MacKenzie Nold Lindblom
Director of Client Services at Quest CE | Team Builder | Customer Solutions Champion
- Role
- Director of Client Services at Quest Ce
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About MacKenzie Nold Lindblom
For over thirty years, Quest CE has been the premier provider of compliance training and tracking solutions to the financial services industry. In addition to offering on-demand insurance and designation continuing education, Quest CE provides a complete spectrum of proprietary technology solutions for managing compliance risk exposures. Serving more than leading insurance carriers, broker-dealers, banks, and other financial institutions, Quest CE is committed to providing advanced custom solutions at cost effective rates, while providing a level of service that greatly surpasses that of our competitors. Quest CE is the single source solution for organizations’ training and compliance needs.Specialties: FINRA Firm Element, Compliance Training, Compliance Consulting, Needs Analysis, Annual Tracking, On-Demand Annual Compliance Meetings, Anti-Money Laundering Training, Business Administration, Client Relationship Management, Content Development, Vendor Relationships
Experience
Director of Client Services
Jan 2025 — Present
Overseeing the Account Executive and Online Services departments, the Director of Client services primary goal is to ensure operational excellence, superior customer service, and client retention for Quest CE. Additionally, this role will act as a liaison between the business and IT teams to scope, coordinate, and execute key projects, ensuring accurate delivery and tracking project success. The Director of Client Services drives client revenue growth and satisfaction through innovative service solutions, efficient operations, and cross-departmental collaboration.
Education
Marquette University
Bachelor of Arts, Elementary Education
2004 — 2008
Marquette University
Bachelor of Arts, Psychology
2004 — 2008
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