Karen Wall

Wells Fargo Advisors

Alpharetta, GA

04.1988 - 08.2023

Developed and executed strategic plans to support the vision of the clients in achieving goals toward retirement.
Identified problems and implement solutions to better streamline to solve problems to smooth out and achieving goals towards operations to expedite retirement.
Collaborated with executive team members on major decisions and tax problems (confer with tax accountants and book keepers ) to make clients initiatives positive for growing account.
Made recommendations to clients on business strategy and initiatives growth ideas.
Implemented process improvement procedures that resulted in cost savings across the board.
Analyzed market trends to identify opportunities for growth within existing markets or new ones.
Maintained relationships with existing clients by providing superior customer client service.
Provided customer service to clients, including answering questions and resolving issues.
Developed relationships with clients through regular communication and follow-up.
Identified client needs and provided tailored solutions.
Analyzed customer data to generate reports on trends and insights.
Vendors Created marketing(compliance materials) such as brochures, flyers, emails. to promote products and services.
Resolved escalated customer inquiries in a timely manner while maintaining high levels of professionalism.

Similar Profiles

Regional Bank Private Banker II at Wells Fargo Bank / Wells Fargo AdvisorsRegional Bank Private Banker II at Wells Fargo Bank / Wells Fargo Advisors

Client Transaction Specialist at Wells Fargo AdvisorsClient Transaction Specialist at Wells Fargo Advisors

Associate Branch Manager at Wells Fargo AdvisorsAssociate Branch Manager at Wells Fargo Advisors

Senior Compliance Consultant at Wells Fargo Advisors, LLCSenior Compliance Consultant at Wells Fargo Advisors, LLC

Site Reliability Engineer at Newell BrandsSite Reliability Engineer at Newell Brands

Summary