Trisha Foerster

• Coordinated marketing campaigns to increase brand awareness and client engagement.
• Supported event planning and execution for client networking events and seminars.
• Maintained CRM database to track leads, prospects, and client interactions effectively.
• Collaborated with cross-functional teams to streamline communication and project workflows.
• Streamlined internal processes to optimize efficiency in project management and team collaboration.
• Strengthened client relationships with consistent communication, ensuring satisfaction and repeat business.
• Created engaging social media content that resonated with target audiences, fostering community growth and brand loyalty.
• Organized networking events, facilitating relationship building with potential partners and stakeholders.
• Managed scheduling of meetings and follow-ups, optimizing time management for key stakeholders.
• Enhanced client relationships through regular communication and prompt responses to inquiries.
• Reviewed client concerns and recommended appropriate changes to supervisors.
• Engaged with clients to build business relationships.
• Managed needs of clients using strong prioritization and multitasking abilities.
• Generated sponsorships with related and partnering entities to enhance marketing objectives.
• Enhanced client experience using all omnichannel offerings.
• Continually maintained and improved company's reputation and positive image in markets served.

• Delivered exceptional client service by addressing inquiries and resolving issues promptly.
• Coordinated scheduling for client meetings, ensuring efficient time management and resource allocation.
• Assisted financial advisors in preparing client documentation and presentations for investment discussions.
• Maintained accurate client records using CRM software, enhancing data integrity and retrieval efficiency.
• Implemented follow-up procedures to ensure timely communication with clients regarding their financial plans.
• Facilitated onboarding process for new clients, providing comprehensive support to enhance their experience.
• Collaborated with cross-functional teams to streamline processes, enhancing overall service delivery effectiveness.
• Enhanced customer satisfaction by promptly addressing concerns and providing personalized solutions.
• Utilized strong problem-solving skills to address unforeseen challenges effectively while minimizing any disruption to the client experience.
• Maintained detailed records of client interactions, enabling tailored service experiences based on personal preferences and history.
• Proactively anticipated client needs by maintaining an in-depth understanding of their preferences and requirements.
• Ensured client privacy by adhering to strict confidentiality policies, maintaining trust in the concierge service and protecting sensitive personal information at all times.
• Anticipated, identified and solved ongoing client needs.
• Handled simple check processing, client paperwork, minimum distributions and digital services.
• Streamlined client communication for improved efficiency and overall satisfaction through concise and clear correspondence.
• Liaised between clients and financial advisors by anticipating and resolving non-financial questions to maintain lasting relationships.
• Maintained regular follow-ups with clients, fostering long-term relationships built on trust and reliability.
• Resolved escalated issues with professionalism, resulting in the retention of valuable clientele.
• Coordinated appointment scheduling to optimize time management for both clients and advisors.
• Developed a loyal clientele base by consistently offering personalized attention that fostered ongoing relationships.
• Offered friendly and efficient service to customers, handled challenging situations with ease.
• Addressed customer inquiries with timely and professional responses via phone, email and in-person interactions.
• Remedied issues quickly and effectively through active listening, conflict resolution, and dynamic communication skills.
• Greeted clients upon arrival and offered amenities to cultivate quality client experiences.
• Maintained high level of professionalism and discretion when dealing with clients.

• Processed standard transactions using documented procedures and multiple software applications.
• Identified and escalated issues for resolution when necessary
• Communicated with internal associates and external clients or advisors regarding outstanding requirements.
• Documented status of transactions and contacts received and initiated.
• Answered inbound calls from internal associates and made outbound calls to clients and advisors.
• Met departmental production and quality standards related to product or level (i.e. case/transaction handling time, effective date adjustment transactions, adherence to documentation/verification standards, client communication standards, etc.)
• Performed other duties and/or projects as requested per management
• Conducted Instructor Led Training opportunities for Full Time and Strategic Support Associates; Subject Matter Expert
• Selected by management to be the Voice Ambassador for our team

Operations Processing

• Mitigated risk by processing transactions adhering to documented policies and procedures
• Provided excellent client service through adherence with business processes and exhibited attention to detail; consistently met performance metrics
• Exhibited problem solving skills in accordance with policies and procedures, collaborated with other associates in identifying solutions; escalated issues for resolution when necessary
• Efficiently managed a high volume, fast-paced work environment through organization and prioritization of work

Selected by management to support a long term assignment in the Operations Command Center

• Supported data tracking, monitored and analyzed to assisted upper management in strategic human resource allocation decision making
• Liaised with the Command Center Controllers, SSA Program Coordinators and business analysts on a daily basis regarding data information, escalated issues to management as necessary
• Ensured accurate data entry of associate data to the NICE IEX database to optimize the human allocation resource business process