Carla Loarte Email & Phone Number

United States

Wellesley, Massachusetts, United States

Appointed CSA Coach and trained new CSA personnel, assisted with inquiries and provided them with new and pertinent firm materials. Cultivate and enhance new and existing client relationships through active communication with clients, processing requests, resolving inquiries. Onboarded 3 Financial Advisors Teams. Confirm authorization and authenticate clients when processing requests. Perform money movement functions including, check deposits, issuing checks and securities transactions. Onboarding and maintaining client accounts, including collecting client information and required documentation, capturing assessing risk, and handling estate needs. Prepare financial plans, client reports, and other materials.

White Plains, New York, United States

Effectively assisted in managing Advisor’s client base and ensuring all clients receive an outstanding client experience. Actively seeked out opportunities to explain client relationships through the cross-selling of various products and services that met their needs. Strong focus on client engagement with thorough understanding of the importance of uncovering hidden needs and business opportunities. Cultivated current and prospective relationships and identified opportunities to expand these relationships by responding to the client needs with creativity and pertinent firm materials.

Purchase, New York, United States

Probed existing and new clients for additional sales opportunities, match product or servicing offerings that fit each investor’s individual needs. Balanced business needs with customer needs when negotiating and retaining accounts. Understanding of the services of the firm with a strong focus on client engagement and retention of assets. Educated new and prospective clients on various products and services offered by the firm. Performed administrative duties that support Financial Advisors in daily business practices, including, telephone coverage, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance.

White Plains, New York, United States

Gather and input client financial information, investment objectives, and client’s data for new accounts. Conduct effective client portfolio reviews and propose value-added solutions. Provided assistance to Financial Advisors on a variety of investment solutions for fee-based accounts. Provided account services to clients on a daily basis.