Shivangi Amin
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Shivangi Amin

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Client Relationship Manager
New Jersey, United States

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Jobs verified_user 0% verified
  • C
    Client Relationship Manager
    Charles Schwab, Princeton and Bridgewater NJ
    Jan 2021 - Current (4 years 6 months)
    ● Handling incoming client and advisor calls to provide operational expertise on high complex and sophisticated situations ● Acting as a liaison between internal support teams including Sales, Compliance, Trading, etc as well as between clients and advisors ● Creating and developing strong client relationships by providing white glove experiences ● Managing and coaching a team of Client Relationship Specialist on maintaining branch operations on a day to day basis as well as implementing and training on new processes ● Actively uncovering new business opportunities through lead generations and prospecting
  • U
    Sales Manager
    UBS FINANCIAL SERVICES, INC
    Jul 2019 - Nov 2020 (1 year 5 months)
    Manage, coach, and develop over 90 training financial advisors through a 6-month training curriculum ● Develop content and implement on-demand team trainings on various operational, risk, and sales processes for current workflow and for new processes adopted by the firm ● Act as a point of contact to navigate complex operational issues to remediate and improve client experience ● Handle escalation issues and manager call backs to diffuse negative client situations ● Partner and deepen relationships with internal and external partners to support various business initiatives ● Continuing to foster an environment of workplace engagement and leadership
  • U
    Financial Advisor
    UBS FINANCIAL SERVICES, INC
    Jun 2017 - Jul 2019 (2 years 2 months)
    ● Built client relationships to provide advice on financial planning, investment counselling, and asset consolidation ● Utilized financial planning tools including iRetire, WealthWay, Financial Goal Analysis, Advice Advantage, College Calculator and Morningstar to provide clients with a holistic understanding of their financial picture ● Consistently handled client complaints to provide effective resolutions to improve client-branch relationships ● Invested over $9M in Investment Advisory Solutions, and consolidated over $3.5M in new assets ● Fostered the growth of new financial advisors by leading trainings and providing insight on best practices ● Developed the Women of the Wealth Advice Center in Charlotte group to fortify a cul
Education verified_user 0% verified
  • University of North Carolina at Chapel Hill
    BA in Economics Public Policy
    University of North Carolina at Chapel Hill
Awards verified_user 0% verified
  • H
    Honors Carolina Seminar on Public Policy and Global Affairs in Washington, D.C., Spring 2017