Cynthia Cyndi Pietrantone
Signature Estates and Investments
Highland Heights,Ohio
30
years of professional experience
Client service professional with proven track record in fostering client relationships and providing top-tier support. Notable for consistently improving client satisfaction through effective problem-solving and proactive communication. Highly collaborative, adaptable to changing demands, and committed to achieving team goals. Skilled in client management, administrative tasks, and customer service.
Work History
Client Service Associate
2 Years 10 Months- Account Management: Prepare, review, and submit new account and transfer paperwork accurately and on deadline; ensure compliance with firm, custodian, and regulatory requirements.
- Account Maintenance: Process cash and asset transactions, beneficiary and address changes, and account updates; reconcile and monitor activity to ensure accuracy, completion, and timely exception resolution.
- Client Service: Respond promptly to client and advisor inquiries via phone and email; provide clear status updates on accounts, transactions, and documentation to drive resolution and client confidence.
- Documentation & Reporting: Draft and refine correspondence, meeting summaries, and client-ready reports; maintain organized records and audit-ready documentation.
- Practice Support: Maintain current client and household data in the CRM; support meeting preparation, agenda/materials assembly, and follow-up tasks to ensure execution of next steps.
- Collaboration: Coordinate with advisors, operations, trading, and compliance to facilitate seamless onboarding, consistent communication, and high-quality service delivery.
- Continuous Improvement: Identify process gaps and propose workflow enhancements; contribute to standard operating procedures to elevate service standards and align with SEIA’s client experience goals.
- Additional Responsibilities: Perform ad hoc projects and duties assigned by management, adapting to shifting priorities and business needs.
Resource Scheduler
4 Years 2 Months- Mastered the call in-take process to ascertain the patient needs, the level of care required to identify the appropriate personnel and engage dispatcher for quickest response.
- Collected necessary documentation to provide medical necessity and subsequently bill out the correct insurance company for payment.
- Prioritized patient transports according to medical need and urgency.
- Managed Cleveland and Cincinnati divisions; including management of patient care and staffing based on scheduled transportation volume and level of care needed to ensure best patient care.
- Participated in management meetings regarding profitability, staffing needs, efficiency opportunities and training needs.
Broker
4 Months- Independently engaged new businesses while offering immediate and long term saving strategies.
- Managed rate changes for all suppliers, 32, in Ohio.
- Ensured satisfaction of business owners while setting up accounts.
Loss Assignor
10 Months- Worked independently while keeping a consistent level of assignment at a high level of efficiency.
- Managed volume of claims for a region of the United States.
- Maintained an excellent level of accuracy and proficiency while determining the correct adjuster for each claim.
Process Consultant III
14 Years 4 Months- Lead small and medium sized projects for multiple platforms and business partners.
- Developed and managed scope documents and project plans.
- Gathered business requirements through Sponsor interviews.
- Scheduled and facilitated kick-off meetings and bi-weekly status meetings for project teams.
- Maintained direct line of communication with Sponsor to identify and clearly communicate the project success measures.
- Identified and built project teams. Managed identification of roles and responsibilities of team members with set expectations to meet deadlines.
- Developed training and communication materials for team members.
Documentation Specialist
5 Years 2 Months- Worked closely to support the Usability Lab Administrators.
- Worked with outside vendor to recruit desired demographic desired by Sponsor.
- Observed and documented customer experience through facial expression and body language.
- Compile results of test and supply to manager for consideration. Results were used to inform decisions on the implementation of programming and processes in testing environment.
Direct Sales Representative, Coach
8 Years 1 Month- Maintained licensure in multiple states in order to sell policies across the United States.
- Developed auto insurance policies that best fit customer’s needs.
- As a Coach
- Assisted in managing general call center.
- When necessary, managed specialized policy needs of customers.
- Acted as first line of management to handle customer issues by managing escalated calls and problem solving.
Education
Associate of Arts
Skills
Relationship-based internal collaboration.
Customer focused solutions management.
Strong written and verbal communication.
Empathy and patience
Issue resolution
Professionalism and etiquette
Client relationships
Data entry proficiency
Timeline
Client Service Associate
Signature Estates and Investments
07.2023 - 05.2026Read More
Resource Scheduler
Ohio Ambulance Solutions
05.2019 - 07.2023Read More
Broker
United Energy Services
01.2019 - 05.2019Read More
Loss Assignor
Progressive Insurance
03.2018 - 01.2019Read More
Process Consultant III
Progressive Insurance
08.2004 - 12.2018Read More
Documentation Specialist
Progressive Insurance
06.1999 - 08.2004Read More
Direct Sales Representative, Coach
Progressive Insurance
07.1996 - 08.2004Read More
Lakeland Community College
Associate of Arts
Read More