Anehid Ruiz
San Diego,CA
Summary
Dynamic Client Service Associate excelling in client retention strategies, bilingual communication, and performance metrics analysis. Committed to enhancing client satisfaction and streamlining processes for measurable business impact. Results-driven professional with a solid background in client service and marketing. Known for strong collaboration and problem-solving skills, contributing to improved client retention and effective marketing strategies. Eager to leverage expertise to support organizational growth and client engagement.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Client Service Associate
UBS Financial Services
08.2022 - Current
- Fostered strong client relationships through responsive communication and effective problem-solving.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Contributed to the development of marketing materials targeted at promoting our company's products and services more effectively among existing and prospective clientele groups.
- Developed strong working relationships with finance team members, fostering collaboration on interdepartmental projects.
- Responded proactively and positively to rapid change.
- Collaborated closely with internal teams such as product development or finance departments when necessary.
- Monitored portfolio performance and adjusted positions for optimal outcomes.
- Analyzed client financial data to provide tailored investment options for retirement planning.
- Assisted clients with retirement planning, offering tailored advice based on their financial goals.
Client Service Associate/Marketing Assistant
Ameriprise Financial
07.2019 - 08.2022
- Developed and executed marketing campaigns to enhance brand visibility and engagement.
- Collaborated with sales team to drive revenue growth, implementing data-driven marketing tactics.
- Planned and executed events and marketing programs to increase qualified leads.
- Created eye-catching visual assets for print and digital campaigns that resonated with target audiences.
- Coordinated account management tasks to ensure timely processing of transactions and inquiries.
- Streamlined onboarding processes for new clients, improving efficiency and reducing turnaround time.
- Provided accurate reporting on client accounts, ensuring adherence to compliance standards and regulatory requirements.
Business Banker
Wells Fargo
06.2014 - 07.2019
- Developed tailored financial solutions for clients to enhance business growth and profitability.
- Conducted in-depth financial analyses to assess creditworthiness and identify lending opportunities.
- Built strong relationships with clients through consistent communication and personalized service.
- Collaborated with cross-functional teams to streamline loan processing and improve client experience.
- Implemented risk management strategies that reduced exposure while maintaining client satisfaction levels.
- Monitored market trends and competitor activities to inform strategic decision-making in lending practices.
Skills
- Performance metrics analysis
- Fluent bilingual communication (English, Spanish)
- Data entry proficiency
- Professionalism and etiquette
- Client retention strategies
- CRM software usage
- Follow-up skills
- Sales strategies
- Account management
- Administrative and office support
- Microsoft teams
Certification
SIE- Securities Industry Essentials
Former CA Licensed Notary
Timeline
Client Service Associate
UBS Financial Services
08.2022 - Current
Client Service Associate/Marketing Assistant
Ameriprise Financial
07.2019 - 08.2022
Business Banker
Wells Fargo
06.2014 - 07.2019