Ronda Sizemore
Summary
Accomplished Senior Registered Client Service Associate with a proven track record enhancing client satisfaction and streamlining operations for efficiency. Skilled in CRM tracking and fostering strong client relations, demonstrated through effective problem-solving and a positive attitude. Achieved significant improvements in client portfolio management and regulatory compliance, contributing to the firm's reputation for excellence. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
25
25
years of professional experience
Work History
District Agent
Modern Woodmen Of America
08.2021 - 03.2024
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
- Obtained client information by answering telephone calls.
- Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
- Established strong customer relationships, building recommendations and loyalty.
- Followed up on customers' inquiries to assess satisfaction with provided solutions.
Senior Registered Client Service Associate
Stifel Nicolaus
05.2013 - 08.2021
- Streamlined workflow for increased efficiency by implementing new procedures and organizational methods.
- Coordinated with financial advisors, ensuring accurate account setup, maintenance, and administration.
- Managed complex client portfolios, ensuring appropriate risk management strategies were employed.
- Ensured timely completion of assigned projects by establishing clear deadlines and managing workloads effectively.
- Organized seminars and events to strengthen relationships between clients, financial advisors, and the firm.
- Contributed to overall team success by actively participating in trainings, sharing knowledge with peers, and offering support when needed.
- Improved team collaboration by fostering open communication and providing constructive feedback to colleagues.
- Enhanced client satisfaction by addressing their inquiries and resolving issues promptly.
- Maintained strict adherence to regulatory requirements within daily operations thus mitigating potential risks.
- Provided exceptional customer service by responding quickly to requests, maintaining a professional demeanor at all times, and delivering accurate information consistently.
- Supported clients during onboarding processes, guiding them through documentation requirements and account setup procedures.
- Resolved any discrepancies in account statements or balances through thorough investigation and follow-up with relevant parties.
Senior Client Service Representative
Wells Fargo Advisors
10.2007 - 05.2013
- Facilitated the onboarding process for new clients, ensuring seamless transitions and positive first impressions.
- Navigated multiple software platforms simultaneously while assisting clients, increasing multitasking capabilities.
- Planned quarterly business reviews with clients to discuss performance metrics aiming at continuous improvement.
- Conducted thorough research to provide accurate answers to complex inquiries, demonstrating expertise in company offerings.
- Delivered consistent results under pressure by prioritizing tasks based on urgency and importance effectively managing workload.
Senior Registered Client Service Associate
A. G. Edwards
04.1999 - 10.2007
- Coordinated with financial advisors, ensuring accurate account setup, maintenance, and administration.
- Streamlined workflow for increased efficiency by implementing new procedures and organizational methods.
- Managed complex client portfolios, ensuring appropriate risk management strategies were employed.
- Maintained strict adherence to regulatory requirements within daily operations thus mitigating potential risks.
- Supported clients during onboarding processes, guiding them through documentation requirements and account setup procedures.
Education
High School Diploma -
Southeast Guilford High School
Greensboro, NC06.1985
Accredited Asset Management
College of Financial Planning
Online05.2004
Skills
- Problem-solving skills
- Positive Attitude
- Customer service and care
- Organizational Skills
- Goal-oriented mindset
- Customer Complaint Resolution
- Documenting information
- Call Management
- Critical Thinking
- Public Speaking
- Meeting Coordination
- Financial Document Preparation
- Travel Arrangements
- Microsoft Office
- Client Relations
- CRM Tracking
Enjoy spending time with my Grandson and family.
What I enjoy most is spending time with my grandson and family. Levi attends Faith Christian School in Ramseur. I find joy in taking him to and from school each day and am amazed at how much he has learned not only in the basics of education, but also in his love and knowledge of the Lord.
Timeline
District Agent
Modern Woodmen Of America
08.2021 - 03.2024
Senior Registered Client Service Associate
Stifel Nicolaus
05.2013 - 08.2021
Senior Client Service Representative
Wells Fargo Advisors
10.2007 - 05.2013
Senior Registered Client Service Associate
A. G. Edwards
04.1999 - 10.2007
High School Diploma -
Southeast Guilford High School
Accredited Asset Management
College of Financial Planning
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