Katie Becker

  • Director of Client Services
  • Milford, Connecticut 06460
  • Feb 08, 2018
Full time Customer Service

Personal Summary

Seasoned, multifaceted, and intuitive professional, with hands-on experience in managing company’s relationship with clients and maintaining high retention rate. Exemplify keen expertise in motivating team to meet and exceed set-forth goals while resolving issues by observing compliance with standards of customer service. Exhibit exceptional skills in boosting employees’ performance by fostering a collaborative working environment.

Work Experience

Director of Client Services
Foundation Source
  • Enforce a collaborative environment across all areas of the business by leading and developing a cohesive team of client services professionals.

  • Assume responsibility in guiding more than 65 clients as well as in enhancing the performance of direct reports and boosting success rate of team members while managing overall work product.

  • Hold responsibility in overseeing the team’s portfolio which consist of more than 500 clients while meeting customer requirements in a timely manner.

  • Exemplify exceptional skills and knowledge to efficiently resolve issues with private foundation management such including grant and expense compliance, international grantmaking, and self-dealing concerns.

Notable Accomplishment:

  • Outperformed annual department performance indicators by 97% in relation to client retention while boosting referrals potential by managing client and advisor relationship.

Senior Private Client Advisor
Foundation Source
  • Acted as advisor to more than 80 private foundation clients including their board members, staff, financial advisors, and other trusted counselors.

  • Addressed phone calls and emails in a timely manner while maintaining accuracy and personal contact with a dedicated base of clients.

  • Expanded the client base within the business platform and delivered technology support while familiarizing clients with the online interface.

  • Drove efforts in improving compliance and governance knowledge as well as in addressing issues affecting private foundations while providing philanthropic assistance.

Associate Private Client Advisor
Foundation Source
  • Provided high level of assistance to a team of private client advisors and a private foundation clients group.

  • Rendered support to clients in availing all of the services offered.


Bachelor of Arts
Sacred Heart University