Scott Breitmeyer Email & Phone Number

Berwyn PA

Malvern, PA

* Responsible for providing front-line customer support, with emphasis on analyzing and interpreting daily/weekly deliverables to customers, business tracking and quality assurance analyses. * Managed weekly customer conference calls reviewing business issues/exceptions impacting weekly deliverables.* Monitored customer priorities as per the Service Level.

Oaks, PA

• The Account Manager position was responsible for managing the client relationship through the day to day service delivery model. As the Account Manager, I developed, maintained and expanded the client relationships.
• Managed the overall client relationship and service model
• Deepened and broadened relationships within the client as demonstrated by NPS
• Created and managed client account plan
• Developed an intimate understanding of the client’s business and objectives
• Conducted annual business planning process with clients

Oaks, PA

- Serviced inbound telephone calls and correspondence requesting ETF product information - Supported outbound marketing campaigns to broker/dealers designed to promote ETF product line- Utilized knowledge of financial markets, ETFs and various mutual fund products to assist clients in decision-making to increase assets under management- Trained and.

Master Of Science (M.S.), Sociology

Bachelor Of Arts (B.A.), Sociology, Magna Cum Laude