Bethany Hatch Email & Phone Number

Phoenix, Az, Us

•Facilitate and support the sales of AssetMark products by building and supporting effective relationships with Investment Advisors.•Support territory team in opportunities to increase production as well as undertaking important administrative support.•Promote growth in sales production with the existing advisor base by identifying additional advisor needs.•Act as primary sales point of contact for escalated service-related issues.

• Oversee high-performance, cross functional team.• Implement and maintain tools to help accelerate growth and maximize the onboarding of new advisors to our platform.• Manage day-to-day activities of the team and monitor execution of Service Level Agreements. • Coach, mentor and develop team members on quarterly basis.• Responsible for fostering learning and performance based culture while building and developing strong partnerships.• Accountable for delivering a memorable service touch and leading with a continuous improvement mindset.

• Proven people leadership• Manage territories of 8 states 3 cities• Continue to execute service level expectations• Educating advisors on platform knowledge• Identify, analyze and resolve complex issues • Collaborates with sales to ensure goals are met each quarter

•Responsible for on-boarding Financial Adivosrs new to the AssetMark Platform.•Assist with new client and account set-up procedures and issues, in addition to account change request support and tracking. •Partner with Sales to communicate Administrative training to clients.•Total ownership and accountability with all internal and external customers, communicating ongoing progress until the resolution is completed. •Continually evaluate day-to-day activities for process improvement opportunities.

Phoenix, Arizona Area

•Process new business accounts with aggressive service levels while maintaining accuracy levels.•Satisfy financial advisor requests with timely, complete, knowledgeable and responsive communication regarding work that is not in good order and assisting the advisors in resolving issues to complete their request.•Demonstrated strong individual ownership of processing from account set-up to funding completion.•Build and strengthen relationships with clients, understanding their needs to offer appropriate solutions.•Focus on quality control, processing goals, training, team metrics and process improvements.•Communicate effectively with peers and leaders in order to create an excellent customer service experience.

Phoenix, Arizona Area

•Responsible supporting the Principal in the areas of growth, revenue, project management, staff management and client relationships for their market area.•Scheduled continued education for Principal and architect/design staff ensuring required certification was completed in timely manner.•Lead weekly meetings ensuring staff and Principal were on target to meet and exceed production goals.•Actively managed studio budgets, schedules, and programs; project communications and documentation; office administrative tasks and team assignments. •Contributed to, organized, and completed the restaurant installation of Javelina Cantina, in Sedona, Arizona

Scottsdale, Arizona

-Responsible for overall coordination and management to ensure all company goals are met.-Complete oversight and performance of warehouse operation.-Liaison between vendors, customers, production, pricing and distribution of goods. -Drive initiatives in the management team contributing to long-term excellence, ensuring high level of accuracy.-Partner with Director contributing to the development and implementation of organizational strategies, policies, and practices. -Manage day-to-day processing of accounts receivable, payable, date entry and payroll using Quick Books, and producing reports as needed. Oversee financial administration, planning, and collaborating with leadership on monthly, quarterly, and annually to ensure budgets are effectiveCustomer Support/Organizational Effectiveness-Facilitate successful growth into multiple new areas, representing an increase in revenue. -Assist key accounts to increase production, service opportunities, and launching new startup locations nationwide. -Facilitated out-of-state office with design, fabrication, and marketing of a new medical instrument, preparing for distribution. I-Introduced efficient easy-to-use notation system on accounts, increasing service levels and comprehensive view customer information. Inventory/Supply Chain-Assumed responsibility of restructure of warehouse and distribution protocols. Spearhead operational procedures. Instituted new organization system which increased inventory accuracy with little to no supervision to meet output demands. -Added existing and new inventory in Quick Books to sufficiently and effectively provide correct product information, which allowed better forecasting of purchased materials and costs. -Develop, implement and update new process improvements leading to reduction in errors and more productive time management.

Phoenix, Arizona Area

-Responded to customer and financial advisor inquires ensuring accuracy and satisfaction while consistently exceeding phone quality expectations. -Developed and implemented tools to assist associates and leadership company-wide that increased the knowledge and increased efficiency in processing.-Evaluated and analyzed reports to ensure accuracy and provide coaching to improve areas of opportunity.-Selected from 200 employees to research and identify inconsistencies in workflow procedures. Partnered with senior management and evaluated trends cross site. Implemented updated procedures department wide increased team connection, consistency in prioritizing time management, and increased productivity. -Created and facilitated team discussions site wide as well as presented to senior leadership groups with the purpose to increase, enhance, and improve decreased morale. Surveys were administered and composed data indicated a 99% return completion and 100% response that the information provided was valuable, inventive, and contributed to a changed mindset.-Selected as Flex Staff Assistant in a 12-week rotation overseeing a service team, providing daily support, delivered performance-based assessments and providing feedback in both written and verbal format. -Extensive training resulting in a core function of comprehensive knowledge of 529 College America Plans processing verbal and written requested with 100% accuracy.· Promoted to Client Service Specialist· Promoted to Client Service Representative