Client Services Leader in Financial Services

Christy Elgin

Client Services Associate

**********@*****.*** 704-***-**** Mooresville, 28117, NC

Dynamic Client Services Associate with over 9 years of experience in relationship management and customer support within the financial services sector. Demonstrated expertise in guiding high net worth clients through complex financial transactions, achieving a 95% client satisfaction rate. Proven ability to train and mentor new associates, enhancing team performance. Ready to leverage strong communication and conflict resolution skills to deliver exceptional service, aligning perfectly with the needs of clients at your organization. WORK EXPERIENCE

Beneficiary Relationship Manager 11/2015 – 03/2024 TIAA-CREF, Charlotte

Served as the primary contact for high net worth Beneficiaries/Clients, overseeing the relationship throughout the Beneficiary settlement process, including collaboration with Wealth Management Advisors and Directors. Educated and counseled Beneficiaries, clients, new entrants, and their representatives regarding pre-tax and after-tax investment/retirement products and services, as well as brokerage offerings. Facilitated the training of newly hired associates on daily practices within this role. Sr. Brokerage Consultant 03/2015 – 11/2015

TIAA-CREF, Charlotte

Cultivated and nurtured strong relationships with brokerage clients. Executed brokerage trades on behalf of clients, primarily unsolicited trades while providing guidance on mutual fund investments.

Developed a robust network among colleagues, potential clients, and industry experts. Utilized conflict resolution skills to effectively navigate complex and sensitive issues with both internal and external clients.

Identified sales and retention opportunities through effective probing techniques while collaborating with colleagues to enact the most effective sales and asset retention strategies. Client Relationship Administrator 11/2004 – 03/2015 Vanguard, Charlotte

Attracted, retained, and expanded relationships with high-net-worth clients, assisting them in achieving their financial and retirement objectives through exceptional service and a focus on integrated financial and retirement solutions, including brokerage offerings.

Facilitated the identification of investment needs, researched, and resolved complex client issues through a thorough examination of associated documentation, enabling the provision of viable alternatives and solutions to meet client needs while ensuring compliance with Vanguard standards and regulatory requirements. Collections Specialist 05/2004 – 11/2004

Integra Staffing LLC, Charlotte

Provided comprehensive customer service regarding collection issues, processed account adjustments, and resolved discrepancies and short payments.

Accountable for reducing delinquency of accounts that were 30-90 days overdue, while setting up payment arrangements for those accounts.

Licensed Customer Care Representative 05/2002 – 04/2004 AAA Carolinas, Charlotte

Responded to incoming calls regarding account information and processed a variety of transactions. Maintained and updated client accounts while delivering customer service for ten different insurance companies. Promoted and sold AAA memberships.

Reinstated canceled and non-renewed accounts.

Collections Specialist 03/2002 – 05/2002

Staffmasters, Charlotte

Provided customer service addressing collection issues, processed account adjustments, and resolved client discrepancies and short payments.

Tasked with reducing delinquency for accounts that were 30 days overdue while coordinating payment arrangements for those accounts.

Customer Service Representative/Licensed Agent 04/2001 – 03/2002 State Farm Insurance Agency, Charlotte

Maintained and updated client accounts, providing comprehensive customer service. Managed outgoing and incoming calls.

Served as the Internet and Computer Consultant within the office. Licensed to sell home and auto policies while soliciting clients for Life and Health policies. Receptionist/Legal Administrative Assistant 10/1999 – 04/2001 Waggoner, Hamrick, Hasty, Monteith, & Kratt, LLC, Charlotte Greeted clients and visitors in a friendly and professional manner. Executed administrative duties such as filing, photocopying, and faxing with efficiency. Performed word processing tasks, including correspondence, reports, memos, proposals, charts, and agreements, while creating and maintaining electronic and hard-copy filing systems tailored to business needs. Detention Officer 01/1999 – 10/1999

Mecklenburg County Sheriff's Office, Charlotte

Facilitated daily activities of the inmate population in a Direct Supervision environment. Duties included maintaining control, providing counseling, supervising inmates, and transporting them within the facility.

EDUCATION

BA - Criminal Justice 08/1995 – 12/1998

University of North Carolina at Charlotte, Charlotte, United States SKILLS

Financial Counseling Investment Management Brokerage Customer Service Collections Account Management

Sales Insurance Word Processing

Relationship Management Communication Conflict Resolution Training Customer Care Administrative Support

Adaptability Relationship Building Positivity

CERTIFICATES

Series 7

Series 63

NC Life and Health Insurance

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