Jake Orofino
East Bridgewater,MA
Summary
Adept at fostering client relations and driving customer retention, the tenure at Acadia An LSEG Business honed my skills in project management and customer education. Leveraging database management expertise, I enhanced client satisfaction, significantly contributing to a culture of excellence and sustained loyalty. Hardworking candidate skillful in providing excellent customer service. Proven track record of resolving customer issues promptly while upholding the highest standards of customer satisfaction.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Client Engagement Specialist
Acadia An LSEG Business
09.2020 - Current
- Maintained knowledge of company products to provide helpful suggestions and recommendations to assist in meeting the demands of Uncleared Margin Rules.
- Provided timely responses to customer inquiries, resolving any issues quickly and efficiently.
- Enhanced client satisfaction by promptly addressing concerns and providing tailored solutions.
- Developed strong relationships with key clients, resulting in increased account retention and growth.
- Maintained updated records of all client engagements and communications in a CRM system.
- Key part in secondary onboarding services to help client Banks gain 100% straight through processing.
Client Development Executive
Acadia An LSEG Business
01.2015 - 08.2020
- Collaborated with internal teams, such as marketing, development, and product experts to gain knowledge of evolving services within the industry.
- Identified new business opportunities by leveraging market changes in Regulatory demands.
- Implemented effective time management strategies to optimize productivity, allowing for consistent high-quality output on all projects.
- Successfully executed account plans that drove substantial revenue growth within the existing client base.
- Represented the company at various industry events, meetings, and conferences to solidify existing and new client relationships.
Senior Client Service Specialist
AcadiaSoft
09.2010 - 12.2014
- Established effective processes for collecting customer feedback, maximizing response rates.
- Facilitated weekly check-in meetings with clients to address their concerns promptly.
- Developed strong relationships with clients, maintaining open communication channels to ensure satisfaction.
- Streamlined communication channels for enhanced efficiency in responding to client requests and concerns.
- Supported new business development efforts by contributing insights gleaned from ongoing interaction with current clients.
- Drafted detailed process documents outlining operational procedures for the Client Services team.
Client Relationship Manager
Fundtech Securities
08.2007 - 12.2008
- Conducted product demonstrations, accountable for new business development with current clients, coordinated RFP responses, prepared Statements of Work and managed expectations internally and externally to close new business.
- Responsible for day-to-day management, ROI and quality control of all client deliverables.
- Solidified relationships with Distribution Channels and ASP Partners (SunGard, Omgeo, BT Radianz); increased client base at Distribution Channel Partners by 45% through daily interaction and training of Account Relationship Managers and Account Executives.
- Established and monitored project plans, tasks, schedules and resource assignments including action plans at risk.
- Coordinated with business and technical managers both internal and external to ensure schedules are issue free and tasks are coordinated properly while maintaining a high level of client satisfaction.
Branch Manager
Sovereign Bank
08.2004 - 07.2007
Consumer Sales Executive II
Fleet Bank / Quick And Reilly
03.2002 - 04.2004
Education
Bachelor of Science - Business Administration And Management
Youngstown State University
Youngstown, OHSkills
- Project Management
- Customer Retention
- Data Collection
- Product Knowledge
- Research
- Product Education
Certification
- Series 6 ( 2003-2007)
- Series 63 ( 2003- 2007)
- Life Insurance (2003-2007)
Timeline
Client Engagement Specialist
Acadia An LSEG Business
09.2020 - Current
Client Development Executive
Acadia An LSEG Business
01.2015 - 08.2020
Senior Client Service Specialist
AcadiaSoft
09.2010 - 12.2014
Client Relationship Manager
Fundtech Securities
08.2007 - 12.2008
Branch Manager
Sovereign Bank
08.2004 - 07.2007
Consumer Sales Executive II
Fleet Bank / Quick And Reilly
03.2002 - 04.2004
Bachelor of Science - Business Administration And Management
Youngstown State University
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