Sydney Boyle
Denver,CO
Summary
Results-driven Account Manager with a strong background in financial services and a proven track record in client relationship management, sales, and marketing. Skilled in providing exceptional customer service and cultivating long-term partnerships. Seeking a challenging role in the financial tech industry to leverage expertise in account management, sales, and marketing.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Service Associate
UBS
04.2023 - Current
- Assist clients in maintaining investment accounts and ensuring financial well-being based on instructions from Financial Advisors.
- Ensure due diligence and financial regulations are upheld for the Financial Advisor's book of business.
- Develop and implement customer service policies and procedures to apply best practices and establish quality standards.
Associate Customer Success Manager
Morningstar, Inc
07.2022 - 03.2023
- Streamlined customer handling processes from onboarding to post-onboarding.
- Monitored customer progress and addressed customer inquiries with timely and accurate updates.
- Collaborated with sales and product teams to address customer success objectives.
Customer Success Onboarding Specialist
Morningstar, Inc
01.2022 - 07.2022
- Established new onboarding protocols as part of the Direct product team, resulting in higher product adoption for new users.
- Aligned client needs with product modules to streamline workflow and enhance user experience.
- Achieved a 25% increase in product usage within 90 days of onboarding for the East coast territory.
Executive Assistant
Deb Boyle Designs & Deb Boyle Realty
05.2021 - 11.2021
- Coordinated events, such as home showings or client consultations, and worked on ad hoc projects for design business.
- Updated spreadsheets and created presentations to support Designer's portfolio for client meetings.
- Used QuickBooks to produce monthly invoices, reports, and other deliverables.
Business Director
Associates Insurance Group
07.2020 - 05.2021
- Generated 15-20 new leads per week by initiating and nurturing prospects.
- Translated customer needs into solution requirements using powerful value propositions and negotiation skills.
- Mentored and trained new hires on the business development team for further sales development.
Associate District Sales Manager
ADP
06.2019 - 06.2020
- Executed sales to hit monthly sales quota by pursuing prospects and leveraging business partners.
- Cultivated strong client relationships within designated sales territory.
- Qualified in the top 15% of the Spring sales contest for the Southwest region.
Education
Bachelor's Degree - Spanish Language And Literature
University of Colorado
Boulder, CO05.2019
Skills
- Account Management
- Client Rapport-Building
- Complex Problem-Solving
- Microsoft Office
- Proficiency in Spanish
Certification
- Customer Success Management Certification Training by Sales Assembly, May 2022
- Securities Industries Essentials Exam, March 2023
Timeline
Client Service Associate
UBS
04.2023 - Current
Associate Customer Success Manager
Morningstar, Inc
07.2022 - 03.2023
Customer Success Onboarding Specialist
Morningstar, Inc
01.2022 - 07.2022
Executive Assistant
Deb Boyle Designs & Deb Boyle Realty
05.2021 - 11.2021
Business Director
Associates Insurance Group
07.2020 - 05.2021
Associate District Sales Manager
ADP
06.2019 - 06.2020
Bachelor's Degree - Spanish Language And Literature
University of Colorado
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