Chioma Akolam

Lead dedicated service for West Coast financial advisors; coordinate with product/operations to resolve complex issues; oversee end-to-end service lifecycle for advisor-led accounts; process complex account maintenance, asset transfers, and multi-currency transactions for high-net-worth clients; streamline onboarding ensuring regulatory, KYC, AML compliance.

Led a team to create marketing materials including brochures, social media graphics, email campaigns, and branded assets. Collaborated with marketing, sales and leadership teams to translate business objectives into engaging visual solutions. Maintained brand consistency across all platforms and materials. Managed multiple projects simultaneously while meeting tight deadlines. Proactively proposed creative concepts to improve brand visibility and engagement. Created professional corporate presentations for internal teams and external clients, helping to improve audience engagement and clarity of messaging by 25%. Led a small team of designers on multi-stage projects, improving workflow efficiency and reducing project turnaround time by 20%.

Mastered client and advisor servicing functions for digital banking platform in independent advisor market; managed money movement with training on outbound wires, client portal requests, escalations, ledger breaks, manual wires, and transaction authentication ensuring funding within 24 hours; developed and led training to improve processes; created Culture Club to foster collaboration and inclusive culture.