Michelle Raabe

Business Operations Manager, 10/2021 – Present

Business Administrator, 4/2012 – 10/2021

Senior Registered Client Associate, 11/2005 – 4/2012

Progressively promoted twice while employed here. Oversees daily business operations by analyzing processes, recommending and implementing process improvements, training new hires, documentation, etc.

• Point of contact for escalation issues and provides excellent customer service skills.
• Answers inquiries from internal staff related to product issues.
• Troubleshoots and resolves issues negatively impacting client experience.
• Listened to staff and customer issues and conflicts to deliver solutions, propel customer experiences.
• Implemented escalation procedures to effectively handle time-sensitive issues.
• Trained new hires, providing information and insight into corporate policies and procedures.
• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
• Worked in tandem with Regional Director, Client Service Manager and Supervisory Manager to better understand business process and initiate improvements, helping company achieve goals.
• Developed marketing campaigns for financial advisors.
• Generated various reports on account information, financial data, and more.
• Facilitated training at numerous branch locations to ensure best practices, compliance, etc.
• Prepared and planned audit activities
• Conducted monthly meetings on compliance and operations updates with staff.