Christine Skut
East Haddam,CT
Summary
Dynamic Director of Client Services at Citadel Wealth Management, adept at enhancing client satisfaction through strategic relationship management and regulatory compliance. Proven track record in streamlining onboarding processes and resolving complex inquiries, leveraging strong problem-solving and communication skills to drive superior customer experiences.
Overview
15
15
years of professional experience
Work History
Director of Client Services
Citadel Wealth Management
Glastonbury, CT
10.2010 - Current
- Managed client relationships through regular communication and feedback sessions.
- Collaborated with financial advisors to address client needs and concerns effectively.
- Implemented process improvements to streamline client onboarding procedures.
- Oversaw the resolution of complex client inquiries and issues promptly.
- Analyzed client feedback to refine service offerings and enhance experiences.
- Provided leadership, guidance and direction to team members in order to meet client needs.
- Managed organization's daily operations.
- Ensured compliance with applicable laws, regulations and industry standards.
- Developed and implemented strategies to ensure client satisfaction with services.
- Cultivated relationships with clients by providing superior customer service.
- Managed financial records and transactions for accurate reporting.
- Coordinated audits and ensured compliance with regulations.
Education
High School Diploma -
Bacon Academy
Colchester, CT06-2008
Skills
- Client relationship management
- Regulatory compliance
- Financial management
- Data analysis
- Customer service
- Problem-solving aptitude
- Communication skills
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
RemoteImportant To Me
Work-life balanceFlexible work hoursPersonal development programsHealthcare benefitsWork from home optionPaid time offPaid sick leave401k matchCareer advancementTimeline
Director of Client Services
Citadel Wealth Management
10.2010 - Current
High School Diploma -
Bacon Academy
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