Summary
Overview
Work History
Education
Skills
Timeline
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Sofia Marroquin

Chicago,IL

Summary

Dedicated professional with experience in high-touch client management and administrative, operational support in an entrepreneurial and financial advisory business model. A diligent problem solver who reviews all relevant data and asks the right questions to identify issues and make strategic recommendations. Client focused, proving the best solutions in the Financial Industry. Managing time effectively and making the most of technical resources. Cultivating new engagements and strategies for optimal delivery of service. Versatile Business Development Associate highly effective at generating leads, developing pipelines and closing sales. Offering [Number]+ years of identifying new revenue streams and potential clients to meet growth objectives. Thrives on challenge and competition. High-achieving Business Development Representative bringing expertise in marketing, sales and operations. Consults with customers, builds strong relationships and increases sales numbers.

Overview

12
12
years of professional experience

Work History

Business Development Consultant

Provisio Partners
12.2023 - Current
  • Met with current clients to assess needs and develop improvement plans.
  • Led proposal development efforts, winning multiple high-value contracts for the company.
  • Arranged potential client contacts, cultivated relationships, and followed through all service needs.
  • Elevated client engagement levels through regular communication updates and strategically planned touchpoints.
  • Leveraged CRM tools to effectively manage leads, ensuring timely follow-up and improved conversion rates.
  • Mentored junior team members, cultivating a culture of continuous improvement within the organization.

Client Service Manager

CIBC Private Bank
01.2022 - 01.2023
  • Drive the Development of, maintenance and adoption of standard procedures
  • Perform root cause analysis and execute results for operational problems
  • Working independently and with team in multiple projects with various partners throughout the industry to deliver the best client experience
  • Assist and support the training new associates, able to cross-train in daily functions and task responsibilities
  • Expertise in both regional and global business optimization initiatives by identifying opportunities for improvement within existing applications and technology
  • Trade Support and Reconciliation
  • Drive the engagement of other partners as appropriate to solve client inquiries/issues
  • High level operational executions and development, and implementation of strategic direction of business
  • High level support of comprehensive, in-depth consulting, support and leadership to the team and business partners
  • Ensuring the highest level of service for the quality of on significant business decisions and responsible for multiple projects of various complexities
  • Executing a seamless on-boarding experience for existing and new clients.

Client Service Associate

Citigroup Global Markets
01.2018 - 01.2021
  • Provide sales and service support to financial advisory team in the Northshore
  • Generating Strategic Solutions for the practice
  • Implementing organization functions and processes to engage top performing results
  • Maintain and help grow portfolios of high-net-worth individuals
  • Generate and process paperwork for new accounts in a timely manner
  • Adhere to operational controls to ensure the safety and security of client and firm assets
  • Create and maintain files to meet regulatory requirements and record keeping necessary to support sales and existing clients
  • Execute daily client and advisor requests, including asset movement processing, journals, wire transfers and EFTs
  • Carry out AML/KYC process for existing and new clients
  • Create new and renewal of Client Management Proposals
  • Prepare seminars for existing and new clients
  • Gathering tax Information for clients and assisting with tax reporting
  • Assist with quarterly billing and performance reporting
  • Execute travel itinerary’s & Expenses for the Team.

Sales Manager

Citibank
01.2015 - 01.2018
  • Analyzed client financial information to determine strategies for meeting their financial objectives
  • Monitored client accounts on a regular basis to determine a need for change based on economic factors or life changes
  • Communicated with clients and resolved service issues
  • Collaborated with senior managers to identify and implement management objectives
  • Defined data requirements based on firm policies
  • Gathered and validated information through best practices and statistical tests
  • Directed and coordinated activities involving the sale of products and services
  • Planned and directed staffing, training and performance evaluations to develop and control sales and service programs.

Universal Banker

PNC
01.2012 - 01.2015
  • Obtained and processed information required for the provision of services, such as account opening, savings plans, and purchasing bonds
  • Explained, promoted and sold products and services such as travelers' checks, savings bonds, money orders, and cashier's checks, based on client needs
  • Resolved service issues and discrepancies related with client accounts.

Education

BBA - Finance

Northeastern Illinois University
Chicago, IL
06.2015

Skills

  • Competitive Analysis
  • Account development
  • CRM Management
  • Data Analytics
  • Industry Networking
  • Business process improvement
  • Prospect management
  • Lead Generation
  • Lead Development
  • Pipeline Maintenance
  • Account Management
  • Client Relationship Management

Timeline

Business Development Consultant

Provisio Partners
12.2023 - Current

Client Service Manager

CIBC Private Bank
01.2022 - 01.2023

Client Service Associate

Citigroup Global Markets
01.2018 - 01.2021

Sales Manager

Citibank
01.2015 - 01.2018

Universal Banker

PNC
01.2012 - 01.2015

BBA - Finance

Northeastern Illinois University

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Sofia Marroquin