Justin Rosario
Brooklyn,NY
Summary
Dynamic and results-driven professional with extensive experience in client relations within the finance and life insurance industries. Proven track record of building strong client relationships, delivering personalized financial solutions, and driving business growth. Skilled in managing complex cases, coordinating services, and ensuring clients' needs are met with a high degree of professionalism and empathy. Adept at analyzing client portfolios, providing expert advice, and navigating industry regulations to optimize client outcomes. Strong communication, problem-solving, and organizational skills, with a commitment to delivering exceptional customer service and ensuring client satisfaction.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Client Relations Coordinator
Northwestern Mutual
04.2023 - 01.2025
- Managed day-to-day client communications and provided excellent customer service by addressing inquiries, resolving issues, and ensuring satisfaction
- Built and maintained strong relationships with clients, assisting in the coordination of meetings and providing ongoing support to financial advisors and their clients
- Supported the coordination of schedules, meetings, and events, ensuring all necessary materials were prepared and all parties were informed
- Streamlined administrative workflows, which resulted in improved efficiency in client communications and scheduling
- Utilized CRM tools to maintain accurate client records and assist in data entry, reporting, and tracking client interactions
- Worked closely with financial advisors and other team members to ensure a seamless client experience and to support the sales process
Case Manager
Acacia Network
12.2020 - 02.2023
- Provided personalized case management services for individuals experiencing homelessness, assessing their needs and developing comprehensive plans to address housing, healthcare, employment, and other critical life needs
- Assisted clients in accessing and connecting with vital community resources, including housing options, healthcare services, legal assistance, and financial aid programs
- Delivered timely crisis intervention and emotional support, helping clients navigate challenging circumstances while promoting stability and long-term self-sufficiency
- Collaborated with clients to establish realistic, measurable goals and regularly monitored progress toward achieving these goals, providing ongoing support, motivation, and resources as needed
- Maintained accurate and up-to-date client records, documenting case progress, client interactions, and outcomes in accordance with agency protocols and regulatory requirements
- Organized and facilitated workshops on life skills, job readiness, and financial literacy, empowering clients with the tools to rebuild and sustain independent living
- Ensured confidentiality of client information and compliance with all local, state, and federal regulations regarding client privacy and case management
Financial Literacy Ambassador
Baruch College
05.2018 - 06.2019
- Delivered workshops and presentations to students, faculty, and staff on personal finance topics, including budgeting, saving, credit management, and student loan management, to promote financial literacy across campus
- Provided individualized financial counseling and guidance to students, helping them understand financial concepts, manage student loans, and make informed decisions regarding credit and savings
- Partnered with campus organizations, financial aid offices, and community organizations to organize and promote financial literacy events, ensuring access to resources and support for students in need
- Acted as a mentor and resource for fellow students, providing guidance and support on financial planning and helping peers navigate financial challenges
- Assisted in gathering feedback from participants and tracking the success of financial literacy initiatives, contributing to ongoing program evaluation and improvement
- Organized financial literacy workshops, seminars, and events, ensuring that all logistics were managed and that students had opportunities to engage with financial experts
SEEK Peer Mentor
Baruch College
06.2018 - 05.2019
- Provided academic and personal support to a diverse group of students, helping them navigate college life, improve time management skills, and develop study habits.
- Maintained detailed records of mentee meetings, tracking progress and identifying areas of improvement to ensure ongoing support and development.
- Acted as a liaison between students and faculty, ensuring open communication and addressing any concerns or challenges faced by mentees.
- Served as a role model for mentees by fostering a positive, inclusive environment and promoting campus resources such as tutoring, counseling, and academic advising.
Education
Bachelors of Business Administration - Finance
Baruch College/CUNY, Zicklin School of Business
New York, NY01.2020
Skills
- Microsoft Suite
- CRM
- NetX360
- Strong interpersonal skills
- Client Relations
- Training and mentoring
Certification
- Life Accident and Health License
Languages
Spanish
Native or Bilingual
Timeline
Client Relations Coordinator
Northwestern Mutual
04.2023 - 01.2025
Case Manager
Acacia Network
12.2020 - 02.2023
SEEK Peer Mentor
Baruch College
06.2018 - 05.2019
Financial Literacy Ambassador
Baruch College
05.2018 - 06.2019
- Life Accident and Health License
Bachelors of Business Administration - Finance
Baruch College/CUNY, Zicklin School of Business
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