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CLIENT SERVICE ASSOCIATE Resume Example

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CLIENT SERVICE ASSOCIATE
Professional Summary
Skills
  • Balance sheets
  • Cash flow projections
  • Chi
  • Concise
  • Critical thinking
  • CRM
  • Client
  • Clients
  • Drafting
  • English
  • Financial
  • Investment analysis
  • Investments
  • Lesson plans
  • Letters
  • Mailing
  • Math
  • Meetings
  • Networking
  • Processes
  • Rapport
  • Scheduling
  • Sigma
  • Spreadsheets
  • Teaching
  • White papers
  • Tutoring
Work History
CLIENT SERVICE ASSOCIATE, 06/2018 to Current
Kutscher Benner Barsness and Stevens Inc – Seattle, WA
  • Coordinate with 200+ clients, firm partners, financial custodians and other related professionals to service client accounts, implement reports, and schedule informative meetings to review portfolios and provide recommendations.
  • Compile clients' financial data (balance sheets and cash flow projections) into concise spreadsheets to help clients visualize and understand their data.
  • Delivered superior client services, fostering strong rapport, retention and satisfaction by using Salesforce as our main CRM platform, along with other SaaS tools, such as ShareFile, and DocuSign.
ONLINE TUTOR, 05/2015 to Current
Chegg.com – Seattle, WA
  • Delivered premium tutoring to students age of all ages and abilities in politics, english, writing, and math.
  • Developed over 100 comprehensive lesson plans to meet goals identified in students' individualized study plans.
  • Helped students target their weaknesses by simplifying concepts and teaching critical thinking to solve problems.
09/2016 to 05/2018
Whitman Investment Company – Walla Walla, WA
  • Helped manage $1.3 million of Whitman College's Endowment by assisting the team in holding weekly meetings to discuss the portfolio and provided investment analysis training.
  • Championed networking efforts to communicate the mission and garner support from Whitman students and alumni.
  • Educated investors, organized student meetings, and presented stock pitches and valuations of investments.
CLIENT SERVICE INTERN, 05/2017 to 01/2018
Kutscher Benner Barsness and Stevens Inc – Seattle, WA
  • Streamlined daily processes of drafting report transmittal letters, scheduling meetings, and mailing client reports.
  • Act as primary point of contact in interaction with all client scheduling matters to ensure smooth operations.
  • Researched clients' financial needs to gain insight into improving their financial circumstances.
LEGISLATIVE INTERN, 05/2014 to 08/2016
King County Councilmember Pete Von Reichbauer – Seattle, WA
  • Researched and composed white papers regarding district initiatives (i.e., Kiwanis Club and Boys and Girls Club).
  • Organized over 30+ community service activities with constituent base (i.e., local food banks and service clubs).
  • Drafted correspondence to constituents regarding local events, charitable organizations, and high school graduations.
09/2015 to 05/2016
Sigma Chi Fraternity – Walla Walla, WA
  • Managed the writing, preparation, and mailing of all necessary chapter correspondence on behalf of officers for Sigma Chi Headquarters, university officials, and alumni.
  • Oversaw and helped organize the 1,000+ alumni relations program by coordinating alumni speakers and career events to strengthen relationships with Sigma Chi alumni for both financial support and experiential knowledge.
  • Initiated alumni mentorship opportunities to gain insight and apply prior management practices to the organization.
Education
05/2018
06/2014
BACHELOR OF ARTS: 02/2012
Whitman College - Walla Walla, WA
Politics Eagle Scout Award (Troop 294
Work History
CLIENT SERVICE ASSOCIATE, 06/2018 to Current
Kutscher Benner Barsness and Stevens Inc – Seattle, WA
  • Coordinate with 200+ clients, firm partners, financial custodians and other related professionals to service client accounts, implement reports, and schedule informative meetings to review portfolios and provide recommendations.
  • Compile clients' financial data (balance sheets and cash flow projections) into concise spreadsheets to help clients visualize and understand their data.
  • Delivered superior client services, fostering strong rapport, retention and satisfaction by using Salesforce as our main CRM platform, along with other SaaS tools, such as ShareFile, and DocuSign.
CLIENT SERVICE INTERN, 05/2017 to 01/2018
Kutscher Benner Barsness and Stevens Inc – Seattle, WA
  • Streamlined daily processes of drafting report transmittal letters, scheduling meetings, and mailing client reports.
  • Act as primary point of contact in interaction with all client scheduling matters to ensure smooth operations.
  • Researched clients' financial needs to gain insight into improving their financial circumstances.
ONLINE TUTOR, 05/2015 to Current
Chegg.com – Seattle, WA
  • Delivered premium tutoring to students age of all ages and abilities in politics, english, writing, and math.
  • Developed over 100 comprehensive lesson plans to meet goals identified in students' individualized study plans.
  • Helped students target their weaknesses by simplifying concepts and teaching critical thinking to solve problems.
09/2016 to 05/2018
Whitman Investment Company – Walla Walla, WA
  • Helped manage $1.3 million of Whitman College's Endowment by assisting the team in holding weekly meetings to discuss the portfolio and provided investment analysis training.
  • Championed networking efforts to communicate the mission and garner support from Whitman students and alumni.
  • Educated investors, organized student meetings, and presented stock pitches and valuations of investments.
LEGISLATIVE INTERN, 05/2014 to 08/2016
King County Councilmember Pete Von Reichbauer – Seattle, WA
  • Researched and composed white papers regarding district initiatives (i.e., Kiwanis Club and Boys and Girls Club).
  • Organized over 30+ community service activities with constituent base (i.e., local food banks and service clubs).
  • Drafted correspondence to constituents regarding local events, charitable organizations, and high school graduations.
09/2015 to 05/2016
Sigma Chi Fraternity – Walla Walla, WA
  • Managed the writing, preparation, and mailing of all necessary chapter correspondence on behalf of officers for Sigma Chi Headquarters, university officials, and alumni.
  • Oversaw and helped organize the 1,000+ alumni relations program by coordinating alumni speakers and career events to strengthen relationships with Sigma Chi alumni for both financial support and experiential knowledge.
  • Initiated alumni mentorship opportunities to gain insight and apply prior management practices to the organization.
Skills
  • Balance sheets, cash flow projections, Chi, concise, critical thinking, CRM, client, clients, drafting, english, financial, investment analysis, investments, lesson plans, letters, mailing, math, meetings, networking, processes, rapport, scheduling, Sigma, spreadsheets, teaching, white papers, tutoring
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    Resume Overview

    Companies Worked For:

    • Kutscher Benner Barsness and Stevens Inc
    • Chegg.com
    • Whitman Investment Company
    • King County Councilmember Pete Von Reichbauer
    • Sigma Chi Fraternity

    School Attended

    • Whitman College

    Job Titles Held:

    • CLIENT SERVICE ASSOCIATE
    • ONLINE TUTOR
    • CLIENT SERVICE INTERN
    • LEGISLATIVE INTERN

    Degrees

    • 05/2018
      06/2014
      BACHELOR OF ARTS : 02/2012

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