Benjamin Starr Email & Phone Number

Greenfield, WI, US

Whitby, Ontario, CA

Berwyn, Pennsylvania, US

• Account Management: Managed relationships with two of the company’s largest accounts. Engaged clients’ senior product leaders to address technical, operations, and service issues. Built consultative relationships by.
• Played a lead role in generating over $1+ in revenue.
• Selected to manage a relationship with broker-dealer clients that hold $120 billion in assets under management (AUM).Training & Project Management: Trained clients and internal resources with two of a fintech SaaS.
• Took initiative to develop and distribute training documents using OneNote.
• Onboarded a new client (Waddell & Reed).
• Completed 20+ implementation projects and platform updates.

Berwyn, Pennsylvania, US

• Account Management: Led a team of 15 customer service representatives who took calls from financial advisors/investors and conducted WebEx training. Motivated staff to deliver one-call solutions.Training & Project.
• Designed and led a training program for 100+ new employees.
• Conducted client webinar trainings when needed.

New York, NY, US

• Account Management: Supported both financial advisors and their B2B/B2C clients.
• Demonstrated skills needed to provide one-call solutions in a high-volume environment.
• Engaged clients in English and Spanish.Training: Conducted training for customer service representatives (CSRs). Evaluated progress of CSRs for licensing that required analysis of practice test scores.
• Achieved 33% cost reduction for training by streamlining systems.
• Built learning tools using MS Office.
• Trained more than 100 professional clients (financial advisors) on the processes needed to use bank products, services, and technology.

New York, NY, US

• Performed sales and customer service roles that included working with small business accounts. Guided clients in the best ways to use bank products and services. Communicated in Spanish and English.
• Ranked in the top 10% in sales statewide.
• Promoted to a small business role that required business acumen and leadership.
• Developed skills needed to deliver proactive client service that required the ability to work closely with mortgage bankers/loan officers.

Madrid, Madrid, ES

Tirelessly tried to teach English to Spanish children who were enthusiastically determined not to learn it. Traveled, drank wine, ate tapas, and attempted to dance flamenco in what was, to date, the best experience of my life.

• Completed over 900 service hours caring for campers with physical and mental disabilities.
• Took on a leadership role as member of the AmeriCorps team by organizing and leading activities, and acting as a mentor for younger counselors.

• Managed the secretarial duties of the UW School of Business International Programs office
• Advised students on available study abroad programs.

US

• Interned for six months at a marketing and promotional gift manufacturing company in Seville, Spain, greatly enhancing my Spanish communication skills.
• Presented a summary report in Spanish on the implementation of a quality control program within the company to an internship committee.

Finance, Finance, Investment, Banking, Foreign Language

Semester Abroad, Business