Gary Gunsalus
Gilbert
Summary
Personable and driven with robust understanding of client relations and business development. Equipped with strategic planning and project management skills, ensuring seamless client experiences and operational efficiency. Committed to leveraging these capabilities to drive impactful results and foster long-term client partnerships.
Overview
12
12
years of professional experience
Work History
Client Services Vice President
J.P. Morgan Private Bank
11.2012 - Current
- Ensured compliance with regulatory requirements while maintaining exceptional levels of customer satisfaction and trust.
- Developed trust and rapport with clients, as well as their banking team, allowing my management team to personally assign coverage to me for our largest clients and family offices.
- While understanding our clients needs, as well as the products we offer, I was able to grow our "Bank With Us" program by over 1,100% in four years and 700% in the last two years.
- Provide day-to-day support for our clients, family offices, and partners on tasks such as sending wires, troubleshooting online issues, stock deliveries and assisting with ensuring client's accounts had the correct authorities listed.
Senior Client Service Associate
UBS Financial Services
10.2016 - 12.2019
- Retained high-value clients by proactively identifying potential concerns and proposing appropriate solutions.
- Optimized workflows by automating repetitive tasks using advanced software tools, allowing more time for focused customer interactions.
- Built strong relationships with clients through regular communication and prompt follow-ups on outstanding matters.
- Served as a trusted advisor to clients, maintaining confidentiality while offering personalized guidance on financial strategies.
Education
Bachelor of Science - Business Management
Arizona State University
Tempe, AZ05-2004
Skills
- Client relationship building
- Clear communication skills
- Time management skills
Timeline
Senior Client Service Associate
UBS Financial Services
10.2016 - 12.2019
Client Services Vice President
J.P. Morgan Private Bank
11.2012 - Current
Bachelor of Science - Business Management
Arizona State University
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