Nicholas Rizzo
Eden Prairie,MN
Summary
Result-driven Practice Manager with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Practice Manager
Ameriprise Financial
06.2021 - 06.2024
- Enhanced staff productivity by providing comprehensive training programs and regular performance evaluations.
- Developed strong relationships with clients, ensuring a high level of care and satisfaction throughout their experience.
- Enhanced client satisfaction by effectively addressing and resolving inquiries in a timely manner.
- Managed a portfolio of clients, ensuring timely delivery of services and maintaining strong professional relationships.
- Assisted in retention of high-value clients through proactive communication and exceptional service delivery.
Client Service Associate
Morgan Stanley
06.2024 - Current
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
Front End Supervisor
Lowe’s Home Improvement
04.2019 - Current
- Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
- Streamlined the checkout process for improved customer experience and reduced wait times.
- Ensured accuracy in cash handling, minimizing discrepancies and maintaining balanced registers.
- Mentored new cashiers, providing training that increased productivity.
- Enhanced customer satisfaction by effectively managing front-end operations and addressing customer concerns promptly.
Customer Service Professional II
Ameriprise Financial
08.2019 - 10.2020
- Enhanced customer satisfaction by addressing and resolving complaints promptly and professionally.
- Streamlined call center operations for improved efficiency and reduced wait times.
- Maintained high-quality service standards by adhering to company policies and procedures.
- Increased customer loyalty with personalized support and assistance in selecting suitable products or services.
Wealth Management Associate
AdviceOne LLC
05.2018 - 04.2019
- Enhanced client satisfaction by delivering personalized wealth management solutions and strategies.
- Implemented comprehensive financial plans for high-net-worth clients to optimize their portfolios.
- Streamlined operational processes, significantly reducing turnaround time for client requests and transactions.
- Collaborated with team members to develop tailored investment strategies, resulting in increased client retention rates.
Education
Bachelor Of Economics -
University of Connecticut
Storrs, CT05.2018
Skills
- Client consulting
- Staff Management
- Marketing
- Financial Planning
- Account updating
- Product Knowledge
- Report Generation
- Microsoft 365
- Time Management
- Project Management
- Workflow Management
- Policy and procedure development
Certification
SIE
Life, Accident & Health
MN Notary
Timeline
Client Service Associate
Morgan Stanley
06.2024 - Current
Practice Manager
Ameriprise Financial
06.2021 - 06.2024
Customer Service Professional II
Ameriprise Financial
08.2019 - 10.2020
Front End Supervisor
Lowe’s Home Improvement
04.2019 - Current
Wealth Management Associate
AdviceOne LLC
05.2018 - 04.2019
Bachelor Of Economics -
University of Connecticut
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