r
rawrealdeal

Caleb Pierce

@rawrealdeal

White glove client operations and VIP relations for high ticket brands

Verenigde Staten
Engels
Sommige informatie wordt in het Engels weergegeven.
Over mij
Ex-Big 4 & Morgan Stanley Specialist | High-Touch Client Operations I help boutique businesses, wealth managers, and agencies deliver white-glove client experiences that drive retention and revenue. I combine institutional accuracy with high-touch support to streamline operations. Offered: VIP Client Relations: High-stakes inquiry management with 100% compliance. Client Onboarding: High-converting intake workflows for $2k–$25k services. CRM Audits & SOPs: Salesforce data cleanup & client journey optimization. Email and Chat Support Let's build a world-class customer experience together!... Lees meer

Skills

r
rawrealdeal
Caleb Pierce
offline • 
Gemiddelde reactietijd: 1 uur

Bekijk mijn diensten

Klantenservice
I will be your VIP client relations and key account manager
VanafUS$ 150 / projectMeer informatie
Algemene assistentie
I will audit and clean your salesforce CRM and optimize client data
VanafUS$ 150 / projectMeer informatie

Werkervaring

Woman's_Day

Client Services Coordinator

Woman's Day • Freelance

Apr 2025 - Apr 2026 • 1 yr

• Served as primary point of contact for 40+ active clients per month, managing relationships from initial consultation through project completion across marketing consulting and home improvement services • Conducted 25-30 client intakes weekly, assessing needs, budgets ($2k - $25K range), and timelines to align project scope and expectations • Identified upsell opportunities and contributed to a 15% increase in repeat business and referrals, supporting overall revenue growth (Company Name: WomanKindLLC )

Morgan_Stanley

Registered Client Service Rep

Morgan Stanley

Dec 2024 - Mar 2025 • 3 mos

● Enhanced service for 500+ clients, resolving issues related to account maintenance, ACH transfers, and trade disputes while executing 80+ equity transactions ● Initiated a client inquiry process using Salesforce, reducing average resolution time by 25% and improving client satisfaction scores ● Accomplished recognition as top-performing service rep on E*TRADE by maintaining a 98% client retention rate during a period of significant market volatility

EY

Consultant

EY • Fulltime

Jan 2023 - Jun 2023 • 5 mos

• Analyzed recurring revenue datasets for Fortune 500 companies, identifying $1M in ARR expansion opportunities and improving forecast precision by 20% • Reconciled financial statements and revenue ledgers using Excel and Power BI, achieving error- free client deliverables and strengthening stakeholder confidence • Forecasted quarterly revenue streams and margin performance, informing leadership decisions that improved profitability by 18% (Short: Due to going back for MBA)