Client Service Fort Lauderdale
Resume:
Tyler Carlton Ware
Fort Lauderdale, FL
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PROFESSIONAL EXPERIENCE
CoStar Group, Fort Lauderdale FL
Relationship Manager June 2024-Present
Responsibilities:
● Successfully manage a diverse portfolio of clients, building long-term relationships to enhance customer satisfaction and loyalty.
● Develop and implement targeted sales strategies that have resulted in consistently meeting monthly quotas and increasing my yearly book of business revenue by $100,000 (annual) within the first six months.
● Conduct in-depth market analysis to identify opportunities for growth and competitive advantages, leading to the acquisition of new clients.
● Utilize CRM tools to track sales processes, monitor performance metrics, and forecast sales trends, ensuring alignment with company goals.
● Collaborate with cross-functional teams, including marketing and product development, to deliver exceptional client service and drive sales initiatives.
● Actively seek and integrate client feedback into service offerings, maintaining high satisfaction rates and driving continuous improvement.
● Regularly analyze performance metrics, adjusting sales tactics as necessary to meet and exceed monthly/quarterly sales targets.
● Negotiate contracts and pricing with clients, achieving favorable terms that support long-term business relationships while maximizing profitability.
Fundrise, Washington D.C. & Remote June 2019 – June 2024 IRA Team Leader (July 2021 – June 2024)
Investor Relations Associate (June 2019 – July 2021) Responsibilities:
● Excelled within a dynamic startup environment, specializing in client service, leadership and alternative investments.
● Spearheaded comprehensive training programs for new associates, imparting expertise in private funds, customer service strategies, industry best practices, and diverse account types within the realm of alternative investments.
● Consistently surpassed team Key Performance Indicators (KPIs) pertaining to customer satisfaction, efficiency, and accuracy while holding my team to the same standards.
● Over 200 emails and over 100 phone calls weekly using multiple CRM’s such as Zendesk and Salesforce, which is instrumental in driving a weekly average of over $500,000 in new funds onto the platform.
● Demonstrated adeptness in client interactions across multiple investment domains such as private credit funds, Real Estate Investment Trusts (REITs), Interval Funds, and Venture Capital Funds.
● Provided specialized support in taxation, troubleshooting, handling escalated calls, and adeptly resolving conflicts, enhancing client satisfaction and retention.
● Orchestrated seamless collaboration with third-party IRA custodian, optimizing cross-company API solutions and offering valuable insights to streamline the IRA process.
● Contributed actively to cross-functional teams, balancing external client engagement with internal initiatives aimed at enhancing business operations.
The Vanguard Group, Charlotte NC September 2017 - June 2019 Retirement Specialist (June 2018 - June 2019)
Brokerage Investment Professional (September 2017 - June 2018) Responsibilities:
● Perform equity and fixed income transactions for clients across brokerage, retirement, and organizational accounts, ensuring seamless execution and compliance with regulatory standards.
● Collaborate closely with business partners to advocate advisory services, tackle intricate challenges, and uphold service excellence standards.
● Successfully oversee asset transfers from external financial institutions, resulting in an average weekly inbound transfer volume ranging from
$1 million to $5 million.
● Train new associates on all client interactions, including client suitability for appropriate securities. EDUCATION AND PROFESSIONAL DEVELOPMENT
Gatton School of Business and Economics, University of Kentucky August 2013- May 2017 Bachelor of Science in Finance: Communications Minor FINRA Series 7 September 2017
FINRA Series 63 September 2017
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