Samantha Khalil
Project Manager
Omaha,NE
Summary
Dynamic Senior Advisor Specialist at Mutual Securities with a proven track record in enhancing client satisfaction by 40%. Expert in project coordination and relationship building, I have successfully mentored teams and optimized operational processes, driving efficiency and delivering exceptional advisory services. Committed to fostering strong partnerships and achieving strategic goals.
Overview
8
8
years of professional experience
Work History
Senior Advisor Specialist
Mutual Securities
Omaha, NE
03.2022 - Current
- Cultivate and maintain professional relationships with 25 different financial advisors on a weekly basis.
- Collect accurate information by coordinating with different financial companies.
- Carry out diverse range of administrative services including clerical, support services, mail distribution, and telecommunications for 25 financial advisors.
- Prepare training materials for new employees, while updating advisors as new legislation.
- Increased client satisfaction up to 40% during processing request for brokerage accounts through CRM program.
- Assisted RIAs from across the country in transitioning over to IAR platform.
- Mentored team to support over 20 financial advisors and thousands of clients.
- Optimized daily client experience up to 30% by evaluating project specific data.
- Oversaw quarterly billing for $350M financial RIA.
- Managed million dollars of money movements each year for clients.
- Automated CRM templates to decrease discrepancies and error.
- Built over 30 procedures to improve client satisfaction and team efficiency.
- Experienced in interacting with advisors and individual clients regarding financial data and changes across a multitude of financial firms.
Operations Representative
TD Ameritrade
Omaha, NE
01.2018 - 01.2022
- Identified career growth opportunities by scheduling quarterly meetings with management.
- Managed team meetings, and discussed metrics from previous day and advice for coming week.
- Improved client satisfaction and streamline processing by analyzing daily topics and projects assigned by management.
- Increased productivity time between different deposit queues up to 25% by identifying / resolving key issues.
- Examined deposits and disbursements from client's account; saved 10 hours per week on reprocessing.
- Minimized client complaints up to 15% each quarter by providing alternatives to client's concerns.
Education
Master of Business Administration - Omaha, NE
University of Nebraska at Omaha (UNO)
Omaha, NE12.2021
Bachelor of Science - Finance, International Business, Legal Studies
University of Nebraska at Omaha (UNO)
Omaha, NE12.2018
Skills
- Project coordination
- Advisory Services
- Operational enhancement
- Advanced administrative assistance
- Operational finance management
- Analytical expertise
- Training and mentorship
- Client Relationship Management
- Organizational development
- Strategic planning
- Report generation
- Relationship building
Timeline
Senior Advisor Specialist
Mutual Securities
03.2022 - Current
Operations Representative
TD Ameritrade
01.2018 - 01.2022
Master of Business Administration - Omaha, NE
University of Nebraska at Omaha (UNO)
Bachelor of Science - Finance, International Business, Legal Studies
University of Nebraska at Omaha (UNO)