Client Services Manager
- Scheduled and attended meetings with clients and prospective clients as requested.
- Collected confidential financial information from clients to construct comprehensive financial plans.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.
- Partnered with business leaders to deliver services that support company objectives and consistent with corporate values.
- Organized daily workflow and assessed appropriate staffing to provide optimal service.

