Client Operations & CRM Database Analyst

JOEL BECHTEL

BUSINESS MANAGEMENT OPERATIONS SUPPORT DATABASE MANAGEMENT

Union, NJ, 07083 862-***-**** *************@*****.*** LinkedIn PROFESSIONAL BACKGROUND

Client Service and Operations Analyst with experience supporting client operations, business development, CRM administration, and educational seminar coordination within financial and estate-planning environments. Proficient in Excel database development, workflow automation, client communication, appointment scheduling, and organizational research. Demonstrates strong attention to detail, effective communication, and the ability to manage multiple priorities while quickly adapting to new systems and processes. Key Skills

Client Service Appointment Scheduling CRM Administration Operations Support Seminar Coordination Database Management Client Outreach Workflow Automation Microsoft Excel Work History

ALTO FINANCIAL GROUP Union, NJ

Client Service and Operations Analyst

Provided client service and operational support through Excel database management, CRM administration, workflow automation, client outreach, seminar coordination, and digital platform management.

Built and maintained Excel databases for clients, seminar locations, municipal senior services, and libraries.

Supported client service and onboarding through Wealth.com, Wealthbox, Box, Zoom, Google Meet, Zocks, and Advisor Elite by creating folders and links, sending meeting details, reviewing transcripts, drafting tailored emails, and resolving platform questions through support tickets.

Entered, cleaned, scanned, tagged, and organized client and contact records within Wealthbox CRM.

Developed workflow automations for Last Will and Testament, Trust, senior-services, and library outreach processes, helping standardize recurring communications and administrative steps.

Conducted high-volume phone and email outreach to clients, prospects, libraries, senior centers, YMCAs, and community organizations; scheduled appointments and annual reviews, left detailed voicemails, and maintained timely follow-up.

Coordinated three educational seminars by researching and visiting potential venues, collecting decision-maker contact information, submitting facility forms, confirming dates, calendaring events, preparing notes and supply requests, and supporting flyer updates and promotion. HOBBY LOBBY Union, NJ 2022 - 2024

Customer Service Associate

Provided customer service and front-end operational support while training new hires and assuming additional leadership responsibilities as needed.

Served as lead cashier and primary point of contact for customer questions, issue resolution, and front-end support.

Trained and mentored new hires while assuming shift-lead responsibilities when the Customer Service Manager was unavailable.

Education

Bachelor of Science in Business Management, Kean University, Union, NJ (GPA - 3.6) Life NJ Life Insurance Insurance Producer Producer License License 2025 - 2026

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