Client Engagement & PM Professional
Resume:
Alisha Waters
Capitol Heights, MD *****
**************@*****.***
Professional Summary
Resourceful and results-driven professional with 12 years of experience in financial services, specializing in client engagement and project management. Proven track record in optimizing client satisfaction through effective team leadership and strategic initiatives. Successfully developed and mentored teams implemented performance metrics, and enhanced operational processes to drive business growth. Certified Benefits Professional dedicated to delivering exceptional client solutions and fostering strong relationships.
Willing to relocate to: Maryland
Work Experience
Client Manager
Alight Financial-Charlotte, NC
January 2019 to Present
• Lead a team of 10 to enhance financial report accuracy and speed, achieving measurable improvements.
• Coordinate cross-department projects to improve client onboarding, elevating satisfaction levels.
• Implement project management tools for task tracking, boosting team accountability and efficiency. Mentor junior team members, fostering collaboration and strengthening team cohesion.
• Analyze performance metrics to identify trends, enabling informed decisions and productivity gains. Individual Investor Supervisor
T Rowe Price-Ownings Mills, MD
January 2016 to December 2019
• Educated clients on financial products, boosting sales and enhancing client engagement.
• Implemented feedback system, improving service and client relationships.
• Collaborated to streamline processes, resulting in greater efficiency.
• Worked with teams to refine services, achieving operational improvements. Coordinator
SunTrust Bank-Washington, DC
January 2012 to December 2016
• Led customer service initiatives, boosting satisfaction and increasing repeat business.
• Maintained transaction records, ensuring regulatory compliance and facilitating audits.
• Trained new staff, fostering a positive environment and improving team performance.
• Implemented processes for inquiries, reducing response times and enhancing satisfaction. Assistant Manager and Teller Supervisor
Wachovia/Wells Fargo-Washington, DC
January 2006 to December 2012
Education
Business Administration (Bachelor of Arts)
University of Maryland University College-Adelphi, MD Skills
• Microsoft Powerpoint
• Accounting
• Relationship management
• Sales
• Computer skills
• Training & Development
• Databases
• Budgeting
• Typing
• Banking
• Communication skills
• Financial Analysis
• Account management
• Accounts receivable
• Client Satisfaction & Retention
• Front desk
• Customer service
• Organizational skills
• Financial Modeling
• Training & development
• Microsoft Outlook
• Microsoft Excel
• Time management
• Microsoft Word
• Project management
• Consultative Selling
• Negotiation
• Strategic Planning & Execution
• Relationship Management
• Analysis skills
• Operations Improvement
• Financial services
• Project Management
• Microsoft Office
• Leadership
• Office management
• Conflict management
• Conflicts Resolution
• Performance Evaluation
Certifications and Licenses
Certified Benefits Professional
Contact this candidate