Summary
Overview
Work History
Education
Skills
Timeline
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Steven A. Riter

Buffalo,NY

Summary

Dynamic Wealth Client Manager at Wilmington Trust with a proven track record in client services and relationship building. Expert in strategy development and account management, enhancing client satisfaction through tailored solutions. Successfully streamlined processes, resulting in improved efficiency and retention of a diverse client portfolio. Strong analytical problem solver committed to exceeding team goals.

Overview

16
16
years of professional experience

Work History

Wealth Client Manager

Wilmington Trust
12.2009 - Current
  • Delivered exceptional customer service by proactively anticipating client needs and providing tailored solutions.
  • Established trust with clients through consistent follow-up and a commitment to understanding their unique business needs.
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Implemented new processes to streamline workflow and improve overall efficiency within the team.
  • Organized daily workflow and assessed appropriate staffing to provide optimal service.
  • Partnered with business leaders to deliver services that support company objectives and consistent with corporate values.
  • Collaborated with cross-functional teams to identify opportunities for growth and expansion of services offered.
  • Trained new employees on company policies, procedures, and best practices, ensuring seamless integration into the team dynamic.
  • Managed a diverse portfolio of clients, ensuring optimal results by tailoring strategies to individual needs.
  • Enhanced client satisfaction by effectively addressing concerns and resolving issues in a timely manner.
  • Supported sales efforts by creating compelling presentations highlighting the unique value proposition offered to potential clients.
  • Managed accounts to retain existing relationships and grow share of business.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.

Education

Associate of Science -

SUNY Buffalo State
Buffalo, NY

Associate of Science - Biological Sciences

SUNY At Buffalo
Buffalo, NY
12-2007

Associate of Applied Science - Electronics

ITT Technical Institute
Getzville, NY
06-1999

Skills

  • Client services
  • Strategy development
  • Financial acumen
  • Team oversight
  • Special projects
  • Clientele interactions
  • Account management
  • Customer complaint resolution
  • Client base retention
  • Relationship building
  • Analytical problem solver
  • Rapport and relationship building

Timeline

Wealth Client Manager

Wilmington Trust
12.2009 - Current

Associate of Science -

SUNY Buffalo State

Associate of Science - Biological Sciences

SUNY At Buffalo

Associate of Applied Science - Electronics

ITT Technical Institute
Steven A. Riter