Michelle Woodson
Wolfe City,TX
Summary
Experienced Client Services Manager with a strong background in relationship management and client onboarding at Five Star Advisor Partners, LLC. Skilled in leveraging Redtail CRM and AdviceWorks to optimize service delivery and ensure compliance. Proven track record of resolving complex issues and driving results, leading to significant improvements in client retention and satisfaction. Dedicated to fostering partnerships and enhancing customer experiences in a dynamic environment.
Overview
14
14
years of professional experience
Work History
Client Services Manager
Five Star Advisor Partners, LLC
Richardson, TX
08.2019 - Current
- Built and maintained client relationships to enhance satisfaction and retention.
- Executed client onboarding procedures to facilitate smooth transitions.
- Established new advisory and brokerage accounts in AdviceWorks.
- Ensured compliance with required RMDs for all applicable clients.
- Prepared reports and materials for effective client meetings.
- Processed and reconciled transactions with precision and accuracy.
- Resolved customer service issues promptly to maintain trust and reliability.
- Maintained detailed records in Redtail system to support operational efficiency.
Operations Support
Avantax Wealth Management
07.2014 - 08.2019
- Perform a variety of tasks related to cash transactions and process moderately complex securities related paperwork.
- Research and resolve routine issues related to cost basis. Cover all commercial banking services and perform general office duties.
- Process and reconcile transactions, process asset and/or money movement requests.
- Review all paperwork received to ensure acceptability of the documents.
General Support Consultant
HD Vest Financial Services
Irving, Texas
01.2013 - 07.2014
- Ensured internal and external customer satisfaction by identifying client needs and providing tailored solutions.
- Acted as a resource for Financial Advisors by answering general information calls and researching client brokerage accounts to enhance service delivery.
- Worked with Financial Advisors on the generation of complete and accurate detailed brokerage paperwork for sales execution.
- Supplied Financial Advisors with requested documentation to support sales and marketing strategies.
- Collaborated with internal teams to effectively resolve client issues.
- Documented client interactions and solutions in the support database.
- Maintained up-to-date knowledge of industry regulations and compliance standards.
Education
Bachelor of Science - Fashion Merchanding
Texas State University
San Marcos, TXSkills
- Redtail CRM
- AdviceWorks
- Envestnet
- My Advice Architect
- SmartVault
- Microsoft Office Suite
- Microsoft Teams
Other Data
Over 13 years in Brokerage Operations. Over 20 years of financial and customer service experience serving as Bank Teller, Assistant Head Teller, Member Service Representative, Corporate Banking and Brokerage Firms. Proficient in Microsoft Office, SmartVault, Redtail CRM, AdviceWorks, Envestnet, My Advice Architect, and Teams. Community Service with the Allen Police Department
Timeline
Client Services Manager
Five Star Advisor Partners, LLC
08.2019 - Current
Operations Support
Avantax Wealth Management
07.2014 - 08.2019
General Support Consultant
HD Vest Financial Services
01.2013 - 07.2014
Bachelor of Science - Fashion Merchanding
Texas State University