Christina Kellner Email & Phone Number

Jersey City, NJ

• Coordinates weekly meetings with executive leadership to identify opportunities for improvement, establish milestones, and tailor customer service to individual markets.
• Manages 5 Broker-Dealer relationships with total assets of approximately $25B, which generate revenue of approximately $15MM per year.
• Acting as a key leader in sales negotiation and product implementation by supporting sales activities, shaping solutions, properly scoping and pricing engagements, and leading the transition from the sales process to.
• Delegating assignments to team members across multiple lines of business in providing support to major clients, addressing and resolving complex operational and technical issues and ensuring requests are executed.
• Effectively targeting the ideal market segments and increasing revenue by determining departmental structure along with the allocation of resources, while ensuring work is integrated across regions and that work.
• Administering proposals, coordinating and participating in frequent client visits, establishing relationships with clients and prospective clients, as well as helping to close new deals.

Jersey City, NJ

• Fostered and maintained Broker-Dealer relationships with over 90 Introducing Broker-Dealers firms, consisting of Independent Contractors, Institutional Advisors, and Full-Service Retail Broker-Dealers, with total.
• Managed a large team of personnel, overseeing recruitment, training and placement in the organizational structure.
• Led the firm's Associate engagement effort as the "People Plan" leader, interfacing with Senior Management for various firm-wide initiatives and creating Associate goals and development plans, as well as recruiting and.
• Partnered with internal Associates and clients to conduct product education for Advisors, while monitoring utilization, engagement, executive landscape, and organizational understanding, addressing any problem areas.
• Sought out opportunities to attract new clients as well as to retain and expand relationships with existing clients, including updating customers new growth opportunities through the expansion of new products and.
• Attended client meetings to further foster relationships, and conducted regular business reviews, monitoring company performance against service level agreements and flagging potential issues to ensure clients were.

Jersey City, NJ

• Managed the conversion support desks on new strategic client relationships, setting the direction and tone for the client service administration elements of the business, while driving overall client and risk management.
• Hired, coached, and managed a team of 12 Client Service Liaisons, providing professional guidance and establishing performance along with development goals for all Associates, resulting in being nominated by the staff.
• Conducted mid-year and annual reviews, tracking, analyzing, interpreting, and measuring key performance data, ensuring continuous process improvements were being achieved.
• Ensured the team members had the appropriate training to exceed in their role, developing curriculum and facilitating the training programs as needed, as well as ensured continuous dialogue and open communication to.
• Managed the call center and staff resourcing based on business requirements to ensure adequate cover in place to meet deliverables and provide excellent client service delivery.
• Prepared statistics and presented metrics to clients on a regular basis, identifying and resolving any issues found while serving as a high-level escalation point for complex situations.

• Helped the organization achieve its objectives by developing new relationships and growing existing relationships into deep, long-lasting and mutually valuable partnerships, while acting as the primary client service.
• Responded to complex phone, email, or other inquiries to help navigate prospects and clients through company products, services, and procedures, resulting in achieving a top professionalism score within the organization.
• Regularly met with clients to understand and analyze their current and long-term needs, advising them on the best solutions to help them achieve their individual goals, as well as referred the clients to other.
• Hosted seminars and sales calls, providing an in-depth overview to new customers on the company offerings, as well as introduced Broker-Dealers to the company's policies and procedures.
• Liaised between various departments, working closely with the Relationship Managers to build and maintain client relations, identifying areas that needed improvement and implementing measures to increase client.