Naomi Wright
Phoenix,AZ
Summary
Focused customer relations professional skilled in lead generation, customer relationship development, and sales. Accomplished in providing unsurpassed support to demanding customers. Offering experience in related roles, as well as passion for improving service delivery, enhancing knowledge and exceeding expectations. Creative Operations Specialist skillful in executing effective operating rhythms and management systems structures. Expertise in analyzing, articulating and solving various problems. Analytical and organized professional comfortable working independently or as part of team.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Sr. Client Support and Operations
SigFig Wealth Management
01.2019 - Current
- Provide excellent client support and build relationships through phone, chat, and email conversations
- Identify clients' needs, resolve issues, execute requests, and implement appropriate solutions in a timely and accurate manner
- Assist with processing of various applications, service requests, and other workflow items, ensuring that work is being done quickly and accurately
- Ensure client interactions are in compliance with Asset Management program and regulatory procedures
- Partner with multiple Financial Consultants located both onsite and remotely to perform operational activities to support sales efforts
- Build environment that values teamwork, open communication, collaborative problem resolution, and a strong sense of urgency to resolve client issues
- Identify workflow-related issues, trends, and makes recommendations for improvement to management
- Generated over $25Mil in AUM
- Top Generator with Referrals/Appointment
- Lead trainer for new Operations Representatives
- Creating and writing up processes and procedures for Operations
- Partner Support
- Training new employees / Continuous training of employees
- Task Management
- Closely working with Financial Advisor and getting them trained in Salesforce and navigating procedures for the team's benefit
- Being available to lead when management is out of office
- Learning partner tickets to help with Enterprise support
- Taking on more task responsibilities
- Helping write processes for tasks
- Received Award (Making Spirits Bright) from SigFig in 2021 that was voted on by SigFig employees
- Fill in for Lead when Out of office
Relationship Manager
SigFig Wealth Management, Accident, Health & Life Insurance Agent
Phoenix, AZ
05.2018 - Current
- Outbound calls to New and/or Existing clients to schedule appointments for our Financial Advisors
- Creating close relationships with our clients
- Educating clients
- Maintaining an open line of communications within our client base
- Co-Organizing Group Events
- Co-Editor of Newsletter
- Currently over $6mil in new investment AUM due to referrals obtained by contacting clients
- Training Personal Bankers on the East Coast on Skill Builders
- Implementing Training skills to generate AUM
- Outbound Welcome calls to new clients
- Licensed
- Used effective sales strategies to convince clients to accept proposals, resulting in increase of more than $[Amount] in new business per year.
Corporate Executive
Emergency Chiropractic Corporate Office
Phoenix, AZ
12.2000 - 07.2013
- Business Manager
- Answered Phones
- General Bookkeeping
- Review Invoices for Accuracy
- Reconcile Bank Statements
- Issue Checks
- Send Payments
- Trained All new employees for the Corporate office
- Assisted with Payroll calculation for 100 Employees and 14 offices
- Accounts Payable
- Accounts Receivable
- Ordered Supplies for all 14 offices
- Maintained Inventory Spreadsheets for office equipment
- Liens and Releases
- Created Desk Procedures for the Corporate office staff
Education
EDUCATION
Arizona State University
Tempe, AZHIGH School - General Studies
Barry Goldwater High School
Phoenix, AZ05.1997
Skills
- Multitasking and Prioritization
- Calm and Professional Under Pressure
- Responding to Difficult Customers
- Issue and Complaint Resolution
- Understanding Customer Needs
- Creative Problem Solving
- De-escalation Techniques
- Courteous with Strong Service Mindset
- Verbal and Written Communication
- Efficient and Detail-Oriented
- Upbeat and Positive Personality
- Building Customer Trust and Loyalty
- Establishing and Maintaining Customer Relationships
- Patient and Empathetic
- Computer Proficiency
- Multi-Line Phone Systems
- Business Development
- Excellent Attention to Detail
- Inbound and Outbound Calling
- Proactive Self-Starter
- Complex Product Knowledge
- Call Volume and Quality Metrics
- Team-Oriented and Cooperative
- Strong Analytical and Problem Solving Skills
Certification
Arizona Insurance License; License Number 18429155 Expires March 20,2023
Business Management Program certified Completed 2011
Networking/Social Media Certified Completed 2008
Customer Experience Leadership Course Completed 2/1/2022
Sales Course Completed 11/9/2021
Leadership Mindset Course Completed 3/10/2022
Critical Thinking for Better Judgment and Decision-Making Course Completed 3/10/2022
How to Stand Out Remotely Course Completed 10/11/2021
- Licensed Education Teacher - 2001- 2008
Timeline
Sr. Client Support and Operations
SigFig Wealth Management
01.2019 - Current
Relationship Manager
SigFig Wealth Management, Accident, Health & Life Insurance Agent
05.2018 - Current
Corporate Executive
Emergency Chiropractic Corporate Office
12.2000 - 07.2013
EDUCATION
Arizona State University
HIGH School - General Studies
Barry Goldwater High School
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