Susan Rosing
The Colony,TX
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading, and motivating, as well as excellent client service and relationship-building skills.
Proficient in using independent decision-making skills and sound judgment to positively impact company success.
Dedicated to applying training, monitoring, and morale-building abilities to enhance employee engagement and boost performance.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Client Service Manager
Allworth Financial
09.2022 - Current
- Collaborated with upper management to improve client service processes and support structures company-wide.
- Reviewed repeated issues with operations to solve problems and improve client satisfaction.
- Used industry expertise, client service skills, and analytical nature to resolve client concerns and promote retention.
- Hired, trained, and regularly mentored associates on performance-oriented strategies and client service techniques.
Client Relationship Specialist
Allworth Financial / RAA
04.2011 - 09.2022
- Provided knowledgeable service and support for all client needs.
- Collaborated with other departments to develop ways to increase client satisfaction.
- Maintained and managed customer files and databases.
- Offered troubleshooting advice to assist clients with technical issues.
- Collaborated with advisors to resolve any client concerns.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Maintained up-to-date knowledge of product and service changes.
- Sought ways to improve processes and services provided.
- Responsible for the RAA Dental program
- Planned, coordinated, and managed offsite client seminars.
Director of Food and Beverage
Cooper Aerobics Center / Holiday Inn Crowne Plaza
06.1990 - 03.2000
- Planned operations to effectively cover needs while controlling costs and maximizing service.
- Delivered in-depth training to workers in food preparation and customer-facing roles to promote strong team performance.
- Identified team weak points and implemented corrective actions to resolve concerns.
- Set and enforced performance and service standards to keep consistent, high-quality environment devoted to customer satisfaction.
- Managed staff schedules and maintained adequate coverage for all shifts.
- Developed unique events and special promotions to drive sales.
Education
Bachelor of Science - Business Management
Rowan University
Glassboro, NJSkills
- Personnel Training and Development
- Client Relations and Retention
- Time Management
- Interdepartmental Collaboration
- Verbal and Written Communication
- Staff Management
- High Client Service Standards Adherence
Certification
Series 65 - completed in 2014
BFA - completed in 2019
Timeline
Client Service Manager
Allworth Financial
09.2022 - Current
Client Relationship Specialist
Allworth Financial / RAA
04.2011 - 09.2022
Director of Food and Beverage
Cooper Aerobics Center / Holiday Inn Crowne Plaza
06.1990 - 03.2000
Bachelor of Science - Business Management
Rowan University
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