Elizabeth Winkle
Client Relationship Specialist at Cogent Strategic Wealth | Building relationships to help people achieve their goals
- Role
- Director of Client Relations at Cogent Strategic Wealth
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Elizabeth Winkle
If you work with a professional wealth advisor, you want to be sure someone looking out…
Experience
Director of Client Relations
May 2019 — Present · Chicago, IL, US
Core Responsibilities: execute quarterly reporting and billing, act as compliance officer for monthly reviews and annual custody exams, problem-solve account issues, manage and document all money movement, maintenance requests, and estate plan implementation • Primary Point of Contact for Clients: conduct onboarding and touch-base interactions, optimize communications methods, help them understand and adapt to repeated processes, build confidence and strengthen relationships, partner with clients’ CPAs to create strategic alliances • Team Coordination: organize and lead team meetings, manage work assignments, act as technology coordinator, fill gaps during busy year-end workload, track all follow-up work • Initiative: optimized a process for client contracts workflow, researched and implemented a scheduling system to streamline client outreach, continually focused on opportunities for improvement and added value
Education
Saint Louis University
Bachelor of Science (B.S.), Human Resources, International Business
2009 — 2013
Skills
- Training
- Phone Screens
- Employee Relations
- Sourcing
- Management
- Job Postings
- Microsoft Office
- Recruiting
- Interviewing
- Social Media
- International Relations
- Public Relations
- Human Resources
- Interviewing Skills
- Boolean Searching
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