Alex Economides
Fairport
Summary
Professional client service specialist with strong expertise in delivering high-quality client support. Demonstrates exceptional teamwork and adaptability, ensuring seamless collaboration and consistent achievement of goals. Skilled in managing client relationships, resolving issues efficiently, and maintaining high standards of service. Known for reliability, flexibility with changing needs, and results-driven approach.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Client Service Associate
Raymond James & Associates
10.2019 - Current
- Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
- Organized client events and seminars, fostering community engagement and promoting brand awareness.
- Collaborated with cross-functional teams to develop custom solutions tailored to individual client needs.
- Optimized workflows by automating repetitive tasks using advanced software tools, allowing more time for focused customer interactions.
- Assisted in the development and implementation of new policies and procedures to improve overall service quality for clients.
Head Hockey Coach
Rochester Jr Americans
08.2022 - Current
- Established a strong, cohesive team culture by fostering open communication and promoting teamwork among players.
- Promoted sportsmanship among players by modeling respectful behavior toward opponents and officials at all times.
- Increased player skill levels through individual coaching sessions tailored to their strengths and weaknesses.
- Developed training methods to build skills for different ages and ability levels.
Information Request Specialist
Manning & Napier
03.2018 - 09.2019
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- Followed all company policies and procedures to deliver quality work.
- Led quality assurance efforts, maintaining high standards for all products and services.
- Provided general support for Portfolio Strategists including procuring presentation/meeting materials, agendas, performance, and client specific reports
- Assisted in external communications with consultants and institutional clients
- Maintained contact lists and communication details in Salesforce
Operations Associate
Manning & Napier
10.2016 - 03.2018
- Managed vendor relationships to ensure consistent supply chain performance.
- Maintained documentation for process workflows to promote accountability.
- Conducted data analysis to identify trends in operational performance.
- Developed reports to assist management in strategic decision-making.
Education
Bachelor of Science - Finance
SUNY Oswego
Oswego, NY05-2016
Skills
- Team leadership qualities
- Effective problem solving
- Time management mastery
- Conflict resolution
Certification
SIE/Series 6 certified
Computer: Proficient in Adobe, CRM, SalesForce and Microsoft Office (Excel, Outlook, PowerPoint, and Word)
Timeline
Head Hockey Coach
Rochester Jr Americans
08.2022 - Current
Senior Client Service Associate
Raymond James & Associates
10.2019 - Current
Information Request Specialist
Manning & Napier
03.2018 - 09.2019
Operations Associate
Manning & Napier
10.2016 - 03.2018
SIE/Series 6 certified
Computer: Proficient in Adobe, CRM, SalesForce and Microsoft Office (Excel, Outlook, PowerPoint, and Word)
Bachelor of Science - Finance
SUNY Oswego
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