Suzanne Rodriguez
Kenosha
Summary
- Dynamic Registered Sales Associate with CRM proficiency. Expert in client relationship management and service, ensuring high customer satisfaction and retention.
- Results-driven professional with extensive experience in client account management and team training. Proven ability to streamline processes and enhance operational efficiency, contributing to improved team performance and client satisfaction.
- Dedicated Registered Sales Associate known for strong client service and training skills. Experience in managing client accounts and supporting financial advisors to drive business growth and improve client satisfaction.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Registered Sales Associate
Johnson Financial Group
Kenosha WI
07.1991 - Current
- Developed and maintained strong client relationships to enhance customer satisfaction and retention.
- Provided expert guidance on investment products and services to meet diverse client needs.
- Streamlined processes for account management, enhancing operational efficiency within the team.
- Led training sessions for new associates, fostering a culture of knowledge sharing and continuous improvement.
- Maintained compliance with regulatory requirements, ensuring accurate record-keeping and timely reporting of client activities.
- Contributed to a positive work environment by actively participating in team meetings, brainstorming sessions, and performance evaluations aimed at continuous improvement efforts.
- Provided ongoing support to Financial Advisors, enabling them to focus on strategic initiatives for growing their business portfolios.
- Managed daily tasks efficiently, prioritizing workload based on urgency and importance of requests from clients or management teams.
- Utilized CRM systems effectively for tracking client interactions, organizing account information, scheduling appointments, generating reports as needed.
- Increased customer satisfaction by providing exceptional service and promptly addressing client concerns.
Education
High School Diploma -
Mary D Bradford High School
Kenosha WI05-1981
Skills
- CRM proficiency
- Client relationship management
- Client service
- Team training and development
- Client account management
Certification
- Licensed Series 7, Series 63 and Series 66
Timeline
Registered Sales Associate
Johnson Financial Group
07.1991 - Current
High School Diploma -
Mary D Bradford High School