Deborah O. Ehinmoro
Houston
Summary
Highly Motivated and Accomplished Client Advisor with 9 years of extensive experience providing quality services in challenging environments. Establishes relationships with customers, analyzes customer needs and resolves complaints. Possesses excellent communication and problem-solving skills. Seeking to contribute expertise and entrepreneurial spirit to the success of Accenture
Overview
8
8
years of professional experience
1
1
Certification
Work History
Client Service Associate
JP Morgan Chase Private Bank
05.2024 - Current
- I am apart of a specialized Client Service team that specializes on Financial Institutions specifically and their day to day banking needs
- Act as key advisor to the client, providing advice and consultation on decision making
- Act as client’s central point of resolution and escalation for service issues, liaises with bank partners to manage issues
- Identify and address product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities
- Use product knowledge to recommend and participate in product enhancements and service delivery plans
- Convey complex ideas and client issues with confidence
- Adhere to and ensure client's compliance with risk policies/practices and educates clients on new legal / regulatory / Cyber changes
Client Experience Advisor
AIG
02.2019 - Current
- Collaborated with internal team members to resolve customer concerns and deliver enhanced customer experiences.
- Utilized telephone, online chat, and email platforms to deliver outstanding customer service. Managed over 50 Outbound Calls to existing clients a day with 8-10 Meetings.
- Responded to high volume of incoming calls utilizing listening and communication skills to identify customer problems, needs, and opportunities.
- Addressed customer inquiries, concerns, and complaints by providing solutions and alternatives and followed up to confirm resolution.
- Attended internal and external partner sessions to gain financial product knowledge.
- Collaborated with service lines defining wealth targets and goals for individual clients.
- Analyzed investment styles, markets and characteristics.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Practice Management Development Associate
Merrill Lynch
10.2017 - 12.2018
- Actively grew client base through introductory telephone calls focused on educating prospective clients on various financial services provided by Merrill Lynch with over 150 Cold calls daily.
- Managed database of prospective and current clients and generated ideas with a team of Financial Advisors to optimize marketing systems through strategic research and analysis of growth opportunities
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on financial topics and best practices.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
Education
B.S - Finance, Business Administration
Sam Houston State University
Huntsville, Texas08.2017
Skills
- Dynamic, fast and ambitious learner with demonstrated ability to work in fast-paced environments; passionate about community building and efficient, client-focused problem-solving
- Strong communication skills
- Analytical skills for portfolio analysis
- Research skills for investment vehicles
- Relationship management and client service
- Financial market knowledge
- Project management and organizational skills
- Finra Series SIE, 6TO, 63, 65, 7 certifications
Certification
- Finra Series SIE, 6TO, 63, 65
Timeline
Client Service Associate
JP Morgan Chase Private Bank
05.2024 - Current
Client Experience Advisor
AIG
02.2019 - Current
Practice Management Development Associate
Merrill Lynch
10.2017 - 12.2018
B.S - Finance, Business Administration
Sam Houston State University