Kristen Will

Inspirer
DISC Type : id

Client Care Specialist at URS Advisory

West Palm Beach, Florida, United States

Overview

Kristen is an experienced Executive Assistant with over a decade of experience supporting senior leaders, primarily within the banking and financial services industry in Florida. She is known for her skills in managing complex schedules, handling sensitive information, and ensuring smooth operations. Kristen holds a Bachelors Degree from Palm Beach State College.

As a born-and-raised Floridian, Kristen has deep roots in the local community. While her professional life is a key focus, she has also managed properties during the off-season, showcasing her organizational skills and reliability in a different context.

She was recognized as the Top Performing CSR for sales and service across 60 bank branches.

Personality Overview

Fast Adopter

Confident & Optimistic

Achievment Oriented

They measure a product on its merit but can be influenced by strong testimonials.  They don’t mind taking a stand if they believe in something. They usually prefer to drive the conversation.

Topics They Care About

Executive Support
With 10+ years of experience assisting senior leaders and CFOs, she excels at calendar management, financial reporting, and confidential correspondence.
Client Relationship Management
In her roles as a Client Care Specialist and Manager, she has a proven track record of building strong customer relationships and proactively solving service issues.
Financial Operations
Her background includes managing daily financial reconciliations, supervising teller operations, and supporting senior lending officers in the banking sector.

Media Appearances

Kristen has no verified media appearances

Work History

7-2025
Client Care Specialist at URS Advisory
6-2016 - 7-2025
Sales & Route Manager / Client Operation at Highland Pest Control
1-2016 - 12-2025
Property Manager in the off season at Self.
1-2012 - 6-2016
Executive Assistant to Chief Executive Officer/ Deposit Operations Specialist at Palm Beach Community Bank
1-2004 - 1-2012
Lending Assistant / Team Lead at Riverside National Bank

Education

1-2022 - 12-2024
Bachelor's Degree from Palm Beach State College
1-2020 - 12-2022
Associate of Arts - AA from Palm Beach State College

More Information

Social Presence :

Prographics :

Exp : 26 Location : West Palm Beach, Florida, United States Job Level : Junior Designation : Client Care Specialist at URS Advisory
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Insights For Selling To Kristen

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Look like someone who is on top of their game
  • Get them to a point where they are ready to bat for your product internally

DONT's

  • Don't be unorganized, be prepared for the pitch
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kristen is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Kristen

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Kristen move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Kristen take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Kristen

Personality Compatibility


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