Maxwell Green

Maxwell Green Email and Phone Number

Client Experience Resolutions Manager | Lean Six Sigma, Project Management @ AssetMark
Charlotte, NC
Maxwell Green's Location
Charlotte, North Carolina, United States, United States
About Maxwell Green

At Adhesion, I've helped cultivate a client experience ecosystem where operational excellence meets unmatched support. My role as Client Experience Resolutions Manager leverages my expertise in CRM and Lean Six Sigma to spearhead initiatives that refine our service delivery and issue resolution processes. These efforts are pivotal in achieving our mission of simplifying the client journey and enhancing advisor support.The transition from setvice specialist to leadership and process ownership responsibilities have allowed me to deepen our understanding of client needs, translating into strategic improvements across our platform. We've harnessed feedback to drive tangible enhancements, ensuring a streamlined experience for clients and fostering a culture of continuous improvement within our team.

Maxwell Green's Current Company Details
AssetMark

Assetmark

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Client Experience Resolutions Manager | Lean Six Sigma, Project Management
Charlotte, NC
Website:
assetmark.com
Employees:
993
Maxwell Green Work Experience Details
  • Assetmark
    Client Experience Resolutions Manager | Lean Six Sigma, Project Management
    Assetmark
    Charlotte, Nc
  • Adhesion Wealth Advisor Solutions
    Client Experience Resolutions Manager
    Adhesion Wealth Advisor Solutions Mar 2024 - Present
    Charlotte Metro
  • Adhesion Wealth Advisor Solutions
    Client Support Specialist
    Adhesion Wealth Advisor Solutions Jul 2023 - Mar 2024
    Charlotte Metro
  • Better
    Transaction Coordinator
    Better Apr 2021 - Apr 2022
    United States
  • Merrill Lynch
    Wealth Management Client Associate
    Merrill Lynch Feb 2020 - Dec 2020
    Charlotte, North Carolina Area
  • Bank Of America
    Relationship Manager
    Bank Of America Jun 2016 - Feb 2020
  • Bank Of America
    Relationship Banker
    Bank Of America Jul 2015 - May 2016
  • Bank Of America
    Customer Service Representative
    Bank Of America Apr 2014 - Jun 2015
  • Argo Tea
    Assistant Manager
    Argo Tea Oct 2011 - Feb 2014
  • Starbucks
    Shift Supervisor
    Starbucks Jun 2009 - Oct 2011
  • Adecco Group
    Call Agent
    Adecco Group May 2009 - Jun 2009

Maxwell Green Education Details

Frequently Asked Questions about Maxwell Green

What company does Maxwell Green work for?

Maxwell Green works for Assetmark

What is Maxwell Green's role at the current company?

Maxwell Green's current role is Client Experience Resolutions Manager | Lean Six Sigma, Project Management.

What schools did Maxwell Green attend?

Maxwell Green attended Borough Of Manhattan Community College.

Who are Maxwell Green's colleagues?

Maxwell Green's colleagues are Bill Bogdanovich, Theresa Corle, Sam Dobbs, L.a. Mcgee, Cipm®, Thomas Truong, Jacki Savin, Amandeep Dhaliwal.

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