Robb Wettergren Email & Phone Number

Denver, Co, Us

United States

Progressive career culminating with a senior team role servicing high net-worth advisory firms. Providing analytical support with handling daily activities and project initiatives. Responsible for maintaining and exceeding team performance metrics. Notable Achievements:• Primary contact for frontline-facing and back-office team operations by supporting large investment management firms to help service their end-client needs; provided precise reporting and processing on portfolio and performance models, analyzing and auditing client files to ensure proper transactions and account establishments were performed for tax reporting purposes.• Overseeing advisor and client escalations to ensure swift resolution addressed client needs and concerns.• Entrusted by Senior Leadership Team to provide stellar service with clients by managing advisor and end client needs along with department goals according to corporate initiatives and culture.• Recognized by top clients for prompt and analytical efforts and contributions that brought success to their business. • Responsible for on-boarding new advisor firms by coordinating data and document delivery for advisor and end clients, coordination with sales and back-office deliverables, and completion of account transition to platform.

Leading financial technology intermediary specializing in escrow and providing of 1031 exchange services; facilitator of commercial and individual transactions by acting as trusted, independent agent handling all types of exchanges.Client Services and Operations ManagerHeld oversight for managing client service operations and delivery of customer care across multiple offices in CO, MT, and IL. Led cross-functional teams in identifying client issues, addressing needs, and crafting strategic solutions to resolve challenges. Analyzed workflows and developed best practices to improve efficiencies and streamline operations. Recognized as main point of contact for all escalation needs and performed internal audits to ensure high levels of quality assurance.Notable Achievements:• Led remote and on-site Client Service team in resolving process and system front- and back-end issues; identified needs and detailed escalation plan to address and deliver solutions. Interfaced with clients to communicate and resolve issues quickly.• Facilitated motivational team meetings that engaged staff and enhanced internal morale while covering specific topics.• Delivered solutions to clients on behalf of various departments and provided education for avoidance on future issues; concurrently, trained employees on effectively identifying client needs and presenting resolutions that address core issues.• Recognized by senior leadership for planning preparedness during management meetings yielding an increase in efficiency.• Supported internal software development process through collaborative efforts detailing client and business requirements.

Westminster, Co

Managed teams across Denver, CO and St. Louis, MO delivering outstanding client care to customers. Developed key performance indicators (KPIs) to measure operational performance and procedural success. Crafted Lean strategies and various initiatives to improve efficiencies, minimize operational costs, and enhance workflow productivity. Managed documenting of audits, supervisory procedures, associate communications, and procedural modifications. Notable Achievements:• Spearheaded Lean initiative to improve workflows and unify processes for client relationship managers; identified improvement opportunities in 23 areas and implemented process improvements that standardized and streamlined procedures; developed strategy for implementation and piloted new processes prior to rolling out department wide.• Fostered engagement of talented team by crafting individual development plans (IDP) for team and department to provide specific role and career development goals.• Oversaw continued delivery of exceptional client service throughout company buyout; motivated team to stay positive and engaged in keeping clients highly satisfied while facing company uncertainty; managed team during transition to acquiring company with little turnover by maintaining morale and team unity.

Greater Denver Area

Led team of Relationship Managers and Operations professionals throughout Denver, CO and San Diego, CA offices. Facilitated daily team “huddles” to ensure clear understanding of tasks and workflow expectations. Directed efforts utilizing Lean methodology to develop and implement strategic initiatives. Instituted process improvements to ensure workflow gaps were identified, addressed, and corrected. Managed effective communications between service teams and advisor relations of Institutional Department.Notable Achievements:• Managed frontline-facing and back office team operations in support of financial advisors taking highly detailed and hands-on approach; identified issues individually and delivered resolutions to client and/or employees to resolve challenges and save accounts.• Tasked with taking on new project to oversee and lead Call Campaign Communication team; organized data from call campaign documentation and compiled data-driven reports to present to management detailing client insights.• Led the merger between CO and CA teams with seamless assimilation; worked with individuals and teams to blend culture, intermingle dynamics, and establish best practices to enhance cross-functional support and communication.

Greater Denver Area

Progressive career culminating with a managerial role leading teams that serviced high net-worth advisory firms. Created accurate reporting and maintained team performance metrics. Notable Achievements:• Managed frontline-facing and back office team operations by supporting large investment management firms to help service their end-client needs; provided precise reporting and processing on portfolio and performance models, analyzing and auditing client files to ensure proper transactions and account establishments were performed for tax reporting purposes.• Oversaw advisor and client escalations to ensure swift resolution addressed client needs and concerns. Implemented guidelines and updated procedures to ensure errors were avoided and standard of work was followed.• Entrusted by Senior Leadership Team to provide stellar service with clients by managing team and department goals according to corporate initiatives and culture.• Recognized by top client during an organization town hall for my managerial efforts; individual and team contributions that brought success to their business.