Ashley Duffy

About Ashley Duffy

An experienced sales executive with a track record of success across multiple industries…

Experience

1. Client Service Associate

   Raymond James Ltd.

   Oct 2016 — Present · Fort Myers, FL, US

   Assist top-tier clients with organizing their account statements, confirms, tax statements, etc. by devising client-specific organizational methods. Manage day-to-day communications with clients, address and solve client concerns and facilitate account management decisions. Manage reimbursements for Financial Advisors and follow up through completion. Responsible for researching client account maintenance. Prepare all correspondence including letters, forms and spreadsheets to service existing clients and prospects. Create and maintain electronic client information and corresponding account data for all clientele within the practice. Ensure required client information is current and in compliance with firm and industry requirements, rules and regulations. Maintain client database and build investment reports, including budget charts for client consultation. Assist Financial Advisors with marketing efforts including seminars, client events, holiday functions, etc. Provide high level of organization and customer service to all accounts.Kleinfield Wealth Group is an independent firm. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. For important disclosure information, please see \"Social Media Disclosure\" link in the \"Contact Info\" section.

Skills

• Management
• Sales Process
• Solution Selling
• Business Development
• Demand Generation
• Account Management
• Cloud Computing
• Communication Skills
• Exceptional People Skills
• Strategic Partnerships
• Salesforce.com
• Sales Enablement
• Crm
• Team Management
• Go-to-Market Strategy
• Business Acumen
• Value Selling
• Professional Services
• Direct Sales
• Enterprise Software
• Solution Orientated
• Strategy