Jan Lapp Email & Phone Number

Bloomington, MN

• As the primary contact, created a value-added client experience by diligently responding to all client requests and concerns quickly and thoroughly.
• Entered client checks into integrated Client Management account advisor portal sub-system and created history for month-end account reconciliation.
• Utilized the NetX360 wealth management platform to verify accurate assignment of client checks and account contributions, as well as to confirm automatic account transfers and withdrawals.
• Supported colleagues with project work, including required compliance filings and client file organization for automated document management software.
• Produced client financial plans and reviews, ensuring a precise and polished final product reflecting the firm’s expertise.
• Created, managed, and maintained client files and updated client information in Junxure, the company’s CRM software.

Woodstock, IL

• Researched, performed due diligence and built robust database for Redtail Technology CRM, the company’s first rollout of a customer relationship management platform. Oversaw client data transfer from account.
• Streamlined processes and procedures for improved workflow and recordkeeping.
• Add value to client experiences by serving as the firm’s primary contact. Ensure that investment needs are addressed professionally and with a sense of urgency.
• Supervise client onboarding to ensure a successful and seamless introduction and transition to the firm, its advisors and staff.
• As Compliance Assistant, maintain client account information for audit trails and compliance records, monitor progress and completion of required compliance filings, and interact on a regular basis with operations and.
• Assist and support advisors with client meeting preparation and follow up, including gathering account information and reports and drafting post-meeting client communication.

Greater Minneapolis-St. Paul Area

• Managed marketing projects by establishing customer needs and practicing a client-centric philosophy. Created exceptional client experiences with an eye to budget, timeline and outcome goals.
• Fostered an energized internal work environment that encouraged valuable contributions from each team member.
• Integrated internal and external communications to reinforce company’s corporate culture.
• Administered all aspects of internal operations including financial reporting, receivables, payables and payroll.
• Conducted candidate interviews; created and executed training plans.

Greater Minneapolis-St. Paul Area

• Created integrated and uniform partner communications and negotiated marketing activities for corporate sponsorships.
• Maximized budgets and leveraged additional marketing opportunities.
• Collaborated with national bank branch contacts to identify and develop PR opportunities.
• Evaluated funding requests and conducted site visits of non-profit organizations; presented funding recommendations to and served as recording secretary for U.S. Bancorp Foundation Board of Directors.
• Directed a team of employees, training new members and delegating assignments.