Lora Mckee Email & Phone Number

St Louis, Missouri, United States

Client Relationship Management:• Act as the primary point of contact for clients, addressing inquiries, concerns, and requests.Service Delivery and Operations:• Oversee the execution of client transactions, including account openings, transfers, withdrawals, and other financial operations.• Coordinate with internal teams, such as financial advisors, compliance, and operations, to resolve client issues and enhance service delivery.Client Onboarding and… Show more Client Relationship Management:• Act as the primary point of contact for clients, addressing inquiries, concerns, and requests.Service Delivery and Operations:• Oversee the execution of client transactions, including account openings, transfers, withdrawals, and other financial operations.• Coordinate with internal teams, such as financial advisors, compliance, and operations, to resolve client issues and enhance service delivery.Client Onboarding and Education:• Facilitate the onboarding process for new clients, including gathering necessary documentation, explaining account features, and setting expectations.• Educate clients on the firm's products, services, and technology platforms, helping them navigate and utilize available resources.Quality Assurance and Compliance:• Ensure all client interactions and transactions comply with regulatory requirements and internal policies.• Monitor client accounts for any discrepancies, errors, or issues, and take corrective action as needed.• Maintain accurate and up-to-date client records and documentation.Team Leadership and Development:• Supervise and mentor junior client service staff, providing guidance, training, and performance feedback.• Collaborate with team members to develop and implement best practices for client service and satisfaction.• Lead projects aimed at improving client service processes and efficiency.Problem Resolution:• Handle complex client issues or complaints, ensuring a satisfactory resolution while maintaining professionalism and confidentiality.• Serve as an escalation point for client service-related matters that require higher-level intervention. Show less

St Louis, Missouri, United States

Managing the financial planning operations of an Advisor’s practice is my #1 daily goal. Have direct contact in working with the clients to achieve their financial goals by performing operational duties, servicing clients through diligent and detailed follow up, and keeping organized accounts of client information. This is a fast paced and rapidly growing practice, and it is my duty to ensure that the Advisor is spending their time in meetings and prospecting. I am a driven person who feels a… Show more Managing the financial planning operations of an Advisor’s practice is my #1 daily goal. Have direct contact in working with the clients to achieve their financial goals by performing operational duties, servicing clients through diligent and detailed follow up, and keeping organized accounts of client information. This is a fast paced and rapidly growing practice, and it is my duty to ensure that the Advisor is spending their time in meetings and prospecting. I am a driven person who feels a part of a team with a successful advisory firm. Show less

Rockford, Illinois Area

As Client Services Supervisor, I address customer inquiries and resolve all problems professionally and diplomatically to ensure excellent customer service. I am able to build relationships with individuals at all levels including high net-worth clients, coworkers, leaders, and staff members. Motivating employees to meet and exceed all targeted business objectives, I constantly create innovative strategies to streamline operations and improve client services. A few of my experiences… Show more As Client Services Supervisor, I address customer inquiries and resolve all problems professionally and diplomatically to ensure excellent customer service. I am able to build relationships with individuals at all levels including high net-worth clients, coworkers, leaders, and staff members. Motivating employees to meet and exceed all targeted business objectives, I constantly create innovative strategies to streamline operations and improve client services. A few of my experiences include opening new account applications, completing request transfers, processing trading requests, conducting performance reporting, managing accounts payable/receivables and bank reconciliations.I also facilitate training, mentoring, and coaching for new employees to improve their performance and productivity levels. I am recognized by my leadership and peers for strong work ethic, dependability, and integrity; and can rapidly learn new processes, procedures, and technologies with ease. Show less

Guest Relations

Rockford, Illinois, United States

Schaumburg, Illinois, United States

Master Of Business Administration - Mba

Bs, General Studies/Business

Bachelor'S Degree, General Studies