Courtney Middelton

Responsible for oversight of operational processes, marketing strategies, and client service efforts.

Managed complicated, client-centric projects.

• Developed and implemented comprehensive marketing strategies to enhance brand visibility and client engagement.

• Managed team's client service processes.
• Developed and maintained strong relationships with clients to foster loyalty and satisfaction.
• Collaborated with financial advisors to support client account management and investment strategies.
• Processed account transactions accurately, ensuring compliance with regulatory requirements.

Managed multiple marketing strategies and product development initiatives within the 401(k) Marketing Division.

Facilitated letter of credit draft and approval process for international clients.

Responsible for department reporting and reconciliation.

• Managed client inquiries through multiple communication channels, ensuring prompt and accurate responses.
• Facilitated account maintenance requests, enhancing overall customer satisfaction and retention.