Randy Taylor

About Randy Taylor

Experienced Team Specialist with a demonstrated history of success in the financial…

Experience

1. Senior Registered Client Service Associate-wealth Management

   Morgan Stanley

   Jul 2021 — Present · Raleigh, NC, US

   Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.Conduct outreach to maintain strong relationships with client base and identify Firm services, such as digital, online access, and cash management offerings that support clients\' needs.Prepare financial reports, spreadsheets and other materials for client meetings.Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness.Input orders for and perform duties that support Financial Advisors in daily business practices.Use creativity, problem solving skills, and in-depth product knowledge for successfully arriving at solutions for retaining clients and resolving complex client issues.

Education

• Rollins College

  B. A, Life Sciences, minor in speech and communications

  1972 — 1976

Skills

• Asthma
• Capital Equipment
• Sales Operations
• Rheumatology
• Pulmonology
• Product Launch
• Endocrinology
• Dermatology
• Oncology
• Urology
• Pharmaceutical Sales
• Pharmaceutical Industry
• Sales Force Development
• Hypertension
• Sales Effectiveness
• Contract Negotiation
• Selling
• Training
• Ob/Gyn
• Operating Room
• Orthopedic
• Recruiting
• Infectious Diseases
• Clinical Research
• Managed Care
• Diabetes
• Cardiology
• Pain Management
• Medical Sales
• Hospitals
• Hospital Sales
• Internal Medicine
• Materials Management
• Sales Presentations
• Medicine
• Allergy
• Building High Performance Sales Teams
• Sales Management
• Market Development
• Surgery