Angela Dukes
Alpharetta,USA
Summary
Dynamic Senior Client Service Associate at Raymond James Financial, specializing in the Wealth Management/Private Client Group division, with a proven ability to enhance client engagement and deliver exceptional support. Proficient in CRM software and equipped with effective problem-solving techniques, fostering a client-centric approach that consistently drives results in fast-paced environments. Often complimented for outstanding teamwork and adaptability, ensuring seamless collaboration across teams while efficiently managing client relationships. Committed to prompt issue resolution and upholding the highest standards of service excellence, consistently contributing to overall client satisfaction and organizational success.
Overview
5
5
years of professional experience
Work History
Senior Client Service Associate
Raymond James Financial Services, Inc
01.2024 - Current
- Essential role providing high quality ~ high touch critical administrative support to Financial Advisors (Private Client Group) with their existing and prospective clients as well as other branch staff team members.
- Drive end-to-end client onboarding, maintenance, and service requests
- Ensure key client information and documentation is current with firm and industry standards, rules, and regulations.
- Apply effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
- Maintain client notes and files utilizing Client Relationship Management (CRM) software.
- Assist Financial Advisors with marketing efforts firm approved mailings, team website updates and posting of social media content, Intimate Client Experiences as well as Surprise & Delights.
- Pro-Actively engage in available trainings/cross - training, educational and professional development.
Relationship Banker/Client Service Associate
Bank of America, NA
09.2020 - 01.2024
- Positioned as a primary point of contact & created a world-class customer experience.
- Guided and educated clients through pivotal financial decisions.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Collaborated with cross business lines in small business, lending, and investment guidance.
Education
B.A. - Fashion Merchandising & Marketing
Tennessee State University
Skills
- Team leadership qualities
- Effective problem solving
- CRM software experience
- Client Centric
- Risk Management
- Active Listening
- Motivated
- Self Starter
- Agility
- Task Prioritization
- Flexible in Fast Paced Environment
- Time management mastery
Timeline
Senior Client Service Associate
Raymond James Financial Services, Inc
01.2024 - Current
Relationship Banker/Client Service Associate
Bank of America, NA
09.2020 - 01.2024
B.A. - Fashion Merchandising & Marketing
Tennessee State University
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