Keri Roberts
Cave Creek,AZ
Summary
Proven Client Services Manager with a track record of enhancing client relationships and service initiatives at Dobbins Wealth Management. Leveraged skills in report generation and task prioritization to exceed client expectations. Demonstrated reliability and effective classroom management as a Substitute Teacher, ensuring a positive learning environment and fostering student success.
Overview
5
5
years of professional experience
Work History
Client Services Manager
Dobbins Wealth Management
Phoenix, AZ
09.2022 - 12.2023
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Maintained client files with sales contracts, records of client interactions, client notes, and other information.
- Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.
Substitute Teacher, K-12
Cave Creek Unified School District
Cave Creek, AZ
08.2018 - 08.2022
- Upheld classroom routines to support student environments and maintain consistent schedules.
- Maintained day-to-day classroom management and discipline to promote learning initiatives.
- Implemented classroom management techniques to maintain positive learning environment.
Education
Bachelor of Science - Physical Education
Radford University
Radford, VA05.2002
Skills
- Client Relationships
- Service initiatives support
- Report Generation
- Task Prioritization
- Reliability
Timeline
Client Services Manager
Dobbins Wealth Management
09.2022 - 12.2023
Substitute Teacher, K-12
Cave Creek Unified School District
08.2018 - 08.2022
Bachelor of Science - Physical Education
Radford University