Heather Schmidt
client service manager at bank of america merrill lynch@ Bank of America Merrill Lynch
Trevose, Pennsylvania, United States
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Heather Schmidt is a highly experienced professional with 23.9 years of work experience in the financial services industry. She currently works as a Client Service Manager at Bank of America Merrill Lynch in Trevose, Pennsylvania. Prior to this, she worked at Vanguard as a Client Relationship Administrator. With a strong background in customer service, Heather has successfully managed client relationships and provided excellent support to clients. Her expertise in the financial services sector makes her a valuable asset to any organization.
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Emails and Phone Numbers

@aol.com
+1 632815****
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About

Client Service Manager at Bank of America Merrill Lynch

Work Experience

100 North Tryon Street, Charlotte, NC, 28255, US

Financial Services

18424
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Heather Schmidt's Professional Milestones

  • Client Service Manager (2007-10-01~): Optimized client satisfaction through effective communication and problem-solving skills.
  • Client Relationship Adminstrator (2000-01-01~2007-10-01): Successfully managed and managed complex client relationship agreements, ensuring smooth operations and client satisfaction.
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Education

Fox School of Business at Temple University
Fox School of Business at Temple University

Human Resources

1995-2000