Jake Nelson
Senior Service Center Specialist @Bankers Life
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WORK HISTORY
Senior Service Center Specialist @Bankers Life
Chicago, IL, US
Developing and nurturing relationships with financial advisors and clients to ensure product understanding and satisfaction.• Managing and resolving complex customer inquiries related to financial products, focusing on delivering exceptional customer service.• Assisting financial advisors in creating and maintaining client portfolios, resulting in increased client retention and portfolio growth.• Collaborating with cross-functional teams to address customer needs and provide comprehensive solutions.• Conducting thorough research on financial products and services to provide recommendations to enhance client portfolios, aligning with customer goals.• Leading weekly team meetings to improve workflow efficiency, identify areas for improvement, and streamline client service delivery.• Maintaining high customer satisfaction standards to meet or exceed goals.
EDUCATION
The University of Kansas
Finance, Finance, General
ABOUT JAKE NELSON
Just a Kansas boy working in finance in the world’s greatest city.
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