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@christinesager
Detail-oriented financial services professional with strong analytical skills.
United StatesI am a diligent and detail-oriented financial services professional with extensive experience in wealth management and client service. My career has been defined by my ability to create efficient processes and provide exceptional client experiences. Currently, I serve as a Client Service Manager at Upstream Investment Partners, where I manage a wealth management book of $100M and have developed streamlined service processes that enhance client satisfaction.
Throughout my career, I have held various roles that have honed my skills in operations and client relations. At Edward Jones, I partnered with internal associates to improve customer service and simplify procedures, while at Merrill Lynch, I supported financial advisors and managed a client base of up to $780M. My educational background in Business Administration with an emphasis on Finance from the University of Akron has provided me with a solid foundation in financial principles and practices.
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Work history, roles, and key accomplishments
Upstream Investment Partners
Jan 2023 - Present (2 years 10 months)
Managed all client service for a wealth management book of $100M, including account opening and maintenance. Created and maintained all service processes to provide an efficient and uniform client experience, streamlining the meeting review system.
Edward Jones
Jan 2022 - Present (3 years 10 months)
Partnered with internal associates to provide excellent customer service to branch offices through creation of Edward Jones Owner-Only 401K plan documents. Maintained performance standards and assisted in identifying trends to simplify procedures and create efficiencies for branch teams.
Roadmap Advisors
Jan 2022 - Present (3 years 10 months)
Provided client service and operational support across wealth management, retirement plan services, and insurance lines of business. Oversaw wealth management strategy implementation and ensured the organization and efficiency of all operational systems and processes.
Merrill Lynch
Jan 1996 - Present (29 years 10 months)
Delivered quality support to financial advisors, handling operational and administrative aspects of financial services. Reorganized teams for maximum efficiency, streamlined business processes, and cultivated client relationships while overseeing a client base of up to $780M.
Degrees, certifications, and relevant coursework
Bachelor of Science, Business Administration (Finance)
Obtained a Bachelor of Science in Business Administration with an emphasis in Finance. This program provided a strong foundation in business principles and financial concepts.
Software and tools used professionally
United StatesYou can contact Christine and 90k+ other talented remote workers on Himalayas.
Message Christine
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