

Private Wealth Specialist at Accenture with expertise in client relationship management and problem resolution. Achieved 100% client satisfaction through streamlined communication processes. Proficient in Microsoft Office, ensuring attention to detail and effective communication to enhance high-net-worth client experiences.
Delivered differentiated servicing and problem resolution experiences to assigned Truist Wealth clients via virtual channels.
Acted as a liaison between clients, Wealth teams, and internal partners to ensure seamless service delivery.
Collaborated within a complex, team-oriented environment to support high-net-worth client needs.
Streamlined communication processes to enhance response times and client satisfaction.