Isaiah Keegan
Southborough,MA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Ability to learn and use available resources to gain any needed skill.
Successful Client Service Associate with three years of experience addressing customer requests and concerns. Expert at providing relevant information and options to successfully resolve issues. Upbeat and energetic handling difficult situations through resourcefulness and adaptability.
Overview
6
6
years of professional experience
Work History
Client Service Associate
RWA Wealth Partners
09.2023 - Current
- Supported multiple advisors and acted as the point person for client interactions and inquiries
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Facilitated weekly meetings with advisors to update them on client journey and raise awareness to any areas of change.
- Engaged with clients directly to provide quick updates to retirement, investment and trust accounts.
- Acted as the point of contact for any client cashiering requests.
- Investigated and resolved customer inquiries and complaints quickly.
- Implemented and developed customer service training processes.
- Maintained accurate record-keeping with proactive attention to client information.
- Guided clients through estate planning and set up to ensure peace of mind for the client and their family.
- Followed up with customers about resolved issues to maintain high standards of customer service.
Client Service Associate
Brown Brothers Harriman
08.2022 - 06.2023
- Responsible for daily, monthly and quarterly accounting and reporting for two funds valuing at over $300 million accumulatively
- Monitored and managed cash flows and expenses.
- Collaborated with fund managers regularly to align efforts to confirm accurate financial reporting.
- Liaised with tax auditors and preparers to communicate fund details.
- Resolved cash exceptions, evaluating impact on overall account status and reporting findings to stakeholders.
- Reconciled daily trading transactions to ascertain necessary month-end adjustment measures.
Sales Representative
Aptive Environmental
03.2021 - 08.2021
- Gained sales experience door-to-door learning to identify prospects, build rapport, work through the sales process and close deals
- Gained experience working on a sales team, using resources and management to enhance skills,
- Trained and mentored new sales representatives.
Player
Bentley University Football
08.2018 - 01.2021
- Practice and train around 25+ hours each week while balancing academics.
- Built effective communication skills with teammates, coaches and staff that translated into my personal and professional life.
- Learning to function as a team and be more effective then when I work by alone.
- Maintained drive and determination to obtain personal and team objectives and goals.
Education
Bachelor of Science - Business Management
Bentley University
Skills
- Client rapport
- Salesforce
- Issue resolution
- Meeting facilitation
- Strong interpersonal skills
- Interpersonal and written communication
- Client relationships
- Funds transfers
Timeline
Client Service Associate
RWA Wealth Partners
09.2023 - Current
Client Service Associate
Brown Brothers Harriman
08.2022 - 06.2023
Sales Representative
Aptive Environmental
03.2021 - 08.2021
Player
Bentley University Football
08.2018 - 01.2021
Bachelor of Science - Business Management
Bentley University
Similar Profiles
George GomezGeorge Gomez
Managing Partner/Senior Financial Advisor at G2 Wealth Management Partners, LLCManaging Partner/Senior Financial Advisor at G2 Wealth Management Partners, LLC
BRENDAN MCNANYBRENDAN MCNANY
Administrative Assistant at Gladstone Wealth PartnersAdministrative Assistant at Gladstone Wealth Partners
Aaron AcpalAaron Acpal
Financial Coach at WestPac Wealth PartnersFinancial Coach at WestPac Wealth Partners