Rebecca Wisenbaker
Matthews,,NC
Summary
Accomplished Operations Manager with a proven track record at Cordian Wealth, Ameriprise Financial LLC, enhancing client satisfaction and fostering business growth. Skilled in problem-solving and operational efficiency, adept at planning and implementing strategies that improve customer service and compliance. Spearheaded marketing initiatives and managed multiple projects, demonstrating exceptional organizational and interpersonal abilities.
Overview
14
14
years of professional experience
Work History
Operations Manager
Cordian Wealth, Ameriprise Financial LLC
12.2014 - 08.2024
- Nurtured long-term relationships with clients, fostering loyalty and business growth opportunities.
- Enhanced client satisfaction by addressing concerns and providing solutions.
- Collaborated with cross-functional team members for better service delivery and client experience.
- Maintained client GSF and scheduled accordingly.
- Created client forms as indicated by advisor, handled incoming funds and money movement requests.
- Managed multiple projects simultaneously, ensuring timely completion and high-quality outcomes.
- Compliance Retention - Remained current with all regulations and requirements from FINRA and SEC impacting business.
- Tracked advisors credentials and licensing renewal dates to proactively schedule CE courses.
- Compared and compiled life and disability insurance quotes for client considerations.
- Marketing Team Lead - website maintenance, press releases, leveraged Marketing on Demand, client event coordinator, National Day of Service and procurement of company logo items.
- Data Collection for client financial plans. Publish in NaviPlan and close-off in Online File Manager.
Client Service Manager
Robert Wisenbaker, Ameriprise Financial LLC
06.2010 - 12.2014
- Created client support strategies to increase retention.
- Kept current with clients by proactively reaching out to them.
- Took ownership of customer issues and followed problems through to resolution.
- Assisted in organizing and overseeing assignments to drive operational excellence.
Education
Associate of Science -
Central Piedmont Community College
Charlotte, NCInsurance Producer -
Kaplan College
Charlotte, NC2011
Skills
- Planning and Implementation
- Client Service
- Problem-Solving
- Operational Efficiency
Technical Skills
- Ameriprise CRM/Salesforce/Client Viewer
- Thompson Trading platform
- NaviPlan
- Online File Manager
- Marketing on Demand
- DBS & Riversource insurance quoting platforms
- Microsoft Office 365
Timeline
Operations Manager
Cordian Wealth, Ameriprise Financial LLC
12.2014 - 08.2024
Client Service Manager
Robert Wisenbaker, Ameriprise Financial LLC
06.2010 - 12.2014
Associate of Science -
Central Piedmont Community College
Insurance Producer -
Kaplan College
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