- Developed and conducted comprehensive training sessions to educate financial advisors on utilizing AI-powered tools effectively, enabling them to leverage data-driven insights for more informed decision-making and enhanced client service- Led regional (2,500+ employees) and 1:1 software implementation training to drive adoption for targeted quarterly initiatives - Partnered with Wealth Management teams to understand each unique business model and align those teams with platform tools and processes resulting in retained clientele and expansion of revenue streams- Evaluated efficacy of client engagement tactics against Key Performance Indicators, directly contributed to acquisition of over $70M in net new assets in calendar year 2023- Served as primary contributor for all new recruit presentations; market key digital offerings while establishing a relationship and credibility with prospective Wealth Management teams- Communicated functionality and technical concepts to non-technical users across organizational departments and skills levels

- Provide exceptional client service by promptly responding to inquiries, resolving issues, and addressing client needs via phone, email, and in-person interactions.- Assist Financial Advisors with client account maintenance, including opening new accounts, processing trades, and executing client requests accurately and efficiently.- Collaborate with internal departments such as operations, compliance, and wealth management to ensure seamless execution of client transactions and adherence to regulatory requirements.- Support client meetings and events by preparing materials, scheduling appointments, and coordinating logistics to enhance the client experience.- Contribute to team goals and initiatives by participating in training programs, sharing best practices, and continuously seeking opportunities to improve processes and enhance client satisfaction.

- Conducted consultations with potential clients to evaluate their bankruptcy cases and determine eligibility for legal counsel, and provided expert guidance and support throughout the bankruptcy process, ensuring clients understood their legal options and rights.- Guided clients through the onboarding process which included the initial setup, documentation review, and post-onboarding support to address any questions or concerns, facilitating a smooth transition into the service.- Trained new hires on customer service procedures and best practices.

- Managed a portfolio of commercial accounts with over 500 employees, providing financial advice, ensuring clients' financial goals were met while proactively identifying upselling and cross-selling opportunities.- Collaborated with the marketing team to implement targeted campaigns, resulting in a 60% increase in account acquisitions.- Assisted in managing client accounts, processing transactions, and providing exceptional customer service with empathy and transparency.

- Regularly exceeded sales targets and recognized as Top Customer Relations performer in the district 5x in 2 years.- Managed daily store operations, including opening and closing procedures, inventory control, cash handling, and various administrative tasks.