Christine Nolan Email & Phone Number

New York, Ny, Us

New York, Ny, Us

Serves as the client’s main point of contact for inquiries regarding account information, online access, documentation, and reporting. Responsible for handling the daily review and maintenance of client accounts, which includes facilitating any administrative changes or cash/security movements, coordinating scheduled remittances, and processing account openings/closings, internal/external transfers, address changes, and all other client requests. Provides administrative support for portfolio managers and is responsible for the preparation of materials used for portfolio review meetings.

New York, Ny, Us

Toronto, Ontario, Ca

Collaborated regularly with Senior Credit Specialists, Financial Advisors, underwriters, and clients to facilitate and maintain high-net-worth lines of credit and ensure accuracy in all aspects of the process. Responsible for preparation of credit documentation, processing of loan rollovers, facilitation of funds coming in and out and ensuring clients are kept informed throughout the process. Multi-tasking and time management skills are crucial to the success of the team and are utilized in the day-to-day tasks while also addressing client and advisor phone calls and email inquiries in a timely manner.

New York, Ny, Us

Oversaw onboarding of clients and ensured continuous support by demonstrating online account registration and navigation. Managed money transfers and investment allocation decisions, fostered lucrative working relationships, and updated CRM platform for all clients. Formulated and published weekly team newsletter. ​Collaborated with clients by providing counsel during difficult life situations and hardships, including financial loss, death, and family conflict. ​Conducted site meetings, examined periodic engagement metrics, implemented continuous improvement indicators to the platform, and directed 250+ peers in implementing best practices. • Elected by leadership to manage the continuous improvement platform, which includes leading site meetings, analyzing weekly engagement metrics and presenting best practices to 250 peer consultants.• Delivered financial guidance and educated retirement seeking participants on optimal allocation of pensions, sanction and repayment of loans, and management of individual retirement accounts.• Facilitated Wealth Management Advisors and their affluent clients to utilize retirement income planning tools in maintaining their overall strategy by providing the best possible solutions and advices.• Successfully managed 4,000+ calls related to sales and service matters and secured the highest rate of 97%on Voice of the Client Surveys while improving and exceeding sales metrics.

New York, New York, Us

• Assisted Marketing team on various promotions for a multitude of shows. • Created social media campaigns and organized press clippings each week.• Assisted with member and student outreach, specifically targeting college students in the NY metropolitan area.

Us

Collaborated in conducting significant advertising campaigns for Broadway shows, including ​Matilda​ , ​Les Miserables and ​The Audience by crafting production and design briefs, organizing sample binders, collecting press-clippings, and submitting weekly ​New York Times ads for a multitude of Broadway and Off-Broadway shows. Compiled and delivered media bags to 20+ key clients weekly. • ​Designed and developed media buying plan to support managers. Successfully handled client inquiries and resolved issues daily without supervision. • Developed and conducted successful promotional campaigns by liaising with insights, marketing, and social media teams.

Designed and launched innovative concepts for niche global gourmet clients and presented proposals at multiple developmental meetings. Formulated an effective comparison of Real-Time Bidding platforms and implemented accordingly. Conducted and compiled research for specific markets to determine facts and findings for marketing team and key clients.• Developed an organized comparison of Real Time Bidding platforms• Accumulated research for specific campaigns and then presented the findings to the marketing team and clients• Developed a new concept for a candy client and presented the ideas in multiple developmental meetings

Toronto, Ontario, Ca

Ensured the delivery of excellent customer service to the high-net worth investors and shared information when processing transactions with wealth advisors. Oversaw office administration, orchestrated schedules, and conducted company meetings. Obtained security clearance to assist with confidential data. Formulated proposals for tax deferred annuities and long-term care and life insurance policies. • Assisted clients on the phone when they needed information or wanted to make a transaction.• Worked with the Financial Advisors to create individual portfolios and informational packets for each client.• Helped around the office with files, organization, and planned company meetings.

London, Gb

• Routinely managed chaos in high-volume tourist environment• Accurately received and delivered food and beverage orders, while anticipating and communicating needs of diverse clientele• Assisted patrons in a courteous, engaging and professional manner

London, Gb

• Routinely managed chaos in high-volume tourist environment• Accurately received and delivered food and beverage orders, while anticipating and communicating needs of diverse clientele• Assisted patrons in a courteous, engaging and professional manner

• Worked with nearly 120 girls ages 6-16 from diverse backgrounds to prepare six shows over the course of 7 weeks.• Directed and produced Peter Pan, The Little Mermaid, and Alice in Wonderland• learned leadership and management skills