Richard Klenk Email & Phone Number

Retirement Plan CRM and servicing specialist of corporate retirement plans.

Houston, Texas, United States

Retirement Plan CRM and servicing specialist of multiple company 401k plans.

Managed Account Support Teams Member /Trader / FA Support Team: Assist PNC FA’s in the creation and implementation of managed account proposals in Envestnet Managed acct Platform and assisted and instructed Financial Advisor’s in Navigating and proper utilization of Envestnet to achieve desired goals for clients. Assist Clients and Financial Advisors placing exchange orders of all types for brokerage, managed, and fixed income accounts. Assisted Financial Advisors new to PNC on FA Phone lines in navigating multitude of investment software suites and instructed and assisted in new account setup and implementation.Key Accomplishments:• Excellent proficiency in all PNCI systems: Salesforce, Wealthscape, EDGE, Envestnet, UAO, AnnuityNet, Bond Trader Pro, Integrated Cashiering System, Sungard Protegent Surveillance.• Networked and developed relationships with PNC Team Members and FA’s in all departments and developed detailed knowledge of Managed Acct Platform, products, services, and workflows.

United States

Assisted existing and potential bank clients in opening of Checking, Savings and Debt instrument accounts, developed key relationships with local Business owners in South Houston Area, and assisted Hundreds of clients in BBVA to PNC conversion.Key Accomplishments:• Proficient skills acquired in developing relationships with existing clients as well as cold walk-in customers in multiple branch bank locations.• Developed knowledge of proper handling of client physical assets and procedures in opening of retail customer service as well as proposals of retail products in insurance, debt, and bank accounts.• Developed Proficiency in retail bank processes between Branch bankers an Advisors in maximizing existing retail bank clientele for cross sell referral opportunities from existing books of business and local community relationships.

Houston, Texas, United States

Trained and coached teams of direct reporting licensed Financial Representatives in areas of customer service, products/services, and financial literacy. Engage existing client relationships to identify opportunities for new business and obtain new accounts. Develop personalized financial plans to meet client goals surrounding college savings plans, debt management, and retirement investments.Key Accomplishments:• Grew and manage investment portfolios for hundreds of clients with Millions in assets under care.• Instill a team-wide focus on excellent customer service delivery, repeatedly developing multiple teams of 50 - 75 financial representatives through one-on-one coaching and mentoring. • Secure new accounts through networking, seminar facilitation, and individual meetings.• Recognized as #1 in new investment assets, highest account values in the 1st & 3rd quarter for 5 years (2015 -20).• Top representative in premium life insurance sales for 2019 for Texas Market.

Houston, Texas Area

Advised client-based and delivered digital flight plans to private corporate charters. Guaranteed flight safety and service compliance with all FAA, TSA, International, and company regulations.Key Accomplishments:• Composed and distributed safety guides, in-flight resources, and contingency plans for flight crews.• Developed customer relationships, managed workflows, and met assigned goals by operating numerous databases concurrently.