Jude Zannu

• Prepared customized financial models tailored to each client's financial situation
• Developed recommendations for product offerings to help client meet financial goals
• Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
• Met with clients to generate new business and negotiate contracts.
• Developed and maintained strong relationships with clients to maximize satisfaction.
• Helped clients make informed decisions about financial future.
• Collaborated with clients to develop customized investment portfolios.
• Researched and evaluated potential investment products for clients.
• Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
• Educated clients on potential risks and rewards associated with various investments.
• Monitored and updated financial plans to comply with client goals.

• Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
• Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
• Educated clients on new products or services to increase customer engagement with brand.
• Facilitated client satisfaction and renewed customer relations to drive growth.

· Develop and maintain solid relationships with clients as well as internal partners through the coordination of efforts with various internal departments and divisions within NBIN

• Ensure that a high level of customer service is maintained with clients by keeping them informed of new developments, policies & procedure, products, and all available services as they relate to their business needs

• Maintain an impeccable level of client service experience by responding promptly to email, keep clients up to date, and assisting clients with any service required to help their business needs

• Coordinate efforts with internal partners by serving as liaison between PM firms and NBIN to ensure clients requests are resolved in a timely fashion

• Ensure prompt and thorough resolution of all client issues and recommend improvements in policies and procedures with the ultimate goal of continually improving our service delivery

• Coordinated with internal teams to facilitate prompt delivery of client projects.
• Monitored and analyzed customer feedback to identify opportunities for improvement.
• Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.

• Handled customer inquiries and suggestions courteously and professionally.
• Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
• Answered constant flow of customer calls with minimal wait times.
• Answered customer telephone calls promptly to avoid on-hold wait times.
• Updated account information to maintain customer records.
• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
• Offered advice and assistance to customers, paying attention to special needs or wants.
• Responded to customer requests for products, services, and company information.
• Clarified customer issues and determined root cause of problems to resolve product or service complaints.
• Processed customer service orders promptly to increase customer satisfaction.
• Participated in team meetings and training sessions to stay informed about product updates and changes.
• Provided primary customer support to internal and external customers.
• Utilized customer service software to manage interactions and track customer satisfaction.
• Tracked customer service cases and updated service software with customer information.
• Developed customer service policies and procedures to meet and exceed industry service standards.
• Assisted clients with buy/ sell orders of stocks, and other investment products
• Reviewed and investigated buy/sell orders and reported back accurate and exact information to clients
• Followed up on client trades to ensure proper settlement and delivery; informed appropriate departments for necessary action
• Investigated and resolved enquiries and complaints related to accounts and referred to the Manager when necessary