LAURA ROY
Cumberland,RI
Summary
Client-focused Relationship Manager with proven ability to enhance productivity and streamline task completion. Expertise in client relationship management, financial planning, and strategic sales techniques. Demonstrated success in improving customer satisfaction ratings and achieving business objectives through effective communication and problem-solving skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Central Relationship Manager
Fidelity Investments
Smithfield, USA
01.2022 - Current
- Provided dedicated support to nine wealth management teams, ensuring seamless coordination and operational efficiency.
- Managed retirement and brokerage accounts, processing trades and facilitating withdrawals accurately.
- Acted as key liaison for high-net-worth clients, delivering exceptional service through proactive support.
- Collaborated with internal departments to resolve service issues and maintain consistent client experiences.
- Trained and onboarded new associates, implementing process improvements to enhance productivity.
- Analyzed team performance metrics and client feedback to drive operational enhancements.
- Maintained detailed records of client interactions in CRM systems, ensuring compliance with standards.
- Monitored market trends to identify opportunities for client growth and engagement strategies.
Director of Operations
Duckworth Homes
Cumberland, USA
01.2020 - 01.2022
- Oversaw transactions for boutique firm, ensuring compliance with laws and regulations.
- Coordinated with attorneys, lenders, and inspectors to facilitate timely closings.
- Maintained accurate records using CRM tools for efficient follow-ups and data tracking.
- Resolved urgent issues to uphold client satisfaction and integrity of deals.
- Developed systems that enhanced service delivery times and minimized inefficiencies.
Education
Women In Leadership -
Cornell University
Ithaca, NYGED -
Community College of Rhode Island
Warwick, RISkills
- Wealth client support
- Relationship management
- Executive coordination
- Financial operations
- Regulatory compliance
- CRM proficiency
- Performance tracking
- Cross-functional collaboration
- Client communication
- New hire onboarding
- Team collaboration
- Operational efficiency
- Communication skills
Websites
Certification
- FINRA SIE
- FINRA Series 7
- FINRA Series 63
- CPR Certified
- Currently enrolled in Women in Leadership course at Cornell
References
References available upon request.
Timeline
Central Relationship Manager
Fidelity Investments
01.2022 - Current
Director of Operations
Duckworth Homes
01.2020 - 01.2022
Women In Leadership -
Cornell University
GED -
Community College of Rhode Island