Huda Al-Someri
Plano,TX
Summary
Dedicated and results-driven Analyst with a proven track record in successfully onboarding high-risk clients and effectively managing multiple complex projects. Eager to leverage my knowledge of Agile methodologies and expertise in building and nurturing client relationships, ensuring continuous improvement, and facilitating a culture of innovation, ultimately driving project success and organizational growth.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Regional Onboarding Associate
Fisher Investments
06.2021 - Current
- Successfully onboarded high-risk clients with over a billion dollars Assets Under Management
- Championed and implemented initiatives to improve client onboarding process, leading to improved client experience and increased client portfolio growth
- Established and cultivated strong relationships with high net worth clients, sales VPs, Portfolio counselors, and financial custodians to maximize account and client success
- Took ownership of the client onboarding funnel utilizing internal CRM, Salesforce and confluence
- Maintained transparent communication and documented status updates in a team-oriented work environment to maximize project success
- Handled client paperwork and reports, communicating with clients regarding deliverables, provides status updates of requests and solved client service problems
- Interviewed client executives to gather and document business requirements
- Point of contact for questions on the team and trained upcoming associates on the job role and created process maps for training
- Executed client onboarding and asset transfers
- Maintained confidential correspondence with financial custodians, brokerage houses, and investment firms
- Initiated and responded to client requests, prepared presentations and reports for high-net-worth clients
- Spearheaded and managed a critical client onboarding project involving Sales, Onboarding Specialists, and Investment Counselors, ensuring seamless execution within a 3-week timeframe
- Collaborated closely with Sales to identify cross-functional opportunities and recommend financial onboarding solutions, resulting in an increase in revenue and successful client acquisition
- Merged with the Sales team during the project, demonstrating adaptability and quick learning to assume sales responsibilities
- Utilized data analysis and reporting to assess project performance, track key metrics, and provide actionable insights for stakeholders
- Streamlined processes and optimized the onboarding experience, leading to increased client satisfaction and retention
- Demonstrated exceptional attention to detail, maintaining accuracy and confidentiality in managing client accounts
- Proactively identified challenges during the project and implemented problem-solving strategies and decision-making to overcome them
Benefits Advisor
Willis Towers Watson
08.2020 - 06.2021
- Identified prospective customers, explained insurance policy features and customized packages ensuring customer needs are met with the appropriate product
- Delivered proactive, solutions-based follow-up creating personal customer interactions that sell plans and policies
- General lines – life, accident, health and HMO certified and was able to market medical, dental and vision benefit packages by identifying customer needs and trends
- Built strong, long-lasting client relationships and implemented a strategic business plan that expands the company’s customer base and ensures its strong presence
- Demonstrated a high degree of integrity by following compliance and quality assurance requirements
- Researched and identified new market opportunities
- Provided customer support and resolve issues and escalation to maximize customer retention
- Utilized computer systems to input accurate and timely data and ensure consistent compliance following scripts and sales processes
- Upheld exemplary performance that was was showcased by consistent high metrics
- Achieved a customer satisfaction rating of above 95% through exceptional service and product knowledge, leading to an increase in company recognition
Patient Care Advocate
Employer Direct Healthcare
11.2019 - 03.2020
- Coordinated communication between patients, family members, medical professionals, and insurance companies, ensuring superior healthcare services for patients
- Performed research that led to quality care recommendations and financial benefits matching specific client needs
- Developed organization skills that would help streamline the process to get appointments scheduled as soon as possible, obtain medical tests, and arrange for transportation if needed
- Conducted surveys to gain insight and strengthen client relationships
- Ensure compliance with healthcare regulations and privacy standards when handling patient data.
- Monitored progress and documented patient health status changes to keep care team updated
Education
Bachelor of Science - Food And Nutrition, Business And Industry, HR Management
Texas Woman’s University
Denton, TX05.2019
Skills
- Client Onboarding
- Project Management
- Strategic problem solving
- Sales and Onboarding
- Customer Service
- Team Collaboration and adaptability
- Data Entry
- Process Improvement
- Data Analysis and reporting
- Leadership and Initiative
Certification
- Certified ScrumMaster, CSM
technical skills
- Confluence
- Salesforce
- DocuSign
- Microsoft Office Suite
- Adobe Sign
- Jira
- Miro
- Slack
Timeline
Regional Onboarding Associate
Fisher Investments
06.2021 - Current
Benefits Advisor
Willis Towers Watson
08.2020 - 06.2021
Patient Care Advocate
Employer Direct Healthcare
11.2019 - 03.2020
Bachelor of Science - Food And Nutrition, Business And Industry, HR Management
Texas Woman’s University
- Certified ScrumMaster, CSM
Similar Profiles
Nancy ElliottNancy Elliott
Regional Sales Associate at Fisher InvestmentsRegional Sales Associate at Fisher Investments
Rafael Capellan HeyerRafael Capellan Heyer
Client Service Associate at Fisher InvestmentsClient Service Associate at Fisher Investments
Mandy BartonMandy Barton
Global Marketing Program Manager at Fisher InvestmentsGlobal Marketing Program Manager at Fisher Investments