RISE SPIEGEL
Helfinstine Wealth Management / Ameriprise
Prescott,AZ
1
Certification
12
years of professional experience
Customer-focused professional with extensive experience building strong, lasting relationships and providing attentive, personalized service. A strong communicator with a passion for fashion, helping customers, and understanding individual needs and preferences. Brings exceptional attention to detail, problem-solving abilities, professionalism, and organizational skills to every customer interaction. Experienced in working with the public, handling multiple priorities, communicating by phone and in person, and creating positive experiences that encourage customer loyalty and repeat business. Enthusiastic about applying relationship-building skills and passion for fashion in a sales position with Dillard’s.
Professional relationship specialist with track record of enhancing client satisfaction and retention. Background in developing strategic plans and successfully implementing client-centric initiatives. Known for collaborative approach and adaptability in dynamic environments, leveraging skills in communication and problem-solving to drive results.
Work History
Executive Assistant and Client Relationship Professional
11 Months- Managed daily correspondence, reports, presentations, expense reporting, and confidential client documentation to ensure smooth operations.
- Acted as the primary point of contact for over 200 clients, providing professional and responsive support.
- Coordinated account transfers, required minimum distributions, new account openings, and other client service activities to enhance client satisfaction and streamline processes.
- Supported financial brokerage services and assisted with trade-related requests.
- Handled high-volume phone communication, fostering a friendly, professional client experience.
- Organized competing priorities and ensured time-sensitive work was completed accurately and efficiently.
Administrative Professional and Sales Support Assistant
5 Months- Provided administrative, customer service, and sales support to clients and prospective clients.
- Responded to a high volume of telephone inquiries and provided accurate, professional information.
- Supported sales activities, follow-up communication, documentation, and client service processes.
- Maintained a professional and service-focused experience for customers and business partners.
Administrative Professional and Client Relationship Manager
1 Year 1 Month- Managed relationships for a portfolio of 75 small to mid-sized company retirement plans.
- Consulted with clients regarding plan administration, plan design, benefits programs, and operational requirements.
- Served as a trusted advisor and primary contact for clients, advisors, and sales managers.
- Responded to questions regarding procedural, regulatory, and compliance matters.
- Prepared daily correspondence, monthly reports, presentations, and expense reports.
- Performed account reconciliation and maintained accurate client and operational records.
- Coordinated multiple client deliverables, deadlines, and projects while maintaining a high level of service.
- Identified client needs and recommended appropriate administrative and operational solutions.
Regional Service Director – West
1 Year 1 Month- Led and coached four teams of managers and service consultants supporting more than 3,000 clients.
- Assessed team capabilities, workload requirements, and performance needs to support effective service delivery.
- Developed relationships with major clients, advisors, and key business partners.
- Managed teams against regulatory deadlines, performance goals, and key performance indicators.
- Provided operational leadership and organizational support to teams serving clients with assets of up to $100 million.
- Promoted a high-touch, highly communicative service culture focused on client satisfaction and retention.
- Responded to complex client and advisor questions involving retirement plan procedures and regulations.
- Participated as a leader on the Net Promoter Score Committee, supporting customer experience improvements.
- Coached managers and service consultants to improve performance, communication, accountability, and professional development.
Director
6 Years 1 Month- Led a multi-state Taft-Hartley pension and trust administration organization through a significant period of growth and development.
- Managed critical business functions, operational priorities, performance metrics, budgets, and client service standards.
- Supported organizational staffing, team development, accountability, and process improvement initiatives.
- Prepared written reports, executive communications, expense reports, monthly reports, and presentations.
- Presented regularly to boards of directors and senior stakeholders.
- Managed financial goals and operational budgets while maintaining service quality and organizational effectiveness.
- Coordinated cross-functional priorities and ensured projects and regulatory requirements were completed accurately and on time.
- Built productive relationships with clients, board members, employees, advisors, and other stakeholders.
Chief Operating Officer
1 Year 7 Months- Held overall financial and operational responsibility, including budgeting, income statements, organizational planning, and performance management.
- Led corporate and organizational change initiatives aligned with business goals and leadership expectations.
- Developed tactical business plans, operational goals, products, processes, and accountabilities.
- Supported organizational integration following acquisitions, including structure, processes, responsibilities, and team alignment.
- Implemented strategic plans that improved profitability by at least 10%, achieving a 15% increase in the first year.
- Evaluated business needs and developed practical solutions to improve efficiency, accountability, and employee effectiveness.
- Partnered with leadership and stakeholders to align people, processes, and business objectives.
Regional Marketing Director, Pacific/West
6 Months- Managed regional relationships with third-party administrators and business partners.
- Supported partner organizations in developing and implementing products, services, and operational procedures.
- Collaborated with sales teams and advisors to identify business needs and support growth initiatives.
- Provided training, guidance, communication, and relationship management to professional audiences.
- Helped clients and advisors improve their business operations and expand their use of company products and services.
Education
Skills
Customer Service and Relationship Manager
Strong Communication and Listening Skills
Personalized Customer Assistance
Solid Experience in Quick Development of Lasting Relationships
Sales and Customer Loyalty
Problem Solving and Attention to Detail
Organization & Multitasking
Professional and Friendly Customer Interaction
Team Collaboration
Administrative support
Office management
Strong problem solver
Schedule & calendar planning
Office administration
Meticulous attention to detail
Information confidentiality
Customer Service-oriented
Customer service
Expense reporting
Scheduling
Interpersonal communication
Professional and mature
Travel coordination
Meeting planning
Staff management
Project management
Business administration
Phone etiquette
Resourceful
Conflict management
Affiliations
- Previous Voting Board Member, International Foundation of Employee Benefit Plans
- Member, National Institute of Pension Administrators (NIPA)
Certification
Accredited Pension Administrator (APA)
Professional Value
- Senior-level experience evaluating organizational needs and improving business performance
- Strong background in client and stakeholder communication
- Proven ability to lead, coach, and develop teams
- Experienced in coordinating complex processes, deadlines, and confidential information
- Skilled at translating business needs into practical staffing, operational, and service solutions
- Professional, detail-oriented, responsive, and highly organized approach to consulting and hiring support
Personal Information
Title: Retail Sales & Customer Relationship Manager
Timeline
Executive Assistant and Client Relationship Professional
Helfinstine Wealth Management / Ameriprise
07.2025 - 06.2026Read More
Administrative Professional and Sales Support Assistant
Davidson’s, Inc.
02.2025 - 07.2025Read More
Administrative Professional and Client Relationship Manager
July Business Services, Inc.
10.2023 - 11.2024Read More
Regional Service Director – West
FuturePlan by Ascensus
09.2022 - 10.2023Read More
Director
Ironworker Employees Benefit Corporation
03.2016 - 04.2022Read More
Chief Operating Officer
QBI, LLC
07.2014 - 02.2016Read More
Regional Marketing Director, Pacific/West
John Hancock Financial Services
01.2014 - 07.2014Read More
Foothill High School
Read More