Celeste Whalen
Director of Client Experience
- Role
- Director of Client Experience at Verity Wealth Partners Northwestern Mutual Private Client Group
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Celeste Whalen
Life Outcomes > Returns When it comes to financial planning, I believe in life…
Experience
Director of Client Experience
Verity Wealth Partners Northwestern Mutual Private Client Group
Oct 2023 — Present · Indianapolis, IN, US
Contribute to Team Culture• People first mindset• Solution oriented• Ensure goals are met, and projects completed on time• Active participant in team meetingsSchedule Management• Phone/Email and occasionally text to schedule current clients, qualified suspects, and prospects for meetings with Advisors and team.• Manage and maintain Advisors’ calendars, reserve conference rooms, create Zoom meeting invites and confirm appointments.• Own and execute our onboarding and retention cycle process projects. Client Service• Handle incoming calls to answer questions; refer and transfer callers to appropriate team members as necessary.• Build client appreciation through selecting and sending congratulations, retirement, baby, and holiday gifts and cards. Assist with client appreciation events.• Develop and maintain relationships with key partners (internal and external) to create a quality client experience.• Send communications to verify/collect client information to enhance the integrity of our CRM data.
Education
Ball State University
Bachelor of Science - BS, Speech Communication and Rhetoric
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