DOUGLAS VANACORE

**** ***** ****** ***.**

Forest Hills, New York, 11375

acn0wr@r.postjobfree.com

718-***-****

Client Services Specialist

Accomplished and results oriented Professional with solid and diverse experience managing,

building and retaining client relationships in the Financial Services Industry. Sound judgment,

articulate and persuasive with excellent verbal and written communication and problem solving

skills. Possess outstanding customer service and team building skills in developing strong working

relationships across an organization and with clients.

Career Accomplishments

Managing Client Relationships

Cross sold and up sold new products and services resulting in

•

combined new assets

of $3M, reduced operating costs and increased customer loyalty.

• Successfully managed and serviced client pension plan accounts by providing a broad

range of individual client counseling services in the financial services industry, by

researching, coordinating and escalating client inquiries. Worked with internal

management and staff ensuring timely and accurate response.

• Counseled clients in person and by telephone in reviewing individual needs requirements

for providing recommendations for targeted products and service solutions.

• Conducted client research allowing the formation of individualized customer relationships,

enabling marketing departments to target the more profitable client base for the generation

of quality leads to the sales teams.

• Participated on numerous project teams for targeted client outreach campaigns utilizing

internet based Siebel Client Relationship Management (CRM) system for providing the

necessary information and processes to deepen customer relationships between the

company, its customer base and distribution partners.

Professional Experience

PENSION BOARD –New York

Client Services Consultant 2012 2013

Responded to client telephone pension plan inquiries furnishing pension plan provisions and

technical product support. Assisted with the marketing of new education literature for client

seminars and website access.

• Conducted group education seminars at client locations for available products, and pension plan

services.

• Assisted in identifying improved service level phone center requirements by providing enhanced

customer service with additional personal planning tools for client website access.

• Coordinated and reviewed the processing of new business annuity and health care enrollment

applications.

• Identified new business opportunities promoting new products and pension plan services.

Douglas Vanacore, page 2

TIAA CREF New York

Client Services Consultant 1997 2011

Consulted with clients in person and by telephone in providing pension plan technical product

information, options and service offerings. Reviewed individual needs requirements for the

recommendation of new products and service offerings. Handled multiple responsibilities in the

researching, coordination and escalation of client pension plan inquiries for timely and accurate

resolution. Served as departmental liaison and client advocate in the negotiation and response to

client service related issues and solutions.

• Identified client trends that allowed organization to penetrate new client market segments

resulting in new sales opportunities and retained client assets of $3M.

• Promoted new business growth opportunities for existing and new clients by collaborating with

internal new business and sales departments ensuring successful placement of quality new

business referrals resulting in increased revenues.

• Effectively worked independently and as part of a team, interfacing with management and staff

in developing new business opportunities, and increased service levels utilizing internet based

Siebel Client Relationship Management (CRM) system for targeted client outreaches, account

management and increased customer satisfaction.

• Recognized for outstanding customer service and the attainment of company goals of $3M in

combined new and retained client assets.

• Conducted client education seminars on products and pension plan services, mining new sales

opportunities and increasing customer satisfaction.

• Trained new employees on products and services in the client phone center.

ESSEX CORPORATION New York

Client Services Consultant 1989 1997

Provided telephone center technical product support to client annuity plan inquiries. Assisted with

the coordination and implementation of new product offerings with internal sales departments and

account managers at local Banks. Researched and coordinated new business account inquiries

for bank administrators, acting as client advocate and liaison with internal sales, implementation

and accounting departments ensuring accurate and timely resolution.

• Streamlined and strengthened daily business processes and increased productivity levels due to

sound business acumen.

EDUCATION

Bachelors Degree

Adelphi University, Garden City, NY

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