Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Executive Assistant/ Client service Associate  who is skilled at multi-tasking and maintaining a strong attention to detail. Employs professionalism and superior communication skills to meet client and company needs.
  • Microsoft Office proficiency
  • Proper phone etiquette
  • Articulate and well-spoken
  • Strong problem solver
  • Meticulous attention to detail
  • Invoice processing
Client Service Associate/Executive Assistant, 07/2016 to 03/2017
LabcorpNewark, ,
  • Support the management in organizing meetings and performed various tasks including the preparation and distribution of meeting materials and taking notes.
  • Awarded an Ammy Awards for highest use of Ameriprise tools and influencing clients to use them, thus increasing more clients for the advisors.
  • Expertly analyze all expense reports on daily basis to maintain accuracy and proper expense disclosure, which enable to prepare a summary of all expenses and track due payments.
  • Delivered an active support to advisor in servicing clients, preparing financial plans, conducting investment research, completing, and recording trades and transactions.
  • Administer, plan and execute social media marketing strategies to enhance brand awareness and positioning, as well as maintained compliance in line with company's established standards and requirements.
  • Supported Branch Manager for Recruiting events and onboarding of new employees.
  • Managed the advisor's complex and frequently changing travel arrangements and coordinated the pre-planning of trips.
  • Managed external contacts for advisor and kept track of periodic communication needed for priority contacts.
  • Developed and maintained an alert system for upcoming deadlines on incoming requests and events.
  • Greeted visitors entering the office, determined the nature and purpose of visit and directed them to the appropriate destination.
  • Processed travel expenses and reimbursements.
  • Assisted with team building initiatives and overall support for maintenance of organizational culture and employee morale.
  • Directed administrative functions for the directors, principals, consultants and key managers.
  • Distributed company-wide announcements, booked conference rooms and coordinated catering for annual staff development forum.
  • Researched, proposed and implemented vendor services to decrease costs to organization.
Client Services Representative, 02/2016 to 07/2016
EversanaChatham, MA,
  • Delivered professional and accurate support to customers and handled all customer inquiries raised within the Call Center via telephone, email, FAX, and web chat.
  • Ensured the completion of all transactions and customer requests within defined service level times, while meeting accuracy and productivity standards.
  • Stayed abreast and compliant with IRA retirement products, promotions, rates and departmental policies and procedures.
  • Corresponded with customers and internal departments on regular basis via phone, email and in writing or as required to resolve all service requests in a very well organized manners.
  • Carried out all activities regarding the handling of In Kind Transfers of Non-Standard Assets, processed documentation related to Non-Standard Assets, identified suspicious activities and reported such activities to Fraud Management team.
  • Reviewed and examined departmental documents for appropriate distribution and filing, as well as researched and updated all required materials needed for firm and partners.
  • Researched, proposed and implemented vendor services to decrease costs to organization.
  • Greeted visitors entering the office, determined the nature and purpose of visit and directed them to the appropriate destination.
  • Developed and maintained an internal client filing system.
Associate Consultant, 01/2011 to 08/2011
Gallagher Bassett Nz Ltd, ,
  • Performed a variety of administrative duties such as: heavy calendar management, arranging business travel and meetings, corresponding to e-mail.
  • Organized and maintained office; order supplies and prepares expense reports.
  • Planned and implemented company events.
  • Designed detailed Power Point presentations and conducts extensive internet research, greet visitors and company guests, prepares conference rooms for meetings.
  • Assisted in business development by identifying client base through various methods including: Social networking (LinkedIn) and Dice job board, marketing techniques, technology news and articles, researching company's profiles, colleague referrals, networking events.
  • Developed recruiting skills to cultivate potential candidates for specific requirements.
Client Associate, 10/2008 to 01/2011
  • Provided support to clients with respect to daily transactions for customers received through phone, fax, and letter, while ensuring the timely onward transmission of trade tickets for execution of trades.
  • Maintained high-level confidentiality of bank records and client information, deal with customer account changes and delivered reports and other information to Financial Advisor as required.
  • Managed complex calendars and made extensive domestic and international travel arrangements.
  • Handled/directed internal /customer/partner escalation issues and worked closely with other business units and executive assistants around the globe.
  • Strategically led business operations and projects and streamlined business processes in R&D team.
  • Arranged candidate interview.
  • Managed employees' on-boarding and off-boarding.
  • Planned and organized all-hands meetings, off-site events and company charitable events.
  • Prepared meeting agenda and presentation and all meeting logistics including room booking, AV Set up and catering.
  • Created /maintained distribution lists, resource inbox and shared calendars.
  • Processed expense report, generated purchase order/track invoice.
  • Supported all Vice presidents and directors in the business units as needed and collaborated with all EAs in the business unit and cross functional groups.
  • Approved expense reports, purchase orders, travel, and vacation requests.
  • Go to person for software/tools and office related issues.
Module : , Expected in
- ,
Project Management - Stanford university: , Expected in 2014
- ,
: Bachelor of Arts (Honors in Marketing , Expected in 2006
Thames Valley University - ,
MBA: , Expected in 2008
James Cook University - ,
administrative duties, administrative functions, business development, business operations, business processes, Call Center, client, clients, documentation, e-mail, email, expense reports, FAX, filing, Financial Advisor, preparing financial plans, functional, insurance, team building, logistics, marketing strategies, marketing, materials, meetings, office, Power Point, networking, taking notes, internet research, organizing, organizational, policies, positioning, presentations, Project Management, recording, Recruiting, researching, research, sales, staff development, telephone, phone, transmission, travel arrangements, well organized, articles

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Resume Overview

School Attended

  • Thames Valley University
  • James Cook University

Job Titles Held:

  • Client Service Associate/Executive Assistant
  • Client Services Representative
  • Associate Consultant
  • Client Associate


  • Module
  • Project Management - Stanford university
  • MBA

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