Adam Bressler
Madison Heights
Summary
Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Service Associate
Dahring | Cusmano
05.2021 - Current
- Complete meeting preparation, follow up, and paperwork for over 500 households. This includes account opening, money movement, account transfers, RMD tracking, and account changes
- Use Morningstar, Excel, ChatGPT, and Orion to prepare and submit database statistics, graphs and charts to accurately track financial movements.
- Top phone performer, averaging over 150 calls taken and over 150 calls initiated, while maintaining a focus on client satisfaction and a positive attitude.
- First at the firm to connect the operations and client-facing sides of the business. Trained two new people to fill the same role, leading to just under $50 million in new money acquired in 2023.
- Maintain client information, notes, and updates in the RedTail CRM.
- Create, maintain, and present financial plans to prospective and current clients.
- Managed the paperwork during a firm acquisition leading to over $40 million transferred in 2024
- Create and maintain onboarding and training processes for new employees
- Manage five employees, providing solutions to problems and helping them to grow in their role
Security Specialist
Target
10.2020 - 05.2021
- Greeted guests professionally and courteously to cultivate welcoming atmosphere while making safety top priority.
- Drafted reports of property damage, theft, accidents, and unusual occurrences to document daily activities and irregularities.
- Provided safety reports and data analysis to building managers to inform security processes.
Education
Bachelor of Science - Finance
Oakland University
Auburn Hills, MI04.2022
Skills
- Corporate Processes and Procedures
- Leadership
- Training and mentoring
- Problem-solving
Certification
For the past 5 months, I have been studying to attain the ChFC certification on my own time. I will have this completed by May of 2025. After this, I plan on sitting for the CFP.
Timeline
Client Service Associate
Dahring | Cusmano
05.2021 - Current
Security Specialist
Target
10.2020 - 05.2021
Bachelor of Science - Finance
Oakland University
For the past 5 months, I have been studying to attain the ChFC certification on my own time. I will have this completed by May of 2025. After this, I plan on sitting for the CFP.
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