Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Carlos Ortiz

Powder Springs

Summary

Dynamic Client Relationship Manager with a proven track record at Morgan Stanley, excelling in client needs assessment and relationship cultivation. Skilled in Salesforce and conflict resolution, I enhanced customer satisfaction through tailored solutions and proactive communication, driving client retention and fostering long-term relationships.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Client Relationship Manager

Morgan Stanley
01.2023 - Current
  • Maintained detailed records of all client interactions, ensuring accuracy in account management and reporting activities.
  • Developed strong rapport with clients through consistent follow-up and attention to detail.
  • Facilitated smooth onboarding experiences for new clients, guiding them through product setup and training procedures.
  • Strengthened client relationships by maintaining regular communication and addressing concerns promptly.

Client Relationship Manager

ETRADE Securities
08.2021 - 09.2023
  • Improved customer satisfaction rates by providing tailored solutions to meet individual client needs.
  • Identified opportunities to refer to Financial Consultants and communicated customer needs to appropriate team.

Car Porter

Auto Memories Classic Cars
04.2021 - 06.2021
  • Picked up vehicles from and delivered vehicles to customers as directed by management.
  • Supported dealership operations through regular inventory checks, updating vehicle status, and moving cars as needed.
  • Inspected interior and exterior of vehicles for cleanliness and accurately identified imperfections outside vehicle standards.

Car Porter

Select Luxury Services
05.2020 - 03.2021
  • Enhanced customer satisfaction by efficiently transporting vehicles to designated areas.
  • Actively supported team members in various tasks when required, creating a collaborative atmosphere within the workplace.
  • Improved dealership appearance by maintaining clean and organized car displays.
  • Collaborated with sales staff to ensure timely preparation of sold vehicles, ultimately boosting customer satisfaction rates.

Line Cook

Verra Zanno
04.2020 - 01.2021
  • Prepared multiple orders simultaneously during peak periods with high accuracy rate, maximizing customer satisfaction, and repeat business.
  • Collaborated with team members to maintain a clean and safe working environment, adhering to health and safety guidelines.
  • Set up and prepared cooking supplies and workstations during opening and closing to maximize productivity.

Restaurant Waiter

Verra Zanno
09.2019 - 11.2019
  • Maintained clean and organized dining areas for optimal guest experience.
  • Cultivated warm relationships with regular customers.
  • Quickly reset and cleaned up tables after customers left to enable speedy turnaround and guest flow.
  • Answered customers' questions, recommended items, and recorded order information.

Education

High School Diploma -

Superior Vocacional Cidra
Cidra, Puerto Rico
06-2010

Skills

  • Salesforce
  • Client needs assessment
  • Customer engagement
  • Client satisfaction-driven
  • Client retention strategies
  • Opportunities identification
  • Conflict resolution skills
  • Relationship cultivation and retention
  • Problem-solving aptitude

Certification

  • Licensed with SIE, Series 7 and series 63

Timeline

Client Relationship Manager

Morgan Stanley
01.2023 - Current

Client Relationship Manager

ETRADE Securities
08.2021 - 09.2023

Car Porter

Auto Memories Classic Cars
04.2021 - 06.2021

Car Porter

Select Luxury Services
05.2020 - 03.2021

Line Cook

Verra Zanno
04.2020 - 01.2021

Restaurant Waiter

Verra Zanno
09.2019 - 11.2019

High School Diploma -

Superior Vocacional Cidra

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Carlos Ortiz