Ryan Gilbert
Summary
Results-driven Client Relationship Manager skilled in analyzing client needs and implementing tailored solutions in financial services. Adept at managing service requests and enhancing digital product adoption to ensure seamless client experiences and long-term engagement.
Overview
9
9
years of professional experience
Work History
Participant Relationship Manager
Morgan Stanley Smith Barney LLC
10.2024 - Current
- Educated clients on digital equity compensation platforms, including enrollment and account administration.
- Supported payments, share transfers, and account servicing to enhance client experience.
- Built trusted client relationships through consultative conversations and tailored solutions.
- Partnered with operations and internal teams to resolve complex service issues efficiently.
- Analyzed client needs to recommend solutions that promote product adoption and engagement.
Plumbing Technician
Custom Home Services Plumbing
03.2020 - 10.2024
- Installed plumbing systems in residential and commercial properties.
- Diagnosed and resolved complex residential plumbing issues, delivering exceptional customer service.
- Established strong client relationships through consistent communication and service. through effective communication and dependable service.
Managerial Assistant
Caring Critters Animal Hospital
01.2018 - 10.2024
- Managed payroll support, invoicing, accounts receivable, bank deposits, and monthly reconciliations to ensure accurate financial reporting using QuickBooks Online.
- Assisted with daily business operations and financial recordkeeping to maintain operational efficiency and support management decisions.
Education
Bachelor of Science - Finance
Grand Canyon University
Phoenix, AZ04-2023
Skills
- Digital product management
- CRM software: Salesforce
- Client relationship management
- Customer success strategies
- Consultative selling techniques
- Cross-functional collaboration
- Analytical problem solving
- Financial reporting
- Microsoft Office Suite
- FINRA SIE Exam
Timeline
Participant Relationship Manager
Morgan Stanley Smith Barney LLC
10.2024 - Current
Plumbing Technician
Custom Home Services Plumbing
03.2020 - 10.2024
Managerial Assistant
Caring Critters Animal Hospital
01.2018 - 10.2024
Bachelor of Science - Finance
Grand Canyon University