Ashlei Gloye

Sales Account Manager @Capital Group

Support a multi-billion dollar sales operation for a leading financial services firm, coordinating complex meeting schedules and events for both external financial advisors and internal sales representatives. Successfully managed a high volume of outbound calls and administrative tasks to optimize efficiency and enable sales team productivity.•Serve as a knowledgeable and reliable point of contact for financial advisors, responding to complex inquiries regarding private market strategies, fund performance, and account logistics to help drive sales growth•Provide dedicated operational support to the high-net-worth sales team, including managing client onboarding processes, coordinating complex account documentation, and facilitating investment transactions with accuracy and timeliness.•Facilitated communication between sales representatives and clients, streamlining transactions and improving team efficiency.•Utilize CRM systems, like Salesforce, to maintain meticulous records of high-net-worth client interactions, track sales activity, and assist in preparing and running specialized reports for strategy and portfolio analysis.