Peggy Fitzgerald
Portland,OR
Summary
Dynamic Client Services Manager with extensive experience leading teams across multiple states. Known for fostering client relationships and improving service delivery, driving organizational success through strategic initiatives and effective communication.
Overview
11
11
years of professional experience
Work History
Trust Associate
Northwest Trustee & Management Services
Lake Oswego, Oregon
11.2024 - Current
- Managed multiple accounts concurrently, ensuring timely completion of tasks and adherence to deadlines.
- Maintained comprehensive transaction records for trusts under management, facilitating accurate reporting and compliance.
- Collaborated with Centers of Influence to address client needs and deliver expert trust administration support alongside trust officer.
- Collaborated with internal teams on projects related to trust administration.
- Drafted correspondence related to trusts, including letters of instruction, account statements and invoices.
- Pay bills for trust related expenses on behalf of beneficiaries.
- Executed special projects focused on managing unique assets for LLCs and real estate holdings.
Client Services Manager
Addison Avenue Investment Services
Hillsboro, Oregon
08.2022 - 10.2024
- Managed and supported a team of client associates across WA, OR, and ID for First Tech Federal Credit Union.
- Coordinated hiring, training, and onboarding of new team members to ensure team readiness and client service excellence.
- Supported high volume financial advisors as a back-up associate in onboarding accounts, managing money movement, and addressing servicing requests.
- Documented all client interactions in CRM, providing comprehensive insights into communication history and client needs.
- Worked closely with senior management on strategic initiatives aimed at improving client service delivery standards across the organization.
- Monitored team performance against established goals using various reporting tools.
- Resolved escalated client issues effectively, ensuring satisfaction while upholding professional standards.
Client Service Manager
Wells Fargo Private Bank
Seattle, Washington
08.2019 - 07.2022
- Led and supported team of trust associates across WA, OR, CA, NV, and AZ to enhance service delivery.
- Developed strong relationships with trust advisors and their associates by understanding their needs and providing solutions tailored to their requirements.
- Partnered with all internal lines of business in a full service financial institution environment, in prospecting new clients as well as maintaining existing relationships.
- Provided back-up support to advisors region-wide during service-related activities, ensuring seamless client support.
- Collaborated with operations and back office teams in regular meetings to ensure timely execution of client deliverables.
Trust Associate
Wells Fargo Private Bank
Tacoma, Washington
10.2014 - 07.2019
- Partnered with all wealth management team members on mutual clients relating to trust services.
- Supported team of trust advisors with account onboarding, money movement, and bill paying to enhance client service.
- Collaborated with back office trust administrators to ensure annual account reviews and timely processing of client requests.
- Provided administrative support to office market leader.
Education
Bachelor of Arts - Liberal Studies - Natural Science
California State University, Long Beach
Long Beach, CA05-2010
Skills
- Trust administration
- Wealth Management client support
- Client onboarding
- Compliance monitoring
- Account management
- Customer relationship management
Timeline
Trust Associate
Northwest Trustee & Management Services
11.2024 - Current
Client Services Manager
Addison Avenue Investment Services
08.2022 - 10.2024
Client Service Manager
Wells Fargo Private Bank
08.2019 - 07.2022
Trust Associate
Wells Fargo Private Bank
10.2014 - 07.2019
Bachelor of Arts - Liberal Studies - Natural Science
California State University, Long Beach