Rebecca Ebat
Spokane Valley,WA
Summary
Resourceful Account Manager with excellent client oversight, issue resolution and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level stock cycle knowledge and strong collaborative skills leading to optimum outcomes.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Client Services Administrator
Pinkerton Retirement Specialist, LPL Financial
2002.06 - 2024.03
- Enhanced client trust and satisfaction by effectively managing their financial assets and providing personalized solutions.
- Developed comprehensive trust strategies for clients, resulting in increased asset retention and growth.
- Managed complex trust accounts, ensuring proper administration and compliance with legal requirements.
- Collaborated with internal teams to develop customized wealth management solutions for high net worth clients.
- Streamlined processes for account openings and closings, improving efficiency and reducing errors.
- Provided exceptional customer service, addressing client concerns promptly and thoroughly.
- Conducted annual reviews of trust accounts to ensure continued alignment with client objectives and risk tolerance levels.
- Identified new business opportunities through networking events and referrals from existing clients, contributing to overall growth of the firm.
- Supported fiduciary litigation matters by gathering necessary documentation and working closely with legal counsel.
- Collaborated with cross-functional teams to analyze market trends and identify potential investment opportunities.
- Worked with clients and finance companies to find optimal solutions for financing.
- Managed a team of stock market analysts, ensuring accurate and timely research results for clients.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Discussed financial options with clients and provided informed suggestions.
- Reduced trade errors by implementing strict monitoring procedures and providing ongoing feedback to team members.
Education
Bachelor of Arts - Business
Whitworth University
Spokane, WA05.1999
Skills
- Data Gathering
- Financial Reporting
- Securities Trading
- Coaching and Mentoring
- Customer Service
- Strategic Planning
- Revenue Growth
- Customer Relationship Management (CRM)
- Trend forecasting
- Stock market understanding
- Analytical Thinking
- Equity research
Certification
- Accredited Financial Counselor (AFC), Series 7
- Certified Estate and Trust Specialist (CES)
- Certified Fund Specialist (CFS)
Hobbies
Watercolor Painting and study, reading, walking, and bowling.
Timeline
Client Services Administrator
Pinkerton Retirement Specialist, LPL Financial
2002.06 - 2024.03
Bachelor of Arts - Business
Whitworth University
- Accredited Financial Counselor (AFC), Series 7
- Certified Estate and Trust Specialist (CES)
- Certified Fund Specialist (CFS)
Similar Profiles
Daniel BealDaniel Beal
Technical & System Administrator at Pinkerton Retirement SpecialistTechnical & System Administrator at Pinkerton Retirement Specialist
Teresa DiLorenzoTeresa DiLorenzo
President/Branch Manager at Distinctive Financial Services/LPL FinancialPresident/Branch Manager at Distinctive Financial Services/LPL Financial
Nico Delucia GarganoNico Delucia Gargano
Office Manager at Empire Financial Advisors, LPL FinancialOffice Manager at Empire Financial Advisors, LPL Financial