Vanessa DaCosta Santos

• • High Yield Investor Checking Subject Matter Expert
• • Alternative Investment Subject Matter Expert
• • Address Change Subject Matter Expert
• • Trust Services Subject Matter Expert
• • Client Engagement Technology Subject Matter Expert
• • New Accounts Subject Matter Expert
• • New Hire Training Subject Matter Expert
• • ACS Subject Matter Expert

Built and maintained relationships with clients to provide ongoing support.

• Facilitated communication and collaboration between departments to help business function smoothly.
• Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
• Anticipated responses and prepared clear and articulate answers.
• Produced detailed reports outlining key issues and proposed solutions.
• Contributed insights during team meetings aimed at optimizing firm-wide processes and procedures for increased efficiency.
• Coordinated work or project dedicated to raise awareness of need, applying strong project, and team leadership to enhance success.
• Conducted workplace compliance training to reduce liability risks and operate effectively.
• Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
• Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
• Monitored customer service operations to confirm compliance with quality standards.
• Gathered and analyzed customer feedback to inform product and service improvements.

• Top performer sales
• Inbound sales
• Customer service
• Managed 80-100 calls per day
• Maximized client experience
• Delivered outstanding service to customers to maintain and extend relationships for future business opportunities.
• Delivered high-quality work on time and within budget, earning positive feedback from clients.
• Consulted with customers to assess needs and propose optimal solutions.
• Established long-term relationships with clients, resulting in increased repeat business.
• Researched and identified innovative solutions to acquire resources and meet customer needs.
• Evaluated customer needs and feedback to drive product and service improvements.

Achieved consistent growth in assets under management through proactive business development efforts and strong referrals from satisfied clients.

• Developed customized financial plans for clients, taking into account their unique goals and risk tolerance levels.
• Built and maintained long-term relationships with clients, resulting in a high client retention rate.
• Increased client satisfaction by providing comprehensive wealth management strategies tailored to individual needs.
• Designed tailored succession plans for business owners, ensuring seamless transitions and preservation of wealth for future generations.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Developed and maintained strong relationships with clients to maximize satisfaction.
• Analyzed financial needs of clients and developed tailored strategies to meet goals.
• Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
• Researched and evaluated potential investment products for clients.