Angela Grant
Grant Wealth Management
NEWYORK,NY
1
Language
7
years of professional experience
Executive and client services leader with 5+ years of experience in high-touch environments. Skilled in client relationship management, executive support, and operations coordination. Known for streamlining workflows and delivering polished service.
Work History
Executive & VIP Client Services Manager
1 Year 3 Months- Led client relationship management, ensuring responsive communication and consistent service across complex wealth accounts.
- Coordinated financial planning workflows, aligning portfolio updates with client objectives and advisor priorities.
- Reviewed account documentation for accuracy, compliance, and timely execution of investment instructions.
- Streamlined CRM records and meeting preparation to improve advisor efficiency and client follow-up.
Private Client/Lifestyle Concierge Manager
2 Years- Curated tailored recommendations for dining, wellness, and entertainment aligned with client preferences.
- Managed complex itineraries, ensuring seamless scheduling, confirmations, and real-time adjustments.
- Coordinated personalized lifestyle requests, balancing reservations, travel arrangements, and event planning with precision.
- Resolved urgent guest issues promptly, maintaining service quality and client satisfaction.
Luxury Client Experience Manager
3 Years 8 Months- Analyzed client feedback to identify experience gaps and recommend process improvements.
- Managed client communications to align project priorities, timelines, and deliverables across cross-functional teams.
- Coordinated issue resolution for platform requests, ensuring accurate follow-through and timely client updates.
- Supported onboarding activities, guiding clients through product workflows and implementation steps.
- Tracked recurring concerns to strengthen retention efforts and improve overall client satisfaction.
- Collaborated with cross-functional teams to ensure seamless integration of client feedback into product development processes.
Education
Bachelor of Arts - Psychology
Skills
Operations management
Executive support
Client engagement
Customer focus
Client engagement
Client engagement
Administrative skills
Workflow optimization
Languages
English
Professional Working
Timeline
Executive & VIP Client Services Manager
Grant Wealth Management
07.2025 - CurrentRead More
Private Client/Lifestyle Concierge Manager
Hallara Co.
06.2023 - 06.2025Read More
Luxury Client Experience Manager
Branding Brand
08.2019 - 04.2023Read More
Medgers Evers College
Bachelor of Arts from Psychology
Read More