Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

PARTEEK S. KATYAL

Plainview,USA

Summary

Client-focused financial services professional with proven expertise in cultivating strong relationships, delivering exceptional client experiences, and supporting business growth initiatives. Adept at managing client service functions, executing operational and marketing strategies, and ensuring compliance with firm policies and procedures. Skilled at partnering with advisors and teams to drive client satisfaction, retention, and business development.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Client Relationship Specialist

Charles Schwab
06.2023 - Current
  • Serve as senior service team member providing coverage for Financial Advisors and teams, ensuring seamless client support and satisfaction.
  • Cultivate strong relationships with internal and external business partners, enhancing collaboration and service delivery.
  • Support advisors in enhancing client relationships by preparing for client meetings, tracking follow-ups, and ensuring timely execution of all service functions.
  • Provide backup coverage for client service associates, executing money movement transactions, responding to account inquiries, educating clients on digital tools, and processing orders as appropriate.
  • Maintain current knowledge of policies, procedures, and new platforms, sharing best practices across the service team.
  • Assist advisors in executing business plans by supporting marketing strategies, preparing reports, conducting research, and organizing client events (digital and in-person).
  • Partner with practice strategy consultants and branch management to identify growth opportunities and operational efficiencies.

Relationship Manager - Business Specialist

Bank of America Merrill Lynch
12.2021 - 05.2023
  • Managed and grew relationships with business clients, providing financial solutions and strategic advice.
  • Developed and executed marketing campaigns and client outreach strategies to increase client acquisition and retention.
  • Partnered with internal teams to ensure consistent client service and operational excellence.

Service Manager

Valley National Bancorp
01.2020 - 12.2021
  • Directed branch service operations, hiring, training, and supervising staff to meet business goals.
  • Delivered client solutions for banking needs, managed escalated service issues, and ensured compliance with operational policies.
  • Coordinated special marketing projects and loan processing support, contributing to business development and revenue growth.

Education

Business Management

SUNY Farmingdale
Farmingdale, NY

Skills

  • Client Relationship Management
  • Financial Planning Support
  • Business Development Strategy
  • Operational Efficiency
  • Team Leadership and Training
  • Compliance and Risk Mitigation
  • Digital Tools and Client Education
  • Multilingual: English, Punjabi and Hindi

Certification

  • SIE Exam
  • Notary Public

Timeline

Client Relationship Specialist

Charles Schwab
06.2023 - Current

Relationship Manager - Business Specialist

Bank of America Merrill Lynch
12.2021 - 05.2023

Service Manager

Valley National Bancorp
01.2020 - 12.2021

Business Management

SUNY Farmingdale

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