CRM, Beta, Microsoft Outlook,
Kate Absec
Coeur D'Alene,ID
Work Preference
Summary
Dynamic Senior Registered Sales Associate at D A Davidson with a proven track record in client relationship management and operational efficiency. Expert in CRM software, enhancing customer retention through personalized strategies. Recognized for training junior associates and fostering teamwork, driving significant improvements in service delivery and client satisfaction.
Overview
30
30
years of professional experience
Work History
Senior Registered Sales Associate
D A Davidson
07.1995 - Current
- Developed and maintained client relationships to enhance customer satisfaction and retention.
- Assisted in executing investment strategies to align with client financial goals.
- Provided comprehensive product knowledge to clients, facilitating informed decision-making.
- Collaborated with team members to streamline operational workflows and improve service delivery.
- Trained junior associates on compliance standards and best practices within the industry.
- Led initiatives to enhance client engagement through personalized communication strategies.
- Evaluated existing processes, implementing improvements that increased operational efficiency and effectiveness.
- Utilized CRM systems effectively for tracking client interactions, organizing account information, scheduling appointments, generating reports as needed.
- Strengthened client relationships through consistent follow-ups and timely updates on financial products.
- Enhanced team productivity by collaborating with colleagues on sales strategies and sharing best practices.
- Provided ongoing support to Financial Advisors, enabling them to focus on strategic initiatives for growing their business portfolios.
- Maintained compliance with regulatory requirements, ensuring accurate record-keeping and timely reporting of client activities.
- Contributed to a positive work environment by actively participating in team meetings, brainstorming sessions, and performance evaluations aimed at continuous improvement efforts.
- Organized and participated in client events, fostering strong connections with existing customers while attracting potential prospects.
- Streamlined administrative processes for improved efficiency in managing client accounts and transactions.
- Managed daily tasks efficiently, prioritizing workload based on urgency and importance of requests from clients or management teams.
- Increased customer satisfaction by providing exceptional service and promptly addressing client concerns.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Processed and verified all new account applications and documents.
- Developed strategies to improve processes and reduce costs.
- Documented security transactions such as purchases, sales and conversions to create in-depth database of clients and transactions completed.
Education
Associate of Science - Office Administration
Kinman Business University
Spokane, WASkills
- Goal oriented
- CRM proficiency
- Client relationship management
- Client service
- Client retention
- Client account management
- Team training and development
- Teamwork and collaboration
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking
- Reliability
- Organizational skills
- Effective communication
- Adaptability and flexibility
- Relationship building
- Regulatory compliance
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Quote
Whether you think you can or whether you think you can’t, you’re right!
Henry Ford
Software
Timeline
Senior Registered Sales Associate
D A Davidson
07.1995 - Current
Associate of Science - Office Administration
Kinman Business University