Alicia Barrett
Summary
A client focused individual with a proven record of accomplishment of consistently building partnerships and relationships with clients resulting in exceeding expectations for entity and clients. A self-starter with a passion for supporting others to realize their financial goals to achieve success while enjoying the process of building rapport and loyalty. An over achiever with an exceptional work ethic driven by a success and solution mindset. Highly organized and dependable, works well off own initiative. Have optimized and excellent results from team spirit and building with an innovative personality. Equipped with the knowledge of financial concepts, analytical and technical skills required advising portfolio building and management in order to achieve successful goal planning and growth.
Overview
8
8
years of professional experience
Work History
Client Relations Officer
Jamaica Money Market Broker
07.2022 - 04.2024
- Successfully establish and build strong relationships with new and existing clients to help them to identify their realized/unrealized financial goals through conversations and planning towards their goals
- Processes cash secured loans to Clients within the guidelines set, through loan-related documentation
- Interviews client and provide them with financial advice that empowers and guides them in planning their financial portfolios to achieve their financial goals
- Have clear, precise conversations with Clients to help to them make appropriate choices
- Responds to Client account enquiries, prepares tax certificates, as requested by clients interprets market events and trend for the Client, reviews and identifies basic gaps in Client's entire portfolio and make recommendations to the Client accordingly, annually or on the Client's request
- Maximize the opportunity of every interaction with clients to upsell and build awareness around other products and services offered through the company
- Manages client portfolio in excess of 2 billion JMD and continue to grow these funds under management
- Successfully establish and build strong first and second tier relationships with new and existing clients to help them to identify their realized/unrealized financial goals through in branch experiences as well as network activities with and without company initiatives with a focus and target of high net worth retail and corporate clients
- Deepened clients' wallet share as they become empowered in meeting their objectives and achieve financial stability
- Through careful analysis and assessment of each client or family, recommendations are made to best suit clients' financial portfolio, their goals and their needs
- Effectively and consistently re-balanced existing portfolios and create new ones to help clients realize their gains and restructure to take advantage of opportunities as market conditions changes
- This also helps to exceed individual revenue generation targets significantly as outlined in achievements
- Support all team members, team lead and administration by completing all documentation and reports necessary for their duties organized, effective and timely at all times as required to ensure operations are transparent and efficient.
Client Care Officer
Jamaica Money Market Brokers
04.2019 - 07.2022
- Manages client related request initiated verbally or by emails
- Manage clients queries in a timely manner and providing necessary follow up by time speaking and meeting and managing clients' expectations
- Knowledgeable of all of products, thus providing clients with accurate information and gaining the likes and confidence of clients resulting in positive survey feedbacks
- Follow through on all commitments with all clients and team members which helped to build confidence and respect, which has proven to gain clients confidence and resulting in less escalations from irate clients
- Support all team members, team lead and administration by completing all documentation and reports necessary for their duties organized, effective and timely at all times as required to ensure operations are transparent and efficient.
Email Advisor
Conduent
03.2018 - 03.2019
- Support client based organizations with support for technical issues as needed.
Subject Matter Expert
Conduent
05.2017 - 03.2018
- Assist with the role of a Team Leader
- Managing a team of 25 representatives, by providing guidance and handles administrative duties of the team.
Customer Service Representative
Conduent
05.2016 - 05.2017
- Provide solutions and support for clients by efficiently managing incoming calls and web texts as they express their needs while ensuring the client experience has been extraordinary below the average handling processing time standard which improved the efficiency cost of the company significantly as well as the wait time for clients
- Build awareness around other products and services offered through the company.
Education
B.Sc. Economics -
University of the West Indies
01.2021
Jamaica Stocks and Security Course -
Jamaica Stock Exchange E- Campus
01.2019
High School Diploma -
Knox College
01.2007
Skills
- Strong empathy
- Client Retention Strategies
- CRM software proficiency
- Customer Relations
- Sales proficiency
- Account Updates
- Customer Service
- Time Management
- Decision-Making
- Relationship Building
- Sales Targeting
- Sales Presentations
- Sales processes
- Appointment Scheduling
- Customer Complaint Resolution
- Strategic Planning
- B to B sales
- Client Base Retention
References
Dave Ffrench, Client Partnership Manager, 876-279-9041
Timeline
Client Relations Officer
Jamaica Money Market Broker
07.2022 - 04.2024
Client Care Officer
Jamaica Money Market Brokers
04.2019 - 07.2022
Email Advisor
Conduent
03.2018 - 03.2019
Subject Matter Expert
Conduent
05.2017 - 03.2018
Customer Service Representative
Conduent
05.2016 - 05.2017
B.Sc. Economics -
University of the West Indies
Jamaica Stocks and Security Course -
Jamaica Stock Exchange E- Campus
High School Diploma -
Knox College
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