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@reneehewitt
Dedicated client services professional with extensive financial administration experience.
United StatesI am a seasoned client services professional with over a decade of experience in financial administration and client onboarding. My career has been dedicated to ensuring seamless transitions for clients and maintaining compliance with financial regulations. At CRA Financial Services, I successfully managed client account transactions, ensuring accuracy and adherence to compliance guidelines, which significantly improved client satisfaction and operational efficiency.
Throughout my career, I have developed strong relationships with clients and advisors, leveraging my expertise to resolve complex account issues and streamline processes. My previous roles at Ocean City Financial Group and MetLife allowed me to hone my project management skills and enhance my ability to communicate effectively with diverse stakeholders. I take pride in my ability to customize client correspondence and provide exceptional service, which has been recognized through multiple awards for outstanding client service commitment.
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Work history, roles, and key accomplishments
CRA Financial Services LLC
Nov 2020 - May 2024 (3 years 6 months)
Partnered with advisors and custodians to ensure successful client onboarding transitions. Managed and processed all financial cash transactions for clients, including contributions, distributions, and qualified distributions.
Ocean City Financial Group LLC
Aug 2018 - Nov 2020 (2 years 3 months)
Provided administrative support to financial advisors, clients, and office staff. Processed incoming check deposits and coordinated with custodians for timely client transactions.
Brown & Brown
Jan 2018 - Aug 2018 (7 months)
Issued Certificates of Insurance and property evidence in line with coverage. Managed front desk reception, answering phones and transferring calls.
MetLife
Nov 2014 - Nov 2017 (3 years)
Applied Project Management techniques to identify and analyze process improvements for business growth. Managed installation and eligibility files across all markets.
Merrill Lynch/Bank Of America
Jan 2004 - Nov 2014 (10 years 10 months)
Managed trust retirement products, providing operational and administrative support to regional trust centers. Maintained client IRA tax reporting documents and completed IRA certification.
Degrees, certifications, and relevant coursework
RUBachelor of Science, Business Administration
Completed a Bachelor of Science in Business Administration. Focused on core business principles and administrative practices.
RCAssociate of Arts, General Studies
Obtained an Associate of Arts degree. This foundational education prepared for further studies in business administration.
Software and tools used professionally
United StatesYou can contact RENEE and 90k+ other talented remote workers on Himalayas.
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