Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jacob Delgado

Long Beach

Summary

Dynamic Relationship Management Advisor at ADP with a proven track record in client retention and satisfaction. Expert in analytical thinking and CRM tools, I foster strong client relationships while mentoring junior advisors. Successfully streamlined processes, enhancing efficiency and ensuring tailored solutions for diverse client needs.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Relationship Management Advisor

ADP
09.2023 - Current
  • Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
  • Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
  • Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
  • Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
  • Mentored junior advisors, fostering a supportive team environment focused on growth and learning.

Client Support Consultant

ADP
07.2021 - 08.2023
  • Streamlined internal processes for improved efficiency in handling client requests.
  • Provided detailed guidance to clients on system functionality, facilitating smooth adoption of new features and enhancements.
  • Enhanced client satisfaction by addressing concerns and providing prompt resolutions.
  • Leveraged CRM tools to track client interactions, ensuring timely follow-up on inquiries and concerns.
  • Assessed individual client needs during initial consultations, recommending appropriate products or services based on their unique requirements.
  • Managed a diverse portfolio of clients, ensuring personalized support and tailored solutions.

Intelligence Analyst

United States Marine Corps Reserve
03.2014 - 01.2022
  • Supported decision-makers by providing timely, accurate, and relevant assessments of emerging threats.
  • Analyzed open-source intelligence data to identify potential threats and vulnerabilities.
  • Coordinated with other intelligence agencies to share information and resources.
  • Produced multi-source intelligence reports and products for different agency customers.
  • Developed standard operating procedures for intelligence operations and activities.
  • Reduced knowledge gaps within the organization by creating comprehensive intelligence products tailored to specific audience needs.

Education

Bachelor of Science - Criminal Justice Administration

University of Phoenix
Tempe, AZ
04-2022

Skills

  • Analytical thinking
  • Time management
  • Critical thinking
  • Written communication
  • Problem-solving
  • Training and mentoring
  • Conflict resolution

Certification

Fundamental Payroll Certification

Timeline

Relationship Management Advisor

ADP
09.2023 - Current

Client Support Consultant

ADP
07.2021 - 08.2023

Intelligence Analyst

United States Marine Corps Reserve
03.2014 - 01.2022

Bachelor of Science - Criminal Justice Administration

University of Phoenix
Jacob Delgado