Erik Akerblom
Delray Beach,FL
Summary
Motivated Client Service Representative with proven administrative, problem-solving and customer relations skills. Collaborative and driven with clear focus on putting clients first and supporting team needs. Well-organized, flexible, and computer-savvy.
Overview
2
2
years of professional experience
Work History
Client Services Associate
Castle Wealth Management
West Palm Beach, FL
07.2023 - Current
- Proactively communicated with clients, ensuring clear and effective information exchange to enhance overall satisfaction.
- Expertly assisted clients with paperwork, demonstrating meticulous attention to detail and adherence to procedural requirements.
- Cultivated strong client relationships through responsive and personalized communication, fostering a positive client experience.
- Streamlined administrative processes by efficiently managing and organizing client documentation, contributing to the overall efficiency of client services.
Client Services Associate
Fisher Investments
Tampa, FL
07.2022 - 07.2023
- Maintained and organized 250+ transfers, distributions, account management updates, cost basis, etc. requests monthly.
- Partnered with 5+ external full service firms (Charles Schwab, Pershing Advisor Solutions, TD Ameritrade, Fidelity, UBS, Morgan Stanley) on a daily basis, while building strong relationships and solving complex client issues.
- Fostered cross functional relationships between multiple internal teams to achieve client needs.
- Satisfied over 190+ client RMDs in a 3-month time span for the EOY deadline.
Education
Bachelor of Science - Finance
The University of Alabama
Tuscaloosa, AL05-2022
Skills
- Client Relationship Building
- Service Recommendations
- Account Management
- Client Support
- Client Relations
- System Documentation
- CRM Software
Timeline
Client Services Associate
Castle Wealth Management
07.2023 - Current
Client Services Associate
Fisher Investments
07.2022 - 07.2023
Bachelor of Science - Finance
The University of Alabama
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