MICHAEL FEENEY
Tampa,FL
Summary
Results-driven implementation specialist with over seven years of experience in enhancing client relationships and optimizing operational processes within the financial sector. Expertise in delivering tailored client services and improving back-office workflows by leveraging custodians such as Fidelity, Raymond James, RBC, Schwab, and Altruist, alongside platforms like Salesforce and Wealthbox. Proven track record in effective team management and administrative operations that consistently streamline client experiences and increase retention rates through strategic service model enhancements. Committed to driving operational excellence and cultivating long-term client partnerships while integrating paraplanning to support comprehensive financial solutions.
Overview
11
11
years of professional experience
Work History
Implementation Specialist
NIFTY Advisor Support
06.2025 - Current
- Collaborate with financial advisors to improve daily operational efficiency, elevate client service, and reinforce back-office processes.
- Leverage extensive experience across multiple CRMs to train advisors, streamline task completion, and design scalable company workflows.
- Support advisors with client communication, scheduling, administrative duties, and paraplanning tasks to ensure a smooth client experience.
- Utilize leading custodians such as Fidelity, Schwab, SEI, Altruist, and Betterment, and operate across platforms including Advyzon, Toggl, Wealthbox, Wavebox, Quivr, Salesforce, and PreciseFP.
- Provided ongoing support for clients, troubleshooting issues and ensuring seamless software functionality.
- Managed multiple implementation projects concurrently, maintaining strict deadlines without compromising quality or scope.
- Developed strong relationships with clients and advisors, fostering trust and confidence in the implementation process.
Director of Client Experience
Benedetti Gucer & Associates
06.2023 - 07.2024
- Spear-headed Client Care Desk: proactively engaging with clients to boost advisor-client relationships
- Implemented customized services across departments, tailoring solutions for 401(k) reporting, and non-model/model-based trading.
- Collaborated closely with clients to identify optimal solutions tailored to their needs, while also proactively engaging with clients to mitigate potential dissatisfaction.
- Acted as a point of escalation for both advisors and clients, facilitating solutions and providing effective pathways to success.
- Led client onboarding initiatives to enhance service experience and retention.
- Enhanced client retention by refining service models and improving transaction processes.
Senior Onboarding Specialist
International Assets Advisory
02.2018 - 04.2023
- Responsible for onboarding and integration of 100+ advisors. Tracking, promoting quality assurance, organization standards, process training, and expertise in regulatory procedures defined by the SEC and FINRA
- Communicated with a back-office team of 40+ triaging client needs to ensure 100% satisfaction
- Identified and implemented department-wide process improvements resulting in increases in daily productivity
- Operated Black Diamond, Docusign, Zoom, and Docupace software to provide effective solutions to advisors in 40+ domestic and international regions
- Performed Background Checks, first impression calls, and interviews with clients and back office staff
- Experienced in providing one-on-one and group technical support with clients on various platforms offered through firm. utilizing conference calls, Zoom meetings, Microsoft Teams, and e-mail.
- Provided administrative support for company website, managing and correcting form templates and troubleshooting client issues and inquiries
- Utilized Microsoft 365 tools on a day to day basis. with emphasis on Outlook, Excel, Teams, and Word
Attractions Team Trainer
Universal Orlando Resort
01.2017 - 02.2018
- Provided excellent customer service and accommodations for 20+ MM annual visitors at a Fortune 500 company
- Delivered training to new employees to ensure mastery of hospitality services, safety practices, and company policies
- Conducted performance reviews and one-on-one coaching for new employees to increase team synergy and morale
- Partnered with 25,000+ employees to meet the needs of guests by translating questions, needs, and concerns
Outside Sales Representative
Massey Services
02.2015 - 12.2016
- Facilitated sales contracts of $200+ MM optimizing individual service plans and long-term retention strategies
- Generated 100+ prospective clients by leveraging client networks and word-of-mouth marketing to increase sales
- Demonstrated professional communication by providing excellent customer service and routine personal visits
Education
A.S -
Seminole State College
01.2017
Skills
- Team leadership
- Employee relations and engagement
- Client relationship management
- Client engagement and optimization
- Financial process optimization
- Office management
- Project oversight
- Process optimization expertise
- Software implementation
- Issue resolution
Timeline
Implementation Specialist
NIFTY Advisor Support
06.2025 - Current
Director of Client Experience
Benedetti Gucer & Associates
06.2023 - 07.2024
Senior Onboarding Specialist
International Assets Advisory
02.2018 - 04.2023
Attractions Team Trainer
Universal Orlando Resort
01.2017 - 02.2018
Outside Sales Representative
Massey Services
02.2015 - 12.2016
A.S -
Seminole State College