Client Success/Client Relations

provided exceptional administrative support to senior executives, enabling smooth operations and enhancing overall productivity. My responsibilities encompassed a wide range of tasks, including managing calendars, scheduling meetings, and coordinating travel arrangements. I maintained confidentiality while handling sensitive information and documents, ensuring strict adherence to privacy and security protocols.

I played a crucial role in project management, tracking deadlines, and ensuring seamless coordination among team members. With my proactive approach and ability to prioritize tasks, I consistently met deadlines and exceeded expectations, contributing to the overall success of the executive team at Ruggie Wealth.

I had the privilege of serving as a trusted advisor to our valued clients in their real estate journey. My primary focus was on building and nurturing strong relationships with clients, ensuring their needs and expectations were met with exceptional service.

I actively engaged with clients to understand their unique requirements, preferences, and financial considerations. Through in-depth needs analysis, I provided personalized solutions and guidance, offering a range of properties that aligned with their goals and budget

My primary focus was on ensuring the highest level of care and support for our clients. I played a pivotal role in fostering positive and trusting relationships with clients, their families, and caregivers. My responsibilities encompassed a wide range of tasks aimed at enhancing the client experience and promoting their well-being.

I actively engaged with clients to assess their needs, preferences, and treatment goals, tailoring our services to meet their unique requirements. By conducting regular check-ins and maintaining open lines of communication, I built a rapport with clients, serving as their advocate and point of contact throughout their journey with the agency.

Proven Business Impact

✔ Systems Implementation: SME for new EMR/CRM system implementation. Streamlined patient care process and enhanced end-user effectiveness.

✔ Provider Relationship Management: Serve as the bridge between patient/client and provider, ensuring scheduling optimization and continuity of care for patients/clients. Raise awareness of community resources available to patients/clients and facilitate the referral process.

✔ Customer Success & Patient Services Training: Developed, implemented and led 3 week hands-on practical sessions for new hires focused on processes and systems . Employees are able to work independently, less errors, decrease in patient/client wait times and overall enhancement in business efficiency.