Detail-oriented leader experienced in building and managing client service teams. Strategic and tactical expertise includes transforming service center operations, cultivating long-term relationships with high net worth clients, improving operational and client service support, delivering training, and coaching, retaining, and promoting high performing staff. Ensure adherence to regulatory and compliance requirements.

I've led the development of programs and initiatives to enhance the overall client service experience while promoting a cooperative and productive environment. Result: Award winning client service team.

I took the initiative and created a value proposition document for my service team, drafted service level agreements(SLA) for a number of vendors and developed and implemented vendor scorecard to track vendor performance.

My strategic and tactical expertise includes transforming/streamlining processes and procedures, cultivating long-term relationships with business partners(internal and external), improving operational and client service support, delivering training and coaching, retaining and promoting high performing team members.

FINRA Series 24, 7, 66, 6, 63

Email: mottmaxine@comcast.net

Core Competencies:
Strategic Planning and Execution | Performance Management | Risk Mitigation and Compliance | Client Relationship Management | Wealth Management | Participate and Lead Department Projects | Strong Analytical and Problem Solving Skills | Excellent Communication Skills | Strong Team Leadership and People Development Skills | Continuous Improvement