Felicie Henson work email
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Felicie Henson personal email
Experienced Client Service Associate with a demonstrated history of working in the financial services industry. Strong finance professional skilled in Customer Relationship Management (CRM), Sales Management, Management, Loans, and Loan Origination.
Investment Partners Of Acadiana
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Client Relationship ConsultantInvestment Partners Of Acadiana Feb 2023 - PresentLafayette, Louisiana, United StatesPerformed daily operations, client service, and financial advisor supportAssisted financial advisors, managing $1,000,000+ books to ensure profitable revenue Developed relationships through anticipating and proactively addressing clientele needsSuperior interpersonal, organizational and client service skills Maintained accounts for clients on every level, opened and processed new accounts, including managed accounts, and monitored stock marketProcessed checks, journals, deposits, keeping record of daily transactions and holdings
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Senior Client Services AssociateMorgan Stanley May 2010 - Feb 2023United StatesActively supported 4 Financial Advisors with approximately 800 clients, managing $1,000,000+ books to ensure profitable revenuePerformed administrative duties such as telephone coverage, business travel arrangements and expense reporting, coordination of client meetings and calendar maintenanceAssisted Financial Advisors in developing business plansCultivated and enhanced new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remained currentOnboarded and maintained client accounts, including collecting client information and required documentationProcessed checks, journals, deposits, keeping record of daily transactions and holdings -
Mortgage Loan OriginatorMortgage Lenders, Inc May 2007 - May 2010Executed all aspects of loan origination, including lead generation and qualificationOrganized necessary documentation (appraisals, employment verification, title work) required for successful loan processingProvided customer service by assessing needs of customer, proposing a solution, and keeping customer abreast of progress of loan applicationInteracted one-on-one with realtors
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Personal BankerChase Bank, Na Mar 2005 - Mar 2007Personal BankerAcquired, retained, and expanded new and existing customer relationshipsProvided a positive new account experience by profiling, assessing customer needsRecommended and sold appropriate banking products and servicesDuties included profiling, outbound telephone sales, consulting, networking, cold calling, and appointment settingPartnered with retail lending & small business investmentsUncovered customer needs due to excellent probing and listening skillsSeries 6 and life, health, & accident insurance licensed (expired)
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Assistant Manager, Managers Assistant, Manager TraineeEnterprise Rent-A-Car Aug 2003 - Mar 2005Lafayette, Louisiana, United StatesLearned different aspects of the companySurpassed sales targetsGrew rental fleet from 32 to 54 carsIncreased rental occupancy Performed corporate management duties Exceeded corporate sales goals by 100% for five consecutive monthsSupervised a team of 11 trainees, manager assistants, and car portersManaged three branches with over 200 carsAchieved highest customer service rating in groupCalled on prospective corporate accountsPerformed sales and service calls -
Community Relations InternUnited Blood Services Jan 2002 - Dec 2002
Felicie Henson Skills
Felicie Henson Education Details
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Public Relations
Frequently Asked Questions about Felicie Henson
What company does Felicie Henson work for?
Felicie Henson works for Investment Partners Of Acadiana
What is Felicie Henson's role at the current company?
Felicie Henson's current role is Client Relationship Consultant.
What is Felicie Henson's email address?
Felicie Henson's email address is fe****@****cox.net
What schools did Felicie Henson attend?
Felicie Henson attended University Of Louisiana At Lafayette.
What skills is Felicie Henson known for?
Felicie Henson has skills like Management, Finance, Social Media, Crm, Training, Loans, Loan Origination, Powerpoint, Sales Management.
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