Renee Biscardi
Financial Services Professional
- Role
- Financial Services at Ameriprise Financial Services, LLC
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Renee Biscardi
Client Service Senior Manager focused on delivering strong client experiences and…
Experience
Financial Services
Ameriprise Financial Services, LLC
Mar 2024 — Present · Bucks County, PA, US
Manage a portfolio of 200+ client accounts, improving satisfaction scores by 25% through proactive engagement and rapid issueresolution.• Process client transactions and paperwork with 100% accuracy, ensuring full compliance with regulatory standards• Facilitated insurance and annuity applications from initiation through execution, streamlining the end-to-end process.• Developed and implemented a digital onboarding workflow, reducing intake time by 30% and enhancing client experience.• Supported financial advisors by preparing client reports and coordinating over 100 monthly account actions.• Leveraged Salesforce CRM to maintain detailed client histories and identify cross-selling opportunities.• Increased client retention by 15% through effective communication and follow-up strategies.• Contributed market trend insights that helped drive a 10% increase in client adoption of new financial products.
Education
Calvary Christian Academy
High School Diploma
2016 — 2018
University of Cincinnati
Bachelor of Science - BS
2022 — 2023
University of Cincinnati Carl H. Lindner College of Business
Master of Business Administration - MBA
2024 — 2025
University of Cincinnati Carl H. Lindner College of Business
Graduate Certificate
2024 — 2025
University of Cincinnati
Associate's degree
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