Licensed notary * Glamping enthusiast * Frequent dog-sitter for friends
Tanya Federici
Waterford,NY
Summary
Professional in client services with strong experience in managing client relationships and ensuring satisfaction. Skilled in corporate event planning, fostering positive client experiences, often exceeding expectations. Reliable and flexible who thrives on team collaboration and consistently achieving results through adaptability, communication and problem-solving.
Overview
2026
2026
years of professional experience
Work History
Client Services Manager
Pachira Wealth Management
02.2015 - 09.2025
- Opened and maintained a wide range of investment accounts (IRAs, 401(k)s, SEPs, 529s, trusts, estates), ensuring compliance with all state and federal regulations; facilitated stock certificate transfers and death distributions.
- Navigated complex FINRA-regulated annuity systems to ensure suitability approval and regulatory compliance.
- Acted as primary liaison for escalated client issues, delivering prompt and professional resolutions to maintain client trust and firm reputation.
- Partnered with financial advisors on investment models, account structures, fees, and compliance deadlines.
- Created and maintained clear documentation, ensuring consistency in client onboarding, servicing, and team communication.
- Supported insurance underwriting for life and disability policies, coordinating approvals and communication with advisors and clients.
- Planned and executed client appreciation events, managing vendors, entertainment, invitations, and budgets.
- Managed office operations: mail distribution, vendor payments, supply ordering, compliance logs, and general upkeep of office environment.
- Maintained licensing and appointment records for advisors by coordinating with regulatory bodies and completing training requirements.
- Sent personalized cards and gifts for client life events, strengthening client relationships with thoughtful touches.
- Answered and triaged incoming calls, booked appointments, and vetted new prospects to ensure an excellent first impression.
Project Manager and Executive Partner
The Kaleel Jamison Consulting Group
2009 - 2014
- Managed domestic and international logistics for educational trainings, aligning with firm objectives; co-developed strategic training materials and served as onsite liaison for seamless execution.
- Planned and executed semi-annual, multi-day firm-wide retreats for 40+ staff, including training sessions, guest speakers, A/V presentations, interactive learning, and celebratory events.
- Organized executive team travel for regional retreats; provided high-level administrative and personal support to CEO and President, handling confidential matters with discretion.
- Led internal recognition initiatives (birthdays, milestones, anniversaries), and coordinated firm-sponsored community outreach and donations.
Executive Assistant, European Operations
FLP International
2000 - 2007
- Daily briefings to Vice President regarding current issues of 22+ country head offices.
- Main contact for European Managing Directors and staff to expedite issues at corporate headquarters.
- Facilitated negotiation and the purchasing of foreign office buildings and estates.
- Foreign embassy communication regarding visas, invitation letters and passport issues.
- Head of tours of home office for foreign visitors and greeter for any large groups.
- Worked closely with European attorneys and in-house legal counsel on matters pertaining to Managing Director contracts, distributor agreements, foreign employment law, EU company formation, product registrations and customs issues.
Skills
- Proven professional with a strong work ethic, exceptional organizational skills, and a positive, team-oriented attitude
- Highly trusted with sensitive and confidential information
- Recognized for outstanding internal and external customer service, adaptability in dynamic environments both professionally and personally, and the ability to remain calm and focused under pressure
- A personable and effective representative of the organization
Interests
Timeline
Client Services Manager
Pachira Wealth Management
02.2015 - 09.2025
Project Manager and Executive Partner
The Kaleel Jamison Consulting Group
2009 - 2014
Executive Assistant, European Operations
FLP International
2000 - 2007
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