• Analyzed complex client inquiries to research and implement optimal solutions to their issues through mastery of treasury products and services.• Assessed risks pertaining to high-profile​ clients with $1-20 million in revenue and work with team members to prevent fraud.• Efficiently and effectively processed requests of 90+ client portfolios and internal partners.• Strengthened and maintained credible and collaborative partnerships with coworkers and senior leadership. •… Show more • Analyzed complex client inquiries to research and implement optimal solutions to their issues through mastery of treasury products and services.• Assessed risks pertaining to high-profile​ clients with $1-20 million in revenue and work with team members to prevent fraud.• Efficiently and effectively processed requests of 90+ client portfolios and internal partners.• Strengthened and maintained credible and collaborative partnerships with coworkers and senior leadership. • Investigated root causes of process inefficiencies and propose opportunities to improve efficiency.• Trained new hires about operational processes and positional requirements. Show less

• Documented client calls and contacts​ in CRM.• Analyzed and updated client information as needed after client review meetings.• Collected and inputted client data into Money Guide Pro for foundational planning clients. • Maintained files and records in accordance with the records retention policy.

• Communicated with advisors daily to provide them with ​policy updates for their clients.• Assisted case coordinators with case management.• Corresponded with clients about their policies and provided information on our products. • Audited production report worksheets for the internal wholesalers in excel.