-Assist in the development and implementation of personalized financial plans tailored to clients' specific objectives.-Prepare for and participate in client meetings, assisting in post-meeting action items.-Lead team efforts in conducting comprehensive analyses of estate planning, insurance planning, and annuities.-Assist in managing client accounts by utilizing reporting software, trading activities, handling money movement, and account opening and closing. -Deliver exceptional service to clients by promptly addressing inquiries, resolving issues, and facilitating transactions to ensure a positive client experience.-Stay up to date on industry trends, regulations, and best practices to provide accurate and timely guidance to clients.-Collaborate with managing partners and vendors on business development initiatives, driving growth through process enhancements.

-Provided support to producers, broker-dealer personnel, financial advisors, and clients in order to help navigate technical infrastructure questions related to Pacific Life’s products/benefits while navigating IRS, DOI, and State requirements.-Coordinate in a professional manner with internal departments, including sales, legal, tax, and compliance, in order to address issues and concerns while providing a single point of contact model for the client -Process market-sensitive financial transactions over $2+ million, while identifying potential cases of fraudulent activity to mitigate risk for both the client and the organization-Proactively identify opportunities and assist operations in testing new rollouts by providing concise feedback to implement enhancements in processing procedures and website features-Developed a tool that helped product specialists track and be accountable for their daily utilization in order to maintain a more efficient output and average over 60 calls per day.

-Provided on demand support for over 80 internal customer service representatives by clarifying financial information, providing guidance, and training opportunities. -Created and implemented digital strategies to help produce routine reports based on agents' performance -Designed and prepared comprehensive reports that provided the company a better insight of our customers' needs-Assisted in developing programs and procedures to enhance productivity and performance