Summary
Overview
Work History
Education
Skills
Timeline
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Elisa Gill

Tampa Bay,FL

Summary

Strategic and client-focused financial services professional with nearly 10 years of experience serving UHNW clients across banking, wealth management, and financial operations. Proven ability to navigate complex administrative processes, collaborate cross-functionally, and deliver actionable insights. Adept in policy interpretation, risk management, CRM optimization, and process improvement. Recognized for enhancing client satisfaction and aligning solutions with compliance and business strategy.

Overview

10
10
years of professional experience

Work History

Family Office Resources Generalist Associate

Morgan Stanley
11.2021 - Current
  • Manage strategic support for the Western and the Mid-America region covering 37 markets across 26 states covering thousands of Financial Advisors.
  • Interpret and apply firm policies and procedures in daily advisory and client service efforts.
  • Partner with Legal, Risk, and Compliance teams to ensure service alignment with regulatory and organizational guidelines.
  • Guide and support the design and improvement of internal CRM systems and processes, contributing to operational efficiency.
  • Collaborate cross-functionally with specialists to develop tailored UHNW client solutions.
  • Prepare reports and maintain CRM data to analyze trends, track engagement, and recommend enhancements.
  • Act as first-line contact for complex client requests, resolving escalations and delivering high-quality advisory support.

Partner Support Specialist

Charles Schwab
05.2020 - 10.2021
  • Delivered proactive and reactive support to branches, resolving escalations involving client needs and operational issues.
  • Provided guidance on internal processes, ensuring alignment with compliance standards and service goals.
  • Utilized Salesforce for case tracking and data management, prioritizing urgent issues for swift resolution.
  • Cultivated relationships with internal partners to support business objectives and improve turnaround time.

Client Service Associate

Charles Schwab
11.2017 - 05.2020
  • Delivered client services using the EDGE model to ensure client-centric resolutions.
  • Handled sensitive financial topics, including cost basis, tax reporting, and identity protection protocols.
  • Worked within a collaborative team structure to maintain client satisfaction and adhere to internal policy standards.

Marketing Coordinator

National Life Group
03.2017 - 11.2017
  • Oversaw development of marketing materials and client enrollment strategies in support of wellness initiatives.
  • Collaborated with insurance agents to ensure compliance in case assessment and implementation.
  • Managed client data via Salesforce, enhancing data accessibility and workflow efficiency.

Personal Banker

Frost Bank
08.2015 - 03.2017
  • Developed client relationships to identify new banking opportunities and support financial goals.
  • Managed a range of accounts while delivering personalized service and compliance-aligned recommendations.
  • Supported day-to-day branch operations, ensuring seamless service and accurate record-keeping.

Education

High School Diploma -

Elmer C Watson
Fort Worth, TX
05.2014

Skills

  • CRM & Data Management (Salesforce)
  • Cross-Functional Collaboration
  • Strategic Client Engagement
  • Complex Problem Resolution
  • UHNW Client Strategy
  • Procedural Development and Documentation

Timeline

Family Office Resources Generalist Associate

Morgan Stanley
11.2021 - Current

Partner Support Specialist

Charles Schwab
05.2020 - 10.2021

Client Service Associate

Charles Schwab
11.2017 - 05.2020

Marketing Coordinator

National Life Group
03.2017 - 11.2017

Personal Banker

Frost Bank
08.2015 - 03.2017

High School Diploma -

Elmer C Watson

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Elisa Gill