Results-driven Senior Client Relationship Manager with expertise in effective communication, client onboarding, and process optimization. Proven ability to enhance client satisfaction through strategic issue resolution and collaboration.
Overview
26
26
years of professional experience
Work History
Senior Client Relationship Manager
Greenberg, Grant & Richards
Houston
02.2018 - Current
Developed strong relationships with clients to understand their needs and expectations.
Coordinated communication between clients and internal teams for project alignment.
Facilitated client meetings to discuss project updates and gather feedback.
Managed client accounts ensuring timely resolution of issues and inquiries.
Conducted regular reviews of client portfolios to identify opportunities for service improvement.
Analyzed client feedback to enhance service delivery and satisfaction levels.
Collaborated with cross-functional teams to address client concerns effectively.
Ensured compliance with internal procedures as well as external regulatory requirements.
Developed strong relationships with clients through effective communication and problem solving.
Resolved complex issues between different stakeholders while ensuring that all parties were satisfied with the outcome.
Collaborated with sales teams on strategies for acquiring new business from existing clients.
Implemented process improvements to increase efficiency in handling client inquiries and requests.
Analyzed client portfolios and provided recommendations for improvement based on market trends and individual objectives.
Created detailed reports for clients outlining their current investments, progress, and future goals.
Negotiated contracts with new clients to ensure mutual understanding of the relationship expectations.
Provided strategic direction and guidance to clients on their financial objectives.
VP of Collections
Greenberg, Grant & Richards
Houston
07.2000 - Current
Managed overall collection operations while maintaining direct communication with stakeholders.
Created collection departments tailored to employee skill levels and tenure.
Recruited, trained, and developed staff to improve departmental performance.
Formulated comprehensive training procedures for enhanced employee competency.
Partnered with sales team to meet client objectives effectively.
Worked collaboratively with accounting, administrative, and HR teams for integrated operations.
Interacted with local BBB and Commercial Law League of America for regulatory adherence.
Education
High School Diploma -
Glen Este High School
Cincinnati, OH
05-1976
Some College (No Degree) - Medical Technology/Pre-Law
University of Cincinnati
Cincinnati, OH
Skills
Regulatory compliance
Process optimization
Staff development
Effective communication
Problem solving
Issue resolution
Collaboration tools
Brand awareness
Client onboarding
Research and due diligence
Inter-department collaboration
Account management
Training programs
Customer relations
Sales proficiency
B2B sales
Contract management
Written communication
Product promotion and service marketing
Lead evaluation
Cold calling
Sales strategy
Timeline
Senior Client Relationship Manager
Greenberg, Grant & Richards
02.2018 - Current
VP of Collections
Greenberg, Grant & Richards
07.2000 - Current
High School Diploma -
Glen Este High School
Some College (No Degree) - Medical Technology/Pre-Law