Kathleen Howard
Long Beach,CA
Summary
Proven leader in client relationships at Morgan Stanley, adept at building strong client relationships and leading cross-functional teams to enhance customer engagement. Specializes in operational leadership support and effective scheduling, achieving significant loyalty through tailored wealth management solutions. Excels in leveraging both relationship-building and strategic planning skills to exceed client expectations.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Assistant VP, Institutional Consulting Associate
Morgan Stanley
Long Beach, CA
04.2006 - Current
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
- Assessed customer requirements on an ongoing basis in order to provide tailored solutions.
- Maintained accurate records of all client interactions within the company's CRM system.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Provided training sessions for colleagues on best practices related to relationship management.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- Coordinated with other professionals such as attorneys, accountants, insurance agents and trust officers in order to provide holistic wealth management solutions for clients.
Education
Associate of Arts -
Orange Coast College
Costa Mesa, CA06-1990
Some College (No Degree) - Graphic Design
California State University, Long Beach
Long Beach, CASkills
- Effective relationship building
- Cross-functional team leadership
- Meeting assistance
- Operational leadership
- Scheduling
Certification
- Series 7 & 66
- Notary Public
Timeline
Assistant VP, Institutional Consulting Associate
Morgan Stanley
04.2006 - Current
Associate of Arts -
Orange Coast College
Some College (No Degree) - Graphic Design
California State University, Long Beach
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