TAYLOR GILL
Greenville,SC
Summary
Resourceful financial professional committed to delivering top-tier service to high net worth clientele. Excelling in client relationship management, team building, and conflict resolution. Driven to bring value through extended knowledge of financial products and services and branch operations. Highly organized worker who has served as primary point of contact and liaison to support strategic communications, organizational strategy and special projects with tact and diplomacy. Takes initiative, multitasks and adapts to shifting priorities to function independently and performs successfully in high volume settings. Proven experience coordinating wide variety of projects, functions and program components to complete activities and deliver timely services.
Overview
7
7
years of professional experience
Work History
Wealth Management Client Associate - Resident Director's Assistant
MERRILL LYNCH
11.2019 - Current
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Increased client retention through personalized attention and excellent communication skills.
- Maintained accurate records of client transactions, investments, and other financial activities to ensure compliance with regulatory requirements.
- Collaborated across departments ensure seamless delivery services throughout client lifecycle fostering long-lasting, mutually beneficial relationships.
- Developed strong relationships with clients by understanding their individual needs and preferences, tailoring communications accordingly.
- Handled sensitive information with discretion, adhering to strict confidentiality guidelines and policies established within the organization.
- Streamlined internal processes for improved efficiency while working closely with team members.
- Assisted with the onboarding of new clients, ensuring smooth integration into company systems and services.
- Provided exemplary customer service, promptly responding to requests and proactively addressing concerns that arose during interactions with clients.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
Travel Consultant
CAMDEN TRAVEL SERVICE
03.2019 - 10.2019
- Worked closely with clients to understand unique needs and meet specific travel desires.
- Maintained accurate records of bookings, payments, and client information for smooth operations and future reference.
- Managed complex itineraries for multi-city trips, balancing client preferences with logistical constraints.
- Collected, handled and documented payments for travel services and associated feels.
- Exceeded customer service satisfaction standards by understanding and anticipating clients' expectations.
- Addressed unforeseen challenges during trips by coordinating alternative arrangements or providing support as needed.
Divisional Coordinator
H&H HOMES
04.2018 - 02.2019
- Developed and maintained strong relationships with internal departments to facilitate smooth collaboration on cross-functional initiatives.
- Fostered open communication lines among team members, addressing concerns promptly while promoting a culture of transparency within the organization.
- Increased overall efficiency of the division through continuous process improvement efforts and implementation of best practices.
Education
Bachelor of Science - Hospitality Administration and Management, Business Administration
UNIVERSITY OF SOUTH CAROLINA
Columbia, SC05.2017
Skills
- Verbal & Written Communication
- Customer Service
- Microsoft Office
- Salesforce
- Critical Thinking
- Time Management
- Adaptability
- Attention to Detail
- Collaboration
- Empathy
Timeline
Wealth Management Client Associate - Resident Director's Assistant
MERRILL LYNCH
11.2019 - Current
Travel Consultant
CAMDEN TRAVEL SERVICE
03.2019 - 10.2019
Divisional Coordinator
H&H HOMES
04.2018 - 02.2019
Bachelor of Science - Hospitality Administration and Management, Business Administration
UNIVERSITY OF SOUTH CAROLINA
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