Ben Robinson
New York,NY
Summary
Motivated individual with a passion for tackling new challenges. Demonstrates a strong work ethic, adaptability, and exceptional interpersonal skills. Thrives in autonomous work environments and excels at rapidly acquiring new skills.
Overview
2
2
years of professional experience
Work History
Client Relationship Manager
Mutual of America Financial Group
New York, USA
05.2024 - Current
- Optimized Salesforce data and improved record management, enhancing the quality of account management and enabling data-driven insights for business growth
- Manage relationships with a portfolio of over forty clients, consistently ensuring satisfaction, retention, and identifying upselling opportunities
- Act as the primary point of contact for clients, responding swiftly to inquiries and delivering exceptional service to enhance customer loyalty
- Collaborate cross-functionally with regional teams to design and deliver tailored solutions that meet client needs, supporting brand loyalty and growth
- Drive client engagement strategies, coordinate brand support requests, and lead in ensuring regulatory compliance, providing a seamless customer experience
- Spearhead initiatives to align services with client objectives, continually adapting strategies to support client retention and satisfaction goals
Administrative Operations Intern
Mutual of America Financial Group
New York, USA
06.2023 - 08.2023
- Reviewed and processed retirement fund selection forms and communicated decisions to relevant employees
- Delivered a presentation on Executive Dashboards and Key Performance Indicators to senior leaders, highlighting trends and actionable insights for business strategies
- Gained insights into financial product positioning and client management strategies, applying industry best practices to improve service delivery
Internal Audit Intern
Mutual of America Financial Group
New York, USA
06.2022 - 08.2022
Education
Bachelor of Science - Business Administration, Finance
University of Pittsburgh
04.2024
High school or equivalent -
Xavier High School
New York, NY01.2020
Skills
- Salesforce
- Detail Orientation
- Proficient in Microsoft Applications
- Effective Presentation Skills
- Effective Verbal Communication
- Data Analysis
- Client satisfaction-driven
- Relationship cultivation and retention
- Client Retention Strategies
Other Experiences
- Alpha Tau Omega Fraternity, University of Pittsburgh- Social Media Manager, Merchandise Chair
- Panther Equity, University of Pittsburgh- Investment Club
Timeline
Client Relationship Manager
Mutual of America Financial Group
05.2024 - Current
Administrative Operations Intern
Mutual of America Financial Group
06.2023 - 08.2023
Internal Audit Intern
Mutual of America Financial Group
06.2022 - 08.2022
Bachelor of Science - Business Administration, Finance
University of Pittsburgh
High school or equivalent -
Xavier High School
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