Katie Rosati
Bethlehem
Summary
Knowledgeable and dedicated client liaison team leader with extensive experience in finance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
11
11
years of professional experience
Work History
Client Liaison Team Leader
Equitable Financial
2021.10 - Current
- Lead the service department, overseeing daily client servicing operations and supervising support staff while reporting directly to the senior partners.
- Serve as the primary liaison between clients and financial advisors, ensuring seamless communication and execution of retirement account transactions.
- Process and manage rollovers, withdrawals, contributions, new account applications, and account maintenance changes with a strong focus on accuracy and compliance.
- Prepare and coordinate all required documentation and paperwork to support advisor-client meetings and financial planning initiatives.
- Utilize Microsoft Office, Salesforce and ClientWorks to maintain accurate client records, track workflows, and support reporting functions.
- Designed and implemented a fixed annuity tracking workflow to proactively monitor contract maturity dates, improving efficiency, reducing missed deadlines, and enhancing client retention opportunities.
Manager
Karony Erectors
2015.02 - 2021.10
- Coordinated staff schedules and arranged necessary transportation and accommodations to facilitate efficient operations.
- Facilitated onboarding processes for new staff members to ensure smooth integration into the team.
- Managed payroll operations to ensure timely and accurate compensation for all employees.
- Oversaw documentation processes, ensuring timely and precise record maintenance.
- Oversaw bill payment operations to enhance efficiency and accuracy. Coordinated with finance team to streamline payment processes. Developed strategies to improve customer satisfaction in billing inquiries.
Education
Bachelor of Science - Business Management
DeSales University
Center Valley2020-04
Skills
- Customer service expertise
- Schedule management
- Professional telephone demeanor
- Administrative support
- Client relations
- Teamwork and collaboration
- Problem-solving skills
Timeline
Client Liaison Team Leader
Equitable Financial
2021.10 - Current
Manager
Karony Erectors
2015.02 - 2021.10
Bachelor of Science - Business Management
DeSales University