Beth Jones

• Oversaw daily operations as Client Service Supervisor in Concierge, supported the team of associates, and provided exceptional experiences for advisors and clients.
• Supervised daily operations of an annuity order entry team in the client service department, ensuring accurate and timely processing of transactions.
• Coached team as subject matter expert, monitored workload and service level metrics to ensure timely and accurate resolution of client requests.

• Enhanced branch sales through targeted, needs-based conversations with clients, identifying opportunities for tailored financial solutions.
• Advised customers on the best savings options available based on their individual goals and risk tolerance levels.
• Facilitated referrals of complex client needs to Chase advisors and branch partners to ensure comprehensive service.
• Delivered prompt responses to client inquiries and efficiently resolved account issues, ensuring high levels of customer satisfaction.

Facilitated client service operations as a registered client service associate to enhance client satisfaction.

• Entered trade orders for equity, mutual fund, and fixed income accounts.
• Coordinated a sales strategy and trained advisors to improve service delivery.
• Helped recruit financial advisors.
• Identified process improvement opportunities and contributed to developing new procedures to streamline operations.