Summary
Overview
Work History
Education
Skills
Timeline
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Patrycja A. Rochnowska

Naples,FL

Summary

Dynamic client services leader with a proven track record at Elite Business Solutions, driving a 20% increase in customer retention. Expert in relationship management and team development, I excel in enhancing client satisfaction and implementing strategic solutions that foster long-term partnerships. Committed to delivering exceptional results through innovative client success strategies.

Overview

18
18
years of professional experience

Work History

Director of Client Relations

Kushi Law Firm, P.A.
07.2022 - 03.2025
  • Successfully Conducted Consultations on behalf of the attorney for Estate Planning and Probate Prospective Clients with a consecutive 100% conversion rate. Resulting in a signed Engagement Agreement, and payment collected all within the first meeting.
  • Successfully scheduled the next steps for the client's process. Included Design meetings and Signing Ceremonies.
  • Reviewed the scope of work, deliverables, and timelines outlined in the agreement with clients. Addressing any questions or concerns the client may have to ensure a positive successful outcome.
  • Held weekly meetings with Community Partnerships, to increase leads and provide white glove service to current clients by connecting them with services they may need outside of law firm. Ex: Aging In Place, to expand service offerings and drive mutual growth opportunities for both parties involved.
  • Managed Community events, marketing and presentations.
  • Attended numerous business networking meetings/groups resulting in strong leads and referrals: Ex. Senior Blue Book, GROW, Rotary.
  • Established strong relationships with key clients, driving loyalty and long-term partnerships. By serving as the primary point of contact for key accounts, addressing concerns and providing timely solutions.
  • Led Client Relations department through periods of rapid growth by effectively managing resources during critical transitions or organizational changes within the firm.
  • Prepared Estate Planning Binders for client meetings, ensuring alignment with business objectives and successful deliverables.
  • Championed process improvements based on best practices from successful projects to continuously elevate overall departmental efficiency levels.
  • Created Estate Planning and Probate Process Guides and Recorded How to Videos to increase team productivity.
  • Developed Conversion Excel Spreadsheet to understand where the business leads are generated, included daily/weekly numbers and conversions of clients per estate/probate plan.
  • Managed CRM Software Hubspot and Actionstep for daily prospective and current client management reporting, client matter steps and effective marketing campaigns.
  • Increased customer retention through proactive issue resolution and regular followups. Conducted warm leads and cold call followups.
  • Completed opening and closing functions to meet operational needs

Client Services /Business Office Manager

Fifth Avenue Family Office
09.2014 - 06.2022
  • Provided high-level administrative and strategic support to the company's top executives, including the three partners and other C-level leaders.
  • Streamlined client onboarding processes and successfully managed client relationships.
  • Led team meetings to foster collaborative environment, improving cross-departmental communication and project outcomes.
  • Coordinated with IT department to resolve technical issues swiftly, minimizing downtime and maintaining operational continuity.
  • Developed and maintained strong relationships with vendors, negotiating contracts for cost savings and improved service quality.
  • Oversaw onboarding process for new employees, ensuring smooth integration into company culture and workflow.
  • Coordinated office events, boosting morale and enhancing skill sets across team. Including the Angel Fund member events.
  • Managed office staff PTO calendars and HR responsibilities.

Front Desk Client Services

Premier Executive Center
10.2009 - 04.2014
  • Prepared office spaces for prospective clients, managed furniture movers, and completed technology set up.
  • Conducted prospect tours for building manager of available suites.
  • Handled all planning of annual/monthly catered events for clients, providers and consultants.
  • Assisted with day-to-day operations, collected tenants rent & ran all payments for monthly/weekly/daily services. Deposited incoming checks into MorningStar software, prepared daily bank deposits, and input data for monthly reports.
  • Managed conference rooms for video conference meetings.
  • Managed vendors for daily building operations.

Project Manager

Floridakeys.com
02.2008 - 05.2009
  • Provided dedicated support to a diverse client base, Online Marketing for over 2,000 Florida Keys local businesses.
  • Right hand to Director of Marketing, Clinton Barras.
  • Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
  • Maintained a strong presence within the community; Business Guild, Chamber & Florida Keys Tourist Development Council.

Admin/Receptionist

Cooke Communications
09.2007 - 02.2008
  • Assist the Publisher & Accounting Department with daily & end of month procedures.
  • Greet local residents, clients and key community leaders for Advertising & Editorial Departments.
  • Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
  • Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.

Education

Microsoft Office 2016 Master Certification -

Florida Gulf Coast University
Online
11-2020

Associate of Science - Fashion Marketing

Miami International University of Art & Design
Miami, FL
01-2006

High School Diploma -

Key West High School
Key West, FL
01-2004

Skills

  • Relationship Management
  • Sales Support
  • Recruiting and Hiring
  • Staff Training
  • Team Development
  • Brand Awareness
  • Client Relationships
  • Customer Satisfaction

Timeline

Director of Client Relations

Kushi Law Firm, P.A.
07.2022 - 03.2025

Client Services /Business Office Manager

Fifth Avenue Family Office
09.2014 - 06.2022

Front Desk Client Services

Premier Executive Center
10.2009 - 04.2014

Project Manager

Floridakeys.com
02.2008 - 05.2009

Admin/Receptionist

Cooke Communications
09.2007 - 02.2008

Microsoft Office 2016 Master Certification -

Florida Gulf Coast University

Associate of Science - Fashion Marketing

Miami International University of Art & Design

High School Diploma -

Key West High School

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