Phyllis Baker
Client Relationship Specialist at Focus Partners Wealth | Greater St. Louis
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Phyllis Baker serves as a Client Relationship Specialist at Buckingham Strategic Wealth, where she leverages her extensive background in sales, relationship management, and business development to enhance client experiences and foster long-term partnerships. With a proven track record in both the travel and financial industries, Phyllis excels in delivering exceptional customer service, ensuring that clients feel valued and understood. Her role involves conducting thorough client needs analyses to tailor financial strategies that align with individual goals, thereby reinforcing Buckingham's commitment to acting in the best interest of its clients.
Currently, Phyllis is spearheading several key projects aimed at improving client engagement and satisfaction. By utilizing advanced CRM tools, she streamlines account management processes, ensuring that each client receives timely updates and personalized support. Her strategic thinking and critical analysis skills enable her to identify opportunities for enhancing service delivery, while her approachable demeanor fosters open communication and trust.
In addition to her project work, Phyllis actively participates in team-building initiatives, sharing her insights on effective relationship management and client retention strategies. Her expertise in social networking and advertising further enhances Buckingham's outreach efforts, allowing the firm to connect with potential clients in meaningful ways. With a dedication to continuous improvement and a passion for helping clients navigate their financial journeys, Phyllis Baker is a vital asset to the Buckingham Strategic Wealth team, embodying the organization’s mission of true wealth management.
Client Relationship Specialist at Buckingham Strategic Wealth in June 2022 to Present
Client Relationship Specialist at Focus Partners Wealth in June 2024 to Present
Client Associate at RBC Wealth Management in November 2020 to May 2022
Director of Hotel Sales at TravelPlex Travel & Cruise in October 2019 to November 2020
Corporate Accounts Manager at Wingtips Lounge in November 2017 to August 2019
Account Manager at Gwin's Travel in August 2013 to November 2017
Product Manager at BCD Travel in February 2012 to May 2013
ResX Administrator / Hotel Specialist at Gwin's Travel in March 2010 to February 2012
Office Administrator / Sales Manager at Fourth Quarter Financial Coach in May 2007 to February 2008
Branch Office Administrator (BOA) at Edward Jones in July 2005 to May 2007
Merchant Partnerships Manager at American Express Incentive Services (Now Blackhawk Engagement Solutions) in September 2001 to October 2004
Manager, Strategic Marketing Initiatives at Trans World Airlines in October 2000 to July 2001
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Wealth Management Services
Investments
Alternative Investments
Client Needs Analysis
Financial Services
Customer Relationship Management (CRM)
Account Management
Sales
Marketing
Management
Strategy
CRM
Strategic Planning
Budgets
Sales Management
Social Media
Advertising
Social Media Marketing
Recruiting
Direct Sales
Small Business
Entrepreneurship
Strategic Thinking
Travel Management
Operations Management
Corporate Travel
Customer Relationship Management
Office Management
Business Development
Team Building
Customer Service
Leadership
Coaching
Training
Teamwork
Public Speaking
Team Leadership
Relationship Building
New Business Development
Social Networking
Online Booking Tools
Sales & Marketing Strategy
Decision-Making
Critical Thinking
Servant Leadership
Concur Expense, Travel and Invoice
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What is Phyllis Baker email address?
Email Phyllis Baker at [email protected] and [email protected]. This email is the most updated Phyllis Baker email found in 2026.
What is Phyllis Baker phone number?
Phyllis Baker phone number is +16366346374 and +16365277910.
How to contact Phyllis Baker?
To contact Phyllis Baker send an email to [email protected] or [email protected]. If you want to call Phyllis Baker try calling on +16366346374 and +16365277910. (updated on November 04, 2024)
What is Phyllis Baker net worth?
Phyllis Baker has an estimated net worth of $375,000 to $499,999
What company does Phyllis Baker work for?
Phyllis Baker works for Focus Partners Wealth
What is Phyllis Baker's role at Focus Partners Wealth?
Phyllis Baker is Client Relationship Specialist
What industry does Phyllis Baker work in?
Phyllis Baker works in the Travel Arrangements industry.
Phyllis Baker Email Addresses
Phyllis Baker Phone Numbers
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