Summary
Overview
Work History
Education
Skills
Timeline
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Elizabeth (Betsy) D'Acunto

Naugatuck,CT

Summary

Accomplished Director of Client Services with a proven track record at Constitution Capital Dba CIAPM, enhancing client satisfaction and retention through expert relationship management and effective communication. Skilled in leveraging interpersonal skills and CRM technologies to foster loyalty and drive growth. Mentored teams to exceed performance goals, achieving significant client retention improvements. Professional with strong background in client services, ready to drive client satisfaction and business growth. Skilled in team leadership, strategic planning, and relationship management. Known for fostering collaborative environments and consistently delivering results, adaptable to evolving priorities. Strong communication, problem-solving, and project management abilities.

Overview

28
28
years of professional experience

Work History

Director of Client Services

Constitution Capital Dba CIAPM
10.2020 - Current
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
  • Supervised daily operations and sales functions to maximize revenue, customer satisfaction, and employee productivity.
  • Interacted with clients on regular basis to quickly alleviate issues and provide project updates.
  • Maintained client files with sales contracts, records of client interactions, client notes, and other information.
  • Performed duties and provided service in accordance with established operating procedures and company policies.
  • Developed new employees and on-going performance assessment of current employees.
  • Increased client retention rates by providing exceptional support, feedback, and ongoing relationship management.
  • Enhanced client satisfaction by implementing streamlined communication strategies and personalized service plans.
  • Led account management teams responsible for maintaining strong relationships with high-value clients, ensuring long-term loyalty and repeat business opportunities.
  • Managed existing and developed new client relationships, identifying risk, and growth opportunities.

Senior Client Associate

Wells Fargo Advisors
07.1996 - 10.2020
  • Developed customized solutions for clients, resulting in increased customer loyalty and repeat business.
  • Provided expert guidance to clients during contract negotiations, ensuring mutually beneficial outcomes were achieved.
  • Consistently exceeded quarterly performance goals by effectively managing workload and prioritizing tasks according to organizational objectives.
  • Mentored junior associates, fostering professional development and improving overall team performance.
  • Optimized internal processes for client onboarding, expediting the integration of new customers into our services.
  • Managed a diverse portfolio of clients, ensuring timely and accurate reporting on account activities.
  • Achieved high levels of client retention through dedicated account management and personalized attention to individual needs.
  • Enhanced client satisfaction by providing exceptional service and addressing concerns promptly.
  • Conducted regular reviews of client accounts, identifying areas for improvement or additional support as needed.

Education

High School Diploma -

Rippowam High School
Stamford
06-1983

Skills

  • Customer Satisfaction
  • Client Relationships
  • Recruiting and Hiring
  • Brand Awareness
  • Relationship Management
  • Time management skills
  • Clear communication skills
  • Client Relationship Building
  • Client Retention Strategies
  • Positive Attitude
  • Patience
  • Teamwork and Collaboration
  • Customer Service
  • Excellent Communication
  • Computer Skills
  • Customer Relations
  • Problem Resolution
  • Scheduling and Coordinating
  • Managing Operations and Efficiency
  • Interpersonal Skills
  • Customer Relationship Management
  • Professionalism
  • Schedule Management

Timeline

Director of Client Services

Constitution Capital Dba CIAPM
10.2020 - Current

Senior Client Associate

Wells Fargo Advisors
07.1996 - 10.2020

High School Diploma -

Rippowam High School
Elizabeth (Betsy) D'Acunto