Jill Jolliff
Client Relations Executive
Sylvania,OH
Summary
I am pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
As an organized and dependable candidate successful at managing multiple priorities with a positive attitude and eager to take on added responsibilities to meet team goals.
Overview
2025
2025
years of professional experience
6
6
years of post-secondary education
Work History
Client Care Specialist
Raymond James Financial Services
1 2009 - Current
- Providing top notch client service, while maintaining relationships both internal and external.
- Overseeing all new business.
- Responsible for compliance rules and regulations.
- Analyzed market trends to identify new opportunities for growth, driving the expansion into untapped markets.
- Managed workflow between staff, coordinating documents, and creative material distribution.
- Onboarded new customers efficiently by developing database listings, uploading information, and defining related lists.
- Developed strong relationships with key industry influencers, leading to increased brand exposure and partnership opportunities.
- Planned and executed events and marketing programs to increase qualified leads.
- Collaborated closely with sales teams to ensure alignment between promotional activities and revenue goals.
Executive Director of Client Accounts
LPL Financial /Noble & Sears Inc.
01.2000 - 01.2004
- Responsible for the execution of new client accounts
- Performed daily market watch reports
- Assisted in client account trading of Mutual Funds
- Prepared quarterly client account performance reports
- Delivered Ritz Carlton Service to many high net worth clients in the Northwest Ohio, South Eastern Michigan areas
- Managed a diverse team of professionals, fostering a collaborative work environment for increased productivity.
- Developed and implemented organizational strategies to achieve set goals and objectives and secured long-term success.
Education
High School -
Sylvania Northview High School
Sylvania, Ohio 01.1992 - 01.1996
Lourdes College - undefined
Lourdes College
Sylvania, Ohio 01.1996 - 01.1998
Skills
Document Review
Customer Relations
Lead Management
Application processing
Client Retention
Teamwork and Collaboration
Problem-Solving
Time Management
Excellent Communication
Self Motivation
Time management abilities
Timeline
Executive Director of Client Accounts
LPL Financial /Noble & Sears Inc.
01.2000 - 01.2004
Lourdes College - undefined
Lourdes College
01.1996 - 01.1998
High School -
Sylvania Northview High School
01.1992 - 01.1996
Client Care Specialist
Raymond James Financial Services
1 2009 - Current
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