Open to opportunities

ernest forcella

@ernestforcella

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Dynamic customer service professional with expertise in financial consulting.

United States

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What I'm looking for

I am looking for a role that values client relationships and offers opportunities for professional growth.

I am a dynamic Customer Service and Client Relations Professional with over ten years of experience in delivering high-quality, client-facing support in financial services and small business environments. My proven expertise in relationship management, business development, and financial consulting has allowed me to adeptly identify customer needs, resolve issues, and create tailored solutions that enhance client satisfaction and loyalty.

Currently, I serve as a Project Associate of Business and Finance at Dance Stop Dance Education, where I provide direct client service support for a portfolio of over 3,000 customers. My role involves analyzing the daily financial position of the business and offering strategic recommendations to ensure operational needs are met. I take pride in leading customer-facing initiatives and enhancing the client experience through timely financial updates and responsive service support.

Previously, I worked as a Financial Consultant at McAdam Financial, where I developed custom financial plans and engaged prospective clients through relationship-building and financial education. My commitment to delivering superior client service has been recognized with multiple awards, including the McAdam Award for Top New Advisor in 2018 and Top 10 Advisor in 2019.

Experience

Work history, roles, and key accomplishments

Current

Project Associate of Business and Finance

Current

Dance Stop Dance Education

Jun 2020 - Present (4 years 11 months)

Provided direct, day-to-day client service support for a portfolio of 3,000+ customers, handling inquiries, account needs, and service issues with a focus on prompt resolution and satisfaction. Analyzed the daily financial position of the business to ensure sufficient cash flow, creating detailed financial tracking workbooks in Microsoft Excel and QuickBooks. Led customer-facing initiatives for a

Client Services Financial Analysis Microsoft Excel Quickbooks Budgeting Client Communication Customer Satisfaction

Financial Consultant

McAdam Financial

Apr 2015 - Jun 2020 (5 years 2 months)

Developed custom financial plans centered on clients’ individual aspirations, enhancing long-term satisfaction and retention. Proactively engaged prospective clients through relationship-building, financial education, and solution-oriented consulting. Provided in-depth guidance on wealth management, retirement planning, tax planning, education savings, and estate strategies.

Financial Planning Client Relationship Management Wealth Management Retirement Planning Tax Planning Consulting

Financial Associate

McAdam Financial

Mar 2014 - Apr 2015 (1 year 1 month)

Initiated and strengthened client relationships through consistent outreach, needs analysis, and personalized service. Conducted comprehensive evaluations of client financial profiles, identifying appropriate planning strategies and investment solutions. Supported senior consultants by ensuring superior client service delivery, data collection accuracy, and portfolio management.

Client Relationship Management Needs Analysis Financial Planning Client Services Data Collection Portfolio Management

Education

Degrees, certifications, and relevant coursework

DeSales University

Bachelor of Science, Finance

2010 - 2014

Activities and societies: Relevant Courses: Corporate Finance, Business Valuation, Financial Modeling, Strategic Management

Studied core principles of business and economics with a focus on finance. Gained knowledge in areas such as corporate finance, valuation, and strategic management.