Tiffany J. Shaver
Martinez,US
Summary
Accomplished Director of Client Services at Element Wealth Management, with over 5 years of successful client relationship management while providing exemplary service to a portfolio of high and very high net worth clientele. Directly involved in client retention and firm growth from $50MM to $215MM AUM in under five years with demonstrated excellence in all areas of financial services. Effective in professional collaboration with excellent communication skills, ensuring seamless client transitions, embodying a commitment to superior service and team leadership. A professional, high energy, proactive and resourceful team player with a track record of providing the highest level of client experience and satisfaction who will be an asset to any wealth management firm.
Overview
8
8
years of professional experience
Work History
Director of Client Services
Element Wealth Management
02.2023 - Current
- Organize daily workflow and delegate to staff when appropriate in order to provide optimal service
- Execute onboarding of new clients, open accounts, initiate and supervise successful transfer of assets to ensure a seamless transition while providing high level service
- Handle all top priority client needs, including but not limited to cashiering, tech support, reporting and providing tax documents, all while operating within compliance regulations and guidelines
- Communicate effectively with clients in setting up on-line account access, providing technical instruction, troubleshooting and resolving any issues
- Continue to maintain 0% NIGO rate on all internal/external form and document preparation and processing
- Partner with Estate Planning and Tax professionals as needed in providing client support and documentation
- Train, lead and develop client service associate instilling knowledge and skills to execute business strategies and deliver maximum customer satisfaction to maintain profitability
- Build client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients
- Maintain CRM with pertinent documents (Estate planning, Trust, Entity, KYC, etc.), records of client interactions, client notes, and other information
- Interact with clients on a daily basis to quickly alleviate issues, provide service updates, and maintain client relationships
- Consistently provide top level, white glove service to all clients in a professional, friendly, and personal manner
Client Service Associate
Element Wealth Management
07.2019 - 02.2023
- Partnered with CFP in all operational and service initiatives of a $50MM AUM wealth management company, growing to $215MM AUM in less than 5 years
- Assisted with and eventually led client onboarding, cashiering, account openings and asset transfers
- Created and executed operations plan for RMD distributions, ensuring accuracy while meeting all IRS deadlines
- Maintained CRM with accurate record-keeping and proactive attention to client information updates
- Developed and maintained excellent relationships with existing and new clients resulting in increased profitability and revenue
- Communicated with numerous clients every day, maintaining a positive attitude with focus on delivering superior service
- Created and implemented new firm logo design resulting in elevated image and branding
- Initiated, planned and executed successful client appreciation events
Office Manager/ Medical Assistant
Gita Patel, DPM
10.2016 - 06.2019
- Managed daily business operations and served as primary point of contact for patients and referring physicians at busy Podiatry office
- Maintained and managed patient database, charts and files with meticulous attention to detail
- Obtained insurance authorization for DME and procedures, resolving any billing issues
- Oversaw office and medical supply inventory activities by ordering and managing requisitions, and stocking treatment rooms
- Maintained excellent patient relations by providing superior customer service with a positive and friendly demeanor
Education
Bachelor of Arts - Law (Pre-Law)
University of California, Santa Barbara
Santa Barbara, CASkills
- Exceptional client relationship management
- Financial acumen with ability to learn quickly
- Organization with sharp attention to detail
- Time management and prioritizing abilities
- Excellent writing skills
- Collaborative and dedicated team player
- Complex problem-solving
- Effective communication
- Project management
- Manage multiple tasks simultaneously
- Friendly and professional demeanor
- Strategic and analytical work planning
Timeline
Director of Client Services
Element Wealth Management
02.2023 - Current
Client Service Associate
Element Wealth Management
07.2019 - 02.2023
Office Manager/ Medical Assistant
Gita Patel, DPM
10.2016 - 06.2019
Bachelor of Arts - Law (Pre-Law)
University of California, Santa Barbara
Similar Profiles
Joseph MunchelJoseph Munchel
Investment Advisor Representative at Element Risk Wealth Advisors LLCInvestment Advisor Representative at Element Risk Wealth Advisors LLC
Sidharth NavarkheleSidharth Navarkhele
Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )
Janhavi YADAVJanhavi YADAV
Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)
Regina SantosRegina Santos
TEXTILE PRINT MANAGER & SPECIALIST at Title NineTEXTILE PRINT MANAGER & SPECIALIST at Title Nine
Regina SantosRegina Santos
TEXTILE PRINT MANAGER & SPECIALIST at Title NineTEXTILE PRINT MANAGER & SPECIALIST at Title Nine