Vanessa Lewis
Houston,TX
Summary
Knowledgeable and dedicated Financial Service Professional with 15 years experience in the financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Client Services Analyst
Bank New York Mellon
11.2022 - 06.2023
- Prepare and process account forms, execute asset transfers, and assist clients in completing firm and custodian paperwork.
- Deliver exceptional client service and serve as liaison between advisors and clients.
- Maintain client relationships by providing care for every account with an
average value of $50k-$300k. - Serve as main point of contact for custodians including custodian alerts, cashiering requests, cost basis reconciliation, and general account maintenance.
- Use CRM to manage client records and document client interaction for task initiation and completion.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Client Service Representative
INVESCO Retirement Plan Services
01.2020 - 11.2022
- Educated clients on account services and resolved client inquiries regarding statement information and account balances.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
- Offered troubleshooting advice to assist customers with technical issues and navigate smooth process.
- Communicated with clients regarding account services, statements, and balances.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Possesses a highly results driven personality
- Followed-through on all critical inter-departmental escalations to increase customer retention rates.
- Optimized customer support by establishing collaborative service environments through targeted operational initiatives.
- Assist 40-50 individual clients per day with investment account assistance.
Retail Personal Banker
Brazos County Bank
02.2017 - 01.2020
- Opened Checking, Savings, and Money Market Accounts.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Mentored new hires on company policies, systems, and best practices to ensure successful integration into the team.
- Participated in regional meetings focused on sharing best practices and driving continuous improvement within the retail banking sector.
Education
High School Diploma -
Burton High School
Burton, TXSkills
- Portfolio Management Trade Processing CRM Manage Data Conflict Resolution Microsoft Office Account Management Customer Service Data Analysis Customer Satisfaction (CSAT) Verbal & Written Communication Salesforce Detail Oriented Strong Communication Skills MS Excel Remote Customer Support Technical Troubleshooting Zoom MS Teams
Certification
- CNP - Certified Notary Public
- Health and Life Insurance License
Timeline
Client Services Analyst
Bank New York Mellon
11.2022 - 06.2023
Client Service Representative
INVESCO Retirement Plan Services
01.2020 - 11.2022
Retail Personal Banker
Brazos County Bank
02.2017 - 01.2020
High School Diploma -
Burton High School
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