Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Joselyne Solorio

Walnut Creek

Summary

Dynamic Client Service Manager with a proven track record at Mercer Global Advisors, excelling in client relationship building and problem-solving. Enhanced client retention through tailored service plans and effective team training. Proficient in Envestnet and Salesforce, driving operational efficiency and fostering exceptional communication across teams.

Results-driven professional with solid foundation in client service management. Proven track record in fostering strong client relationships and optimizing customer service operations. Known for collaborative approach and achieving high-impact results through adaptability and effective problem-solving.

Overview

7
7
years of professional experience

Work History

Client Service Manager

Mercer Global Advisors
02.2023 - Current
  • Enhanced client satisfaction by addressing concerns and providing timely solutions.
  • Managed multiple projects simultaneously, ensuring timely completion and high-quality outcomes.
  • Implemented key performance indicators to monitor team performance, driving continuous improvement initiatives.
  • Developed customized service plans tailored to individual client needs, resulting in increased retention rates.
  • Created customer support strategies to increase customer retention.
  • Coached team members on best practices for exceptional customer service, boosting overall performance levels.
  • Kept accurate records to document customer service actions and discussions.
  • Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
  • Followed through with client requests to resolve problems.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Boosted CRM adoption by streamlining processes and providing comprehensive training to team members.
  • Learned and adapted quickly to new technology and software applications.
  • Distributed capital call dues.

Client Service Associate

Morgan Stanley
08.2019 - 01.2023
  • Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
  • Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
  • Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
  • Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
  • Collaborated with sales teams to onboard new clients, providing a smooth transition experience for all parties involved.
  • Coordinated with internal teams to ensure seamless execution of client requests, resulting in improved operational efficiency.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.

Financial Advisory Intern to Blind Advisors

Morgan Stanley
06.2018 - 12.2018
  • Maintained strict confidentiality of sensitive client information, adhering to ethical guidelines at all times.
  • Identified areas for process improvement, leading to increased cost savings for the firm.
  • Utilized advanced analytical tools to evaluate risk profiles, guiding clients towards suitable investments.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Organized and detail-oriented with a strong work ethic.

Education

MBA - Finance

California State University, Stanislaus
Turlock, CA
12-2026

Bachelor of Science - General Business

San Jose State University
San Jose, CA
08-2019

Skills

  • Client relationship building
  • Resource referrals
  • Exceptional communication
  • Customer relations
  • Training and mentoring
  • Team building
  • Client services
  • Account management
  • Proficient in Envestnet and Salesforce
  • Client service standards
  • Problem-solving

Languages

Spanish
Native or Bilingual

Timeline

Client Service Manager

Mercer Global Advisors
02.2023 - Current

Client Service Associate

Morgan Stanley
08.2019 - 01.2023

Financial Advisory Intern to Blind Advisors

Morgan Stanley
06.2018 - 12.2018

MBA - Finance

California State University, Stanislaus

Bachelor of Science - General Business

San Jose State University

Similar Profiles

CREATE PROFILE
Joselyne Solorio