Directly supported a highly successful Financial Planner by managing operational work flow of all client services and account administration. Initiated and drove targeted client marketing. Developed, implemented and monitored programs to maximize customer satisfaction that resulted in a 25% increase in revenue in one trimester. Improved client loyalty depth and increased sales by gaining a strong knowledge of company's products and services.
Recruited and interviewed candidates for industrial positions of all skill levels. Developed and implemented creative recruiting strategies that met anticipated staffing needs.
Intensive formal training program resulting in deep knowledge of financial products and multi-level customer service skills. Continuous in-service training courses added new skills for the constantly changing field of financial planning.
Advance college courses in English literature
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