Summary
Overview
Work History
Education
Skills
Certification
technical skills
Timeline
Generic

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
2021.06 - 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
2020.08 - 2021.06
  • 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
2019.11 - 2020.03
  • 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, TX
05.2019

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
2021.06 - Current

Benefits Advisor

Willis Towers Watson
2020.08 - 2021.06

Patient Care Advocate

Employer Direct Healthcare
2019.11 - 2020.03

Bachelor of Science - Food And Nutrition, Business And Industry, HR Management

Texas Woman’s University
  • Certified ScrumMaster, CSM
Huda Al-Someri