Tanya Klimpel
Vice President-executive Services and Client Resolution Group @Ameriprise Financial Services, LLC
Signup · Get unlimited contacts
WORK HISTORY
Vice President-executive Services and Client Resolution Group @Ameriprise Financial Services, LLC
Minneapolis, MN, US
Five groups make up the Tier II Services Team; Elite Advisor Services (EAS), Elite Client Services (ECS), Executive Services, Experienced Advisor Recruit Support Desk, and Client Resolution Group (CRG). Provide specialized support for CAC, PWA and EAR practices for issues that fall outside of BAU (Tier I) support as well as providing support to advisors with $3mm + client relationships to ensure their business is processed effectively. My teams assist field leaders seeking information from corporate on a wide range of topics not limited to issues that fall inside of Service & Operation. We respond to client emails, letters, and social media posts. We support the Contact Center for issues that require Tier II support in the following lines of business; Mutual Funds, Alternative Investments, 529 Plans, Money Movement, Account Transfers, Security Processing, Cost Basis, Tax, Client Account Maintenance, Financial Plans, Life Events, New Business, Margin, Trading, BORD Restrictions, Managed Accounts, Compensation, Licensing, and Client Transitions.
EDUCATION
Hamline University
Master of Business Administration - MBA, Marketing Emphasis
University of Wisconsin-River Falls
BA, Business Administration and Communications
SKILLS
ABOUT TANYA KLIMPEL
Highly accomplished leader with extensive experience in the financial services industry. Proven track record of building high performing teams, focusing on superior customer outcomes, and driving results. Ability to foster strong collaborative relationships, influence across all levels, and achieve goals. Described as persuasive, decisive, results-oriented, collaborator, and organized.SPECIALTIES: • Creating effective and engaged teams• Creating segmented service model focusing on HNW Clients• Lean • Strategic thought leadership• Critical thinking
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.