Dynamic professional with many years of experience orchestrating first-class client services delivery. Poised and decisive with proficiencies in team leadership. Talented at driving client retention and satisfaction by elevating experiences.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Director of Client Services
Smith Wealth Advisory Group
Tampa, FL
02.2024 - Current
Transitioned over 70 Families and $30M in Assets in a 6 Month Period
Conducted regular meetings with clients to discuss their needs and expectations.
Created and maintained comprehensive reports of all client activities.
Researched competitive offerings within the market place.
Cultivated relationships with clients by providing superior customer service.
Demonstrated excellent listening skills and empathy towards customers' needs and concerns.
General Manager
Ciccio Restaurant Group
Tampa, FL
05.2018 - 09.2023
Monitored daily operations to ensure adherence to established policies and procedures.
Analyzed sales figures and trends to develop sales strategies that maximize profits.
Conducted regular meetings with staff members to discuss operational issues.
Managed relationships with suppliers to ensure timely delivery of products.
Resolved customer complaints in a professional manner.
Education
Bachelor of Arts - Restaurant And Food Services Management
University of Central Florida
Orlando, FL
12-2015
Skills
Relationship Management
Client Relationships
Brand Awareness
Customer Satisfaction
Time management skills
CRM System Management & Development
Certification
Florida Health & Life Insurance 215
Timeline
Director of Client Services
Smith Wealth Advisory Group
02.2024 - Current
General Manager
Ciccio Restaurant Group
05.2018 - 09.2023
Bachelor of Arts - Restaurant And Food Services Management
University of Central Florida
Florida Health & Life Insurance 215
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