Christine Schilling
Plymouth,MI
Summary
Highly motivated professional serving in both CRA and Wealth Advisor Role. Extensive experience in operational leadership, integration team involvement, practice management and employee training. Known for implementing and sharing innovative processes that reduce inefficiencies and enhance service delivery. Eager to leverage Salesforce expertise and leadership skills to support Firm growth, client satisfaction and practice efficiency.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Wealth Advisor
EP Wealth Advisors
Brighton, MI
01.2022 - Current
- Execute role of both CRA and Wealth Advisor to solely manage Senior Advisor's practice of over 275 Households and $250 AUM.
- Extensive use of Salesforce to maintain accurate records of all customer interactions, transactions, comments and complaints.
- Conduct periodic Sales Force and GeoWealth audits to increase excellence in service and streamline processes.
- Created new processes and systems in advisor's practice to eliminate operational inefficiencies and reduce advisor support staff from 2 to 1.
- Contributed to internal regional 'Focus Group' committee by identifying inefficiencies and creating action plans to improve systems and client service.
- Adapted to multiple Salesforce updates
- Train new service team members and Wealth Advisors on multiple systems, including GEO Wealth, Salesforce, eMoney, JUMP AI, Zoom, and custodian websites.
- Coordinate service delivery to ensure client satisfaction and timely responses.
- Collaborate with multiple departments for client needs including tax preparation, legal services, and advanced planning strategies.
- Interface with outside partners such as Parametric, Quantino, Breckinridge, and Spider Rock to implement advanced portfolio and investment management.
- Organize regular meetings with clients to discuss upcoming projects and initiatives.
- Use Zoom Scheduler to provide optimal client scheduling experience.
- Prepare client reports and presentations for internal meetings.
- Provide technical support to clients regarding custodial websites, eMoney client portal, and other vendor sites.
- Collect all necessary data for client eMoney financial plans. Work with compliance for approved action plans. Conduct client meetings with Advisor to review plan details and create next steps.
- Use JUMP AI to prepare meetings topics, dictate meeting content and create synchronized tasks, follow up emails, and meeting notes in Salesforce.
- Assess clients' financial goals and risk tolerance through collaboration and personalized discussions.
- Educated clients about various investment options, tax and retirement income distribution for wealth management.
Financial Advisor
Thrivent
Plymouth, MI
05.2017 - 01.2022
- Guided clients in developing personalized financial plans and investment strategies.
- Educated clients on retirement planning, insurance options, and wealth management.
- Conducted regular portfolio reviews to ensure alignment with clients' financial goals,
- Analyzed market trends to recommend suitable financial products and services.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Identified new business opportunities through networking events or referrals from existing clients.
- Promoted business to increase customer base and grow revenue.
- Utilized Salesforce to maintain records of client interactions and service needs.
- Collaborated closely with internal departments such as operations and compliance teams during audits and reviews.
Education
Bachelor of Arts - Business Administration
Michigan State University
East Lansing05-1996
Skills
- Salesforce CRM expertise
- Geowealth proficiency
- Understanding of multiple practice roles including Wealth Advisor and CRA
- Problem Solving Skills
- Change management leadership
- Project and task management
- JUMP AI and automation tools
- Zoom scheduling
- Collaboration across departments
- Group training and coaching
- Individual coaching experience
- Time management efficiency
Certification
- Series 7
- Series 65
- Life and Accident/Health
Timeline
Wealth Advisor
EP Wealth Advisors
01.2022 - Current
Financial Advisor
Thrivent
05.2017 - 01.2022
Bachelor of Arts - Business Administration
Michigan State University