Client Relations Manager @ As client relations manager at Thrive Financial Services, my role is to establish, maintain, and enhance the relationship between our advisors and clients. I interact directly with the various members of our firm, to organize, and execute plans that ensure the highest level of customer service. By establishing trust between our clients &
Client Relations Manager @ As client relations manager at Thrive Financial Services, my role is to establish, maintain, and enhance the relationship between our advisors and clients. I interact directly with the various members of our firm, to organize, and execute plans that ensure the highest level of customer service. By establishing trust between our clients & reps, I help create opportunities, by taking a proactive approach to problem solving, and time management. From September 2015 to Present (4 months) Registered Client Representative @ As a fully licensed client representative for Kades-Margolis, my role was to maintain the operational integrity for my group of select advisors. I established and managed daily client relationships through the completion of plan design and overseeing ongoing operations. In addition, I coordinated and prioritized the efforts of my advisors, including serving as the point of contact on select accounts. The value in my services led to an increased drive in positive sales results, as well as the development of a strong qualified referral base. From July 2011 to September 2015 (4 years 3 months) Financial Service Professional @ As a financial service professional at Penn Mutual, my role was to analyze financial information obtained from clients and determine strategies for meeting their own specific goals and objectives. Through the use of financial plans, I utilized my knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate to help lead clients to financial prosperity. My Duties included assessing clients' assets, liabilities, insurance coverage, cash flow, tax status, and financial objectives to establish investment strategies. From May 2010 to July 2011 (1 year 3 months) Senior Credit Account Manager @ Managed Wells Fargo Customers Financial needs. Received Pennsylvania Notary Public Dec 09. Promoted to Leadership Role within District. Lead the mentorship program throughout the District to coach junior team member’s sales execution and promote sales within the district. Co-managed Mechanicsburg branch throughout December 2009.
Sold various loan products that put customers in better financial situations. One of the leading credit managers in the entire district. Organized and presented material to multiple Universities regarding different financial products along with teaching hands on banking to students From January 2009 to May 2010 (1 year 5 months)
Bachelors of Science Business Administration, Finance @ Shippensburg University of Pennsylvania From 2004 to 2009 Perkiomen Valley High School From 2001 to 2004 Matthew Olecki is skilled in: Finance, Financial Services, Credit, Investments, Strategic Financial Planning, Asset Management, ERISA
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