Clark Mount
Douglassville,PA
Summary
Financial professional with extensive experience at Prudential, specializing in client relationship management and compliance. Demonstrated ability to enhance client satisfaction through customized financial solutions and effective communication. Proven track record in accurately resolving client inquiries and efficiently processing transactions. Strong collaborator with adaptability to evolving needs and a focus on problem-solving.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Annuity Customer Service Representative
DXC
06.2023 - 03.2024
- Managed high call volume of 30 to 50 calls a day with exceptional service quality, maintaining consistent client satisfaction levels.
- Maintained up-to-date knowledge of industry regulations and compliance requirements, ensuring a reliable service experience for clients.
- Coordinated effectively with other departments for seamless cross-functional collaboration on client issues.
- Assisted customers in navigating online platforms for self-service options, promoting digital adoption.
- Resolved customers' questions by answering inbound calls and emails.
- Escalated complex issues to appropriate departments for resolution while keeping clients informed throughout the process.
- Utilized internal systems to provide service to callers.
- Conducted thorough research on customer inquiries, delivering accurate solutions tailored to individual needs.
- Maximized efficiency by managing multiple tasks simultaneously without compromising attention to detail or accuracy in work output.
- Utilized CRM software proficiently to track customer interactions and document relevant information for future reference.
- Streamlined communication between clients and financial advisors, facilitating efficient account management.
- Provided comprehensive information on annuity products and features, enabling informed decision-making by clients.
Advisor Support Representative
Vanguard
01.2023 - 04.2023
- Series 7 License Training
Wealth Client Consultant
Citizens Bank
07.2021 - 10.2022
- Cultivated strong client relationships, enhancing repeat business and referrals.
- Made 50 outbound calls a day to current bank clients.
- Collaborated with cross-functional teams to develop effective strategies for Financial and Banking sales.
- Fostered a collaborative team environment by promoting open communication and shared goals.
- Designed innovative solutions utilizing available resources to meet client needs.
- Identified Financial and Banking sales opportunities within existing client base.
- Maintained up-to-date industry knowledge to offer clients relevant, cutting-edge advice.
Premier Banker
Citizens Bank
06.2020 - 07.2021
- Managed a portfolio of around 500 high net worth clients in collaboration with financial advisors.
- Addressed client concerns promptly regarding account transactions and service issues.
- Improved client satisfaction by delivering personalized financial solutions and exceptional customer service.
- Built lasting relationships with clients through proactive communication and regular followups.
- Maintained current knowledge of industry trends and regulatory changes to enhance service delivery.
- Strengthened client retention by conducting periodic portfolio reviews and providing valuable insights on investment performance.
- Collaborated with credit officers to expedite loan application processes and secure approvals.
- Developed customized financial strategies aligning with clients' short-term and long-term objectives.
- Increased referrals from satisfied customers, resulting in new business and revenue growth.
Financial Advisor
Prudential Financial
04.2015 - 06.2020
- Cultivated strong client relationships, enhancing trust and loyalty in financial portfolio management.
- Established a comprehensive Book of Business from inception.
- Achieved record Managed Money Account Sale of $2.1 million, setting firm history.
- Educated clients on financial matters, providing tailored investment recommendations and services.
- Conducted thorough needs assessments to establish new client relationships.
- Collaborated with insurance providers to identify suitable coverage options for risk management.
- Ensured compliance with industry regulations while prioritizing client interests.
- Won Top Salesman 5 times
- Finished Firms training and licensing program 6 weeks ahead of time.
Education
Bachelor of Arts - History
Wesley College
Birdsboro, PA12-2014
Skills
- Call center operations
- Customer focus
- Data entry expertise
- Customer service excellence
- Compliance knowledge
- Salesforce proficiency
- Microsoft Office suite
- Inbound and outbound communication
- Insurance and finance terminology
- Client relationship management
- Sales
Certification
FINRA Licenses:
- SIE
- Series 6
- Series 63
- Series 65
Life and Health Insurance License
Timeline
Annuity Customer Service Representative
DXC
06.2023 - 03.2024
Advisor Support Representative
Vanguard
01.2023 - 04.2023
Wealth Client Consultant
Citizens Bank
07.2021 - 10.2022
Premier Banker
Citizens Bank
06.2020 - 07.2021
Financial Advisor
Prudential Financial
04.2015 - 06.2020
Bachelor of Arts - History
Wesley College
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