Logan Smith
Rockford,MI
Summary
Adaptable and proactive with experience in client management and hospitality. Recognized for strong interpersonal skills and a commitment to resolving conflicts, driving positive client interactions and experiences.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Client Relationship Manager
Ameriprise Financial
Grand Rapids, Michigan
05.2023 - Current
- Developed strong relationships with clients to enhance satisfaction and loyalty.
- Coordinated meetings between clients and financial advisors to discuss investment strategies.
- Maintained detailed records of client interactions in the customer relationship management system.
Waitress
Honey Creek Inn
Rockford, MI
10.2019 - Current
- Handled cash transactions and processed payments efficiently.
- Trained new staff on service standards and restaurant procedures.
- Resolved customer complaints professionally and promptly.
Education
Business Administration With A Minor in Finance
Grand Valley State University
Allendale, MI05-2027
Skills
- Client relationship management
- Schedule management
- CRM software proficiency
- Client retention strategies
- Client profile building
Certification
- SIE Exam completed
Affiliations
- Volunteer yearly with our local Kids Food Basket. This includes preparing meals for kids in our community.
References
References available upon request.
Timeline
Client Relationship Manager
Ameriprise Financial
05.2023 - Current
Waitress
Honey Creek Inn
10.2019 - Current
Business Administration With A Minor in Finance
Grand Valley State University