Jacqueline Elefante
Lincoln Park,NJ
Summary
Professional team member with solid experience in collaborative environments. Skilled in effective communication, problem-solving, and adapting to changing needs. Known for reliability and delivering results through teamwork. Proficient in project coordination, conflict resolution, and maintaining high standards.
Overview
24
24
years of professional experience
Work History
Senior Team Associate
UBS Financial Services
05.2012 - Current
- I
- Maintained detailed records of all client interactions in the CRM system, ensuring accurate historical information was readily available when needed.
- 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.
- Consistently exceeded performance targets regarding customer satisfaction ratings, contributing significantly towards company-wide annual goals.
- Mentored junior associates in best practices for servicing clients effectively, enhancing team performance overall.
- Built strong relationships with clients through regular communication and prompt follow-ups on outstanding matters.
- Managed complex projects from inception to completion, ensuring all deliverables were met within specified timelines.
- 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.
- Retained high-value clients by proactively identifying potential concerns and proposing appropriate solutions.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
- Processed and verified all new account applications and documents.
Senior Client Service Associate
Smith Barney
10.2001 - 05.2012
- Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
- Maintained detailed records of all client interactions in the CRM system, ensuring accurate historical information was readily available when needed.
- Organized client events and seminars, fostering community engagement and promoting brand awareness.
- Consistently exceeded performance targets regarding customer satisfaction ratings, contributing significantly towards company-wide annual goals.
- Mentored junior associates in best practices for servicing clients effectively, enhancing team performance overall.
- Built strong relationships with clients through regular communication and prompt follow-ups on outstanding matters.
- Managed complex projects from inception to completion, ensuring all deliverables were met within specified timelines.
- 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.
- Retained high-value clients by proactively identifying potential concerns and proposing appropriate solutions.
- Facilitated new client onboarding process and investment account setup.
- Input transfer data into system and manually updated accounting and certificate records.
- Processed and verified all new account applications and documents.
Education
High School Diploma -
Ramapo Regional High School
Franklin Lakes, NJSkills
- Problem-solving
- Attention to detail
- Collaboration and teamwork
- Training and mentoring
- Goal setting and achievement
- Clear communication
- Product knowledge
- Complex Problem-solving
- Staff education and training
- Willingness to learn
- Adaptability and flexibility
Timeline
Senior Team Associate
UBS Financial Services
05.2012 - Current
Senior Client Service Associate
Smith Barney
10.2001 - 05.2012
High School Diploma -
Ramapo Regional High School
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