Richard Ward III
Phoenix,AZ
Summary
Proven leader in client service and operational efficiency at Ameriprise Financial Services, LLC, enhancing client retention and streamlining operations. Skilled in CRM software and demonstrating exceptional organizational proficiency, I've significantly contributed to team success and client satisfaction. My experience includes mentoring staff and driving process improvements, showcasing a goal-oriented mindset and professionalism.
Overview
11
11
years of professional experience
Work History
Lead Registered Client Service Associate
Ameriprise Financial Services, LLC
2024.03 - Current
- Contributed to team success by collaborating effectively with colleagues, sharing knowledge and assisting with projects as needed, both on a regional and national level.
- Streamlined advisor's practice operations for better efficiency, managing calendars and scheduling appointments.
- Increased client retention rate by proactively monitoring accounts for potential issues, contacting clients when necessary.
- Provided exceptional customer service through clear communication and active listening, resolving issues quickly and professionally.
- Built long lasting relationships with clients by listening, offering insight and being valuable resource.
Registered Client Service Associate
Ameriprise Financial Services, LLC
2021.01 - 2024.03
- Improved productivity by creating organizational systems for files and records management within the department.
- Managed tasks efficiently during periods of high volume or tight deadlines without compromising quality or attention to detail.
- Expedited the preparation of client meetings by gathering relevant materials ahead of time, facilitating smooth interactions between advisors and their clients.
Client Service Associate
Ameriprise Financial Services, LLC
2018.10 - 2020.12
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
- Participated in training programs to stay current on industry trends and enhance skills necessary for successful client interactions.
Retail Operations Specialist
Vanguard
2016.08 - 2018.08
- Championed process improvements initiatives across the store, leading to increased operational efficiency and reduced overhead costs.
- Mentored junior staff members, empowering them to take on additional responsibilities and grow within the company.
- Trained and guided new hire team members to maintain high productivity and performance metrics.
Assistant Store Manager
Sedona Running Company
2014.03 - 2016.05
- Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Assisted the Store Manager in analyzing sales data to identify trends and make informed decisions for improving overall store performance.
Education
Bachelor of Science - Business Adminstration And Marketing
William Jessup University
Rocklin, CA05.2010
Skills
Time Management
Organizational proficiency
Goal-oriented mindset
Professionalism and Discretion
CRM software proficiency
Sales Support Experience
Timeline
Lead Registered Client Service Associate
Ameriprise Financial Services, LLC
2024.03 - Current
Registered Client Service Associate
Ameriprise Financial Services, LLC
2021.01 - 2024.03
Client Service Associate
Ameriprise Financial Services, LLC
2018.10 - 2020.12
Retail Operations Specialist
Vanguard
2016.08 - 2018.08
Assistant Store Manager
Sedona Running Company
2014.03 - 2016.05
Bachelor of Science - Business Adminstration And Marketing
William Jessup University
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