account Manager - Herff Jones - Indianapolis, IN

(2020-09 - 2022-09)

• Developed long-lasting client relationships by providing exceptional customer service and support.
• Coordinated efforts across teams to ensure seamless delivery of products and services to clients.
• Developed deep knowledge of customer businesses and relationship to company objectives.
• Analyzed data on client behavior patterns to inform future account management strategies, resulting in higher retention rates.
• Boosted client satisfaction by effectively managing and resolving account issues.
• Selected correct products based on customer needs, product specifications and applicable regulations.

Case Manager - Viking Cruises - Woodland Hills, CA

(2019-07 - 2020-07)

• Conducted thorough assessments of clients' situations, identifying issues, goals, and necessary interventions.
• Enhanced communication between clients and providers through consistent follow-ups and progress updates.
• Achieved positive client outcomes by developing and implementing comprehensive case management plans.
• Advocated for client rights when interacting with external agencies or institutions, ensuring fair treatment at all times.
• Provided crisis intervention support for clients experiencing emergencies, using appropriate techniques to de-escalate situations safely.
• Improved client satisfaction by efficiently addressing concerns or grievances in a timely manner.

Customer Service Representative - One America Financial Partners - Indianapolis, IN

(2017-07 - 2019-03)

• Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
• Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
• Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
• Developed strong product knowledge to provide informed recommendations based on individual customer needs.
• Collaborated with team members to develop best practices for consistent customer service delivery.
• Exceeded performance metrics consistently, earning recognition as a top performer within the team.
• Boosted team morale by consistently recognizing colleagues' contributions and achievements.
• Resolved escalated customer issues, restoring confidence in company's commitment to service excellence.

Scheduling Coordinator - LCP Transportation - Indianapolis, IN

(2016-07 - 2017-07)

• Utilized advanced software tools like Excel, Outlook, and scheduling-specific platforms to effectively manage comprehensive appointment calendars.
• Proactively identified scheduling issues and developed quick solutions to promote efficiency and profitability.
• Managed daily scheduling conflicts to reduce operational backlogs and support full shift-coverage.
• Communicated scheduling changes to staff members, implementing proof-of-receipt to reduce errors.
• Optimized workflow by prioritizing tasks based on urgency and aligning staff assignments accordingly.
• Supported company growth by effectively managing an increasing volume of scheduling requests without compromising service quality.

Life and Health Insurance Agent - Indiana and Ohio - Indianapolis, IN

(2015-04 - 2016-07)

• Met with customers to assess needs, financial status, and eligibility.
• Built strong relationships with clients through transparent communication and trust-building activities.
• Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
• Provided ongoing education to clients on relevant financial topics, empowering them to make informed decisions about their future.
• Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
• Delivered prompt, informative responses to client inquiries, fostering a positive customer experience.
• Maintained accurate records of all client interactions, ensuring seamless continuity of service across multiple touchpoints.

Associate Of Applied Science - Harold Washington Community College