Director of Client Services

Resume posted by katiebecker in Customer Service.
Desired salary: $90,000.00
Desired position type: Full-Time.
Location: Milford Connecticut, United States

Contact katiebecker


Seasoned, multifaceted, and intuitive professional, with hands-on experience in managing company’s relationship with clients and maintaining high retention rate. Exemplify keen expertise in motivating team to meet and exceed set-forth goals while resolving issues by observing compliance with standards of customer service. Exhibit exceptional skills in boosting employees’ performance by fostering a collaborative working environment.



    Bachelor of Arts | Graduated magna cum laude
    Sacred Heart University | Fairfield, CT


    Foundation Source | Fairfield, CT (2007–Present)
    Director of Client Services 2014–Present
    Enforce a collaborative environment across all areas of the business by leading and developing a cohesive team of client services professionals.
    Assume responsibility in guiding more than 65 clients as well as in enhancing the performance of direct reports and boosting success rate of team members while managing overall work product.
    Hold responsibility in overseeing the team’s portfolio which consist of more than 500 clients while meeting customer requirements in a timely manner.
    Exemplify exceptional skills and knowledge to efficiently resolve issues with private foundation management such including grant and expense compliance, international grantmaking, and self-dealing concerns.

    Notable Accomplishment:
    Outperformed annual department performance indicators by 97% in relation to client retention while boosting referrals potential by managing client and advisor relationship.

    Senior Private Client Advisor 2011–2014
    Acted as advisor to more than 80 private foundation clients including their board members, staff, financial advisors, and other trusted counselors.
    Addressed phone calls and emails in a timely manner while maintaining accuracy and personal contact with a dedicated base of clients.
    Expanded the client base within the business platform and delivered technology support while familiarizing clients with the online interface.
    Drove efforts in improving compliance and governance knowledge as well as in addressing issues affecting private foundations while providing philanthropic assistance.

    Associate Private Client Advisor 2007–2011
    Provided high level of assistance to a team of private client advisors and a private foundation clients group.
    Rendered support to clients in availing all of the services offered.