Sara Yocum
Charlotte,NC
Summary
Expert in managing client relationships, driving long-term customer loyalty through effective issue resolution. Proven track record of enhancing customer satisfaction by addressing complex challenges. Adept at fostering collaborative team environments and promoting transparent communication across all organizational levels. Significant contributions to customer experience improvements through operational streamlining and service quality enhancements.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Client Relationship Manager/Office Manager
Ameriprise Financial
Naples, FL
03.2010 - 10.2024
- Trained and mentored new team members to boost customer service productivity and accuracy.
- Supported senior financial advisor in managing $300 million in assets.
- Fostered strong client relationships as primary contact for inquiries and account management.
- Resolved client issues while overseeing account openings and asset transfers efficiently.
- Executed daily securities trades with precision, ensuring timely execution.
- Developed compliance protocols to align with corporate regulations.
- Maintained comprehensive employee handbook to standardize operational practices.
- Managed payroll, health insurance, and all company expenditures effectively.
Client Service/Recruiter
Northwestern Mutual
Naples, FL
03.2007 - 03.2010
- Developed and implemented innovative recruiting strategies to attract diverse talent.
- Created robust talent pipeline for current and future openings.
- Searched databases and media advertisements to identify qualified candidates.
- Processed applications for life and disability insurance efficiently.
- Responded promptly to customer inquiries and complaints.
- Maintained strong relationships with clients to enhance satisfaction.
Client Service Manager
American Express Financial Advisors Inc.
Naples, FL
09.2001 - 03.2007
- Executed client appreciation events and educational seminars to enhance relationship-building efforts.
- Managed daily office operations, ensuring optimal functionality of supplies and resources.
- Delivered exceptional customer service, boosting overall client satisfaction significantly.
- Provided comprehensive administrative support, including scheduling meetings and managing calendars.
Education
Bachelor of Science - Business
Central Michigan University
Mount Pleasant, MI12-1999
Skills
- Interpersonal communication
- Client service orientation
- Organizational skills
- Problem-solving aptitude
- Conflict resolution
- Microsoft Office proficiency
- Salesforce CRM expertise
Certification
- General Securities License (Series 7)
Timeline
Client Relationship Manager/Office Manager
Ameriprise Financial
03.2010 - 10.2024
Client Service/Recruiter
Northwestern Mutual
03.2007 - 03.2010
Client Service Manager
American Express Financial Advisors Inc.
09.2001 - 03.2007
Bachelor of Science - Business
Central Michigan University
Similar Profiles
Brendan ClancyBrendan Clancy
Financial Advisor Assistant at Ameriprise Financial Jeffery J BurnsFinancial Advisor Assistant at Ameriprise Financial Jeffery J Burns
Pratibha BistPratibha Bist
Senior Administrative Assistant at Ameriprise FinancialSenior Administrative Assistant at Ameriprise Financial
Samuel JorgensonSamuel Jorgenson
Software Engineer at Ameriprise FinancialSoftware Engineer at Ameriprise Financial
ARNAB KUNDUARNAB KUNDU
Lead Software Engineer/Sr. Software Engineer at Lowes'sLead Software Engineer/Sr. Software Engineer at Lowes's
ALEX THINNESALEX THINNES
Sr. Product Manager, University Platform Products at University of PhoenixSr. Product Manager, University Platform Products at University of Phoenix