Genesis Colon
Middletown,CT
Summary
Dynamic Client Service Specialist with extensive experience at Johnson Brunetti, excelling in client relationship management and investment trading. Proven track record of enhancing customer satisfaction and resolving complex wealth management issues. Adept at utilizing CRM software to maintain data accuracy while demonstrating strong leadership and time management skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Client Service Specialist Wealth Management
Johnson Brunetti
Wethersfield, CT
09.2025 - Current
- Responded promptly to client inquiries, ensuring concerns were addressed effectively and maintaining high satisfaction levels.
- Assisted clients in understanding and navigating financial products to enhance their investment experience.
- Placed investment trades for investment advisors via the Fidelity platform.
- Input notes into the CRM and keep updated records.
- Processed deposits into customer accounts as requested by advisor or customer.
- Advised high net worth individuals on complex wealth management issues related to trusts, estates, asset protection planning, philanthropy.
New Business Resolution Specialist
Global Atlantic Financial Group
Hartford, United States
08.2023 - 09.2025
- Collaborated with other departments to ensure customer issues are resolved in a timely manner
- Reconciled accounts regularly to ensure accuracy and identified and resolved discrepancies in a timely manner
- Resolved customer complaints and disputes in a timely and effective manner, resulting in improved customer satisfaction via phone and email.
- Reviewed and processed annuity applications in accordance with established policies, procedures, and guidelines to ensure compliance.
- Reviewed and verified accuracy of annuity documents to ensure quality control and accuracy.
- Monitored applications to ensure timely completion and resolution of any issues.
Lead Associate Operations (LAO)
JPMorgan Chase and Co
Middletown, United States
04.2023 - 05.2023
- Organized and managed a comprehensive filing system that improved the efficiency of daily operations.
- Provided administrative support to management, resulting in improved efficiency in daily operations
- Developed and managed an organizational structure that allowed for effective resource allocation and delegation of tasks
- Executed clerical tasks such as answering emails, filing documents, and preparing reports
- Created and maintained accurate inventory records, ensuring the timely delivery of all materials and supplies needed for the office
- Handled confidential information with discretion and professionalism
Mortgage Loan Processor Specialist
Citizens Bank
Riverside, United States
08.2021 - 05.2022
- Reviewed loan and credit needs of clients, taking into consideration all aspects of their financial background in relation to policies and regulations.
- Collaborated timely with loan team to ensure the accurate assessment of loan conditions.
- Assist home buyers with gathering the proper documentation for loan approval by being their main point of contact via phone and email.
- Enhance due diligence reviewing loan applications and prevented fraudulent loan applications from proceeding.
Relationship Banker
Citizens Bank
Durham, United States
06.2019 - 08.2021
- Utilized the customer relationship management system to track sales activities.
- Worked as a dedicated team member of the banking team.
- Brought forth a strong understanding of banking processes and protocols.
- Maintained a positive and productive relationship with the client, resulting in consistently high customer satisfaction ratings
- Used customer relationship management (CRM) systems to accurately track and manage customer data
- Prepared and presented financial reports to management, providing insights into the bank's performance
- Implemented security policies and procedures to protect customer data and prevent financial fraud
Banker 3
Peoples United Bank
Wethersfield, United States
08.2017 - 06.2019
- Provided clients with new product and existing program information.
- Referred clients to in-house financial experts as needed.
- Handled calls, collected personal information, and created appointments.
- Identified and maximized sales opportunities, and increased customer retention rates.
- Conducted risk assessments and implemented risk management strategies to ensure compliance with regulations
- Implemented security policies and procedures to protect customer data and prevent financial fraud
- Prepared and presented financial reports to management, providing insights into the bank's performance
Bank Teller
Peoples United Bank
Rocky Hill, United States
06.2016 - 08.2017
- Maintained books including bank statements, transactions, and all receipts.
- Handled all monthly bank reconciliations and monthly reporting.
- Adhered to bank policies and facilitated safe and protected transactions.
- Worked to cross-sell bank products and services.
- Quickly and accurately handled financial transactions of all types.
- Effectively consulted with clients to identify financial growth and financial impairment factors.
- Successfully handled all clerical and administrative duties including answering phones, recording and relaying messages, and providing callers and walk-ins with information about the company.
- Provided excellent customer service and resolved customer issues, resulting in a 5-star rating on customer satisfaction surveys
Education
Bachelors Degree - Business Administration and Management
CHARTER OAK STATE COLLEGE
NEW BRITAIN12.2022
Skills
- Client relationship management
- Financial compliance
- Investment trading
- Annuity processing
- Wealth management advisory
- Customer support
- Data entry accuracy
- Leadership
- Marketing and sales
- Financial management
- Time management
- CRM software expertise
- Telephone skills
Certification
Notary Public, Wethersfield, Connecticut, Notary Public for State of Connecticut
References
- James Lynch, Citizens Bank, James_m_lynch@keybank.com, 312-406-2860
- Joanna M Pender, Citizens Bank, Joanna.Pender@citizensbank.com, 203-213-5963
- John Mezzio, Global Atlantic Financial Group, (860)614-1809
Languages
Spanish, Native speaker
Languages
Spanish
Native/ Bilingual
Timeline
Client Service Specialist Wealth Management
Johnson Brunetti
09.2025 - Current
New Business Resolution Specialist
Global Atlantic Financial Group
08.2023 - 09.2025
Lead Associate Operations (LAO)
JPMorgan Chase and Co
04.2023 - 05.2023
Mortgage Loan Processor Specialist
Citizens Bank
08.2021 - 05.2022
Relationship Banker
Citizens Bank
06.2019 - 08.2021
Banker 3
Peoples United Bank
08.2017 - 06.2019
Bank Teller
Peoples United Bank
06.2016 - 08.2017
Bachelors Degree - Business Administration and Management
CHARTER OAK STATE COLLEGE