brook herzog 1677 felton causeway chicago il 1 555 589 7312 work experience vp client management phoenix az 012018 present provide guidance phases client service client relationship building account maintenance assist business activities hsbcs investment management capabilities understand client needs order identify opportunities expand grow existing client relationships act liaison product investment teams back middle office functions order satisfy client needs operating within internal parameters according global standards policies manage comprehensive periodend client reporting designated product groups manage endtoend client management process enable bottom line impact excellence client management process ensure direct impact customer perception hsbc providing high quality onboardingclient experience client management phoenix az 102010082017 cross selling pcm products appropriate customer needs providing superior service support pcm solutions analysing clients activities providing advice suggestions clients improve generate referrals global businesses eg private banking pb global banking markets gbm retail banking wealth management rbwm appropriate nam infrastructure managers global client mdm teams understanding appreciation operation culture chinese banks ideally experience gained working within organization sound credit risk knowledge navigate liaise within software development organization strong knowledge capital credit markets financial products assistant client management boston provide positive professional onboardingclient experience new customers help understand clients needs order improve offering existing customers generate cross country referrals facilitated via global links 072003042010 generate referrals global businesses eg private banking pb gbm retail banking wealth management rbwm appropriate accountable delivering client service excellence globally effectively managing risks issues identification opportunities globally effectively managing regional csms deliver client promises identify introduce service improvements improve overall client experience resolves global client service issues challenges final escalation point identify opportunities streamline processes eliminate redundancy increase revenue strengthen relationships oklahoma state university tulsa bachelors degree finance education professional skills 19982003 clear communication skills high influencing skills concise clear reasoning confidence senior audience strong communication presentation skills english chinese proven ability understand develop present senior levels proven problem solvingdecision making skills demonstrated team leadership interpersonal skills strong analytical skills financial business acumen strong people leadership skills create engagement commitment drive superior results achievements strong analytical problemsolving technical experience driving team individual performance achieve customer financial targets