Enmanuel Cruz Arias
New York,USA
Summary
Financial professional with expertise in relationship management and problem resolution. Demonstrated success in surpassing performance targets in dynamic settings. Proficient in developing partnerships and ensuring effective communication across various demographics and organizational levels. Dedicated to providing outstanding customer service and enhancing team collaboration.
Overview
10
10
years of professional experience
Work History
Wealth Advisor Associate, VP
Wilmington Trust, N.A
New York, USA
12.2023 - Current
- Work closely with the Wealth Advisor to manage client relationships, ensuring outstanding client service. Leverage available internal and external resources, including fiduciary, planning, investment, and banking partners, as well as external accountants, attorneys, and other professionals, to resolve client-related issues and meet client needs. Ensure the Wealth Advisor has an updated schedule for regular client touchpoints.
- Communicate with clients, external advisors, and internal specialists to coordinate and facilitate meetings to support attracting, retaining, and expanding business. Prepare targeted prospecting lists, and other sales support, to support an organized sales strategy and support. Document the Customer Relationship Management system (CRM) with prospect, sales, client information, and communication.
- Develop client meeting materials to support business activities. Prepare annual Relationship Reviews to identify opportunities to develop and expand business, and present relationships at committee meetings.
- Assist the Wealth Advisor by attending internal meetings to deepen knowledge of investments, core banking services, and Trust; take notes, and highlight critical information as it pertains to client communication and servicing. As skills build, take on an increasing number of client-facing responsibilities, and may be the primary contact on smaller client accounts.
Wealth Senior Client Service Associate, AVP
Wilmington Trust, N.A
New York, USA
04.2022 - 12.2023
- Provide transactional operational and administrative sales support, mostly at a higher level of complexity, to both internal and external clients as part of the internal client service team.
- Participates as part of the Wealth relationship team to guide sensitive and/or difficult client situations to a mutually satisfactory resolution.
- Handles routine communication with clients and their advisors over telephone, email and fax.
- Assists Client Manager and Wealth team in process workflow to ensure timely processing and providing the highest level of service and satisfaction.
Private Client Advisor
Peoples United Advisors
New York, USA
06.2018 - 04.2022
- Junior Advisor for Private Client Team, managing relationships for 190+ individuals, families, and small business owners (approx. $370mm in AUM).
- Responsible for the retention and growth of those relationships.
- Work with Individuals, Families, and Business Owners, with an average net worth of $3mm, to ensure their wealth management strategies address the 6 key areas of the financial planning process.
- Routinely work with client’s accountants, attorneys and other professionals to employ a coordinated approach to wealth management.
Client Advisor
Gerstein Fisher
New York, USA
01.2015 - 06.2018
- Head of operational and process development within team, developed & designed a workflow process to expedite and track up to 200 ongoing advisor requests and activities.
- Managed relationships with existing clients by helping clients plan for their financial goals and objectives.
- Analyzed prospective clients existing portfolios to identify investment inefficiencies and propose strategic value adding changes.
Education
B.B.A. - Finance, Economics & Computer Science
Baruch College, CUNY
01.2014
Skills
- Microsoft Office Suite
- CRM Dynamics
- Morningstar
- NetEx360
- WealthScape
- Schwab Advisory
- Tamarac
- PortfolioCenter
- Work‐Flow Designer
- DocuSign
- Adobe PDF
- MoneyGuide Pro
- Sales Logix
Timeline
Wealth Advisor Associate, VP
Wilmington Trust, N.A
12.2023 - Current
Wealth Senior Client Service Associate, AVP
Wilmington Trust, N.A
04.2022 - 12.2023
Private Client Advisor
Peoples United Advisors
06.2018 - 04.2022
Client Advisor
Gerstein Fisher
01.2015 - 06.2018
B.B.A. - Finance, Economics & Computer Science
Baruch College, CUNY