Joan Borecky, FPQP ®
Client Liaison
2261 Ridge Road,Hinckley
Summary
Dynamic and customer-focused Client Liaison with a proven track record at Return on Life Wealth Partners. Skilled in fostering strong client relationships and ensuring high levels of customer satisfaction through expert management of CRM software. Possess excellent interpersonal communication skills and a proactive approach to problem-solving. Ready to contribute to a client-focused environment while continuing to develop organizational and client service expertise.
Overview
27
27
years of professional experience
Work History
Client Liaison
Return on Life Wealth Partners
Brecksville, Ohio
10.2014 - Current
- Prepare financial advisors for client reviews by gathering data and account values from LPL Clientworks, current investment statements, annuities statements, and life insurance polices to create reports.
- Fulfill day-to-day client requests, including disbursements from investment accounts, opening accounts for new clients, annuities, and life insurance policies.
- Manage CRM (Dynamics 365) software, which includes posting data related to ongoing management of client accounts, ensuring security of personally identifiable information following strick industry protocol.
- Maintain current continuing education on a regular basis to stay current with regard to my Life, Health & Annuity insurance license , Series 7 and Financial Paraplanner Qualified Person designation.
- General office duties, including record management and retention, database management, bank deposits.
- Open, sort, distribute incoming mail.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Assisted in training new team members on company processes and procedures related to client liaison activities.
- Answered telephone calls to provide information, resolve issues and schedule appointments.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Served as a primary point of contact for clients during project implementation phases, ensuring their questions were answered promptly and accurately.
Technical Assistant / Office Manager
Plax & Associates
Beachwood, Ohio
03.1998 - 10.2014
- Streamlined communication between departments, ensuring smooth project execution and increased efficiency.
- Established strong relationships with clients, resulting in client satisfaction.
- Enhanced client relations by addressing concerns and providing timely solutions to issues.
- Answered telephone calls to provide information, resolve issues and schedule appointments.
- Greeted visitors and directed to appropriate locations.
- Assisted in training new team members on company processes and procedures related to client liaison activities.
- Provide prompt client service to prioritize customer needs.
- Prepared technical presentations and other materials for advisory meetings.
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
- Trained staff on operating procedures and company services.
Education
Securities License - Series 7 - 2004
Life Insurance, Annuity
State of Ohio Department of Insurance License
01-2022
FPQP ® Designation - Financial Planning
College of Financial Planning
05.2001 -
Skills
Customer service
Client relations
Customer support
File management
Client support
Professional telephone demeanor
Customer support
Administrative support
CRM software usage
Accomplishments
Microsoft Office 365 Suite (CRM)
Clientworks / LPL Financial
E-Money / LPL Financial
Nitrogen / LPL Financial
Timeline
Client Liaison
Return on Life Wealth Partners
10.2014 - Current
FPQP ® Designation - Financial Planning
College of Financial Planning
05.2001 -
Technical Assistant / Office Manager
Plax & Associates
03.1998 - 10.2014
Securities License - Series 7 - 2004
Life Insurance, Annuity
State of Ohio Department of Insurance License
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