- , , 100 Montgomery St. 10th Floor
- (555) 432-1000
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- Date of Birth:
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Analytical and detail oriented Client Service Specialist offers two years of experience supporting and enhancing operations with excellent sales, service and administrative abilities across several distribution channels. Multitasking effectively in fast-paced dynamic environments. Proficient in financial reporting and regulatory compliance. Focused on taking on additional projects and tasks to enhance efficiency. Committed to holding myself accountable without supervision in order to deliver reports, projects and tasks in a methodical approach.
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First Republic – Boston, MA,
- Assisted with weekly projects and tasks by proactively reaching out to Strategic Relationship Team, Institutional Team and Institutional Advisors Channel.
- Increased sales support for Eastern and Western Intermediary Teams.
- Always reach out to Compliance when unsure, rather than assuming.
- Maintained confidential information.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Cultivated long-lasting client relationships based on trust and solid understanding of business needs.
- Maintained accurate and current customer account data with manual forms processing and digital information updates.
Fort Lewis College – City, STATE,
- Managed administrative logistics of events planning, including signing in, fee collection, event booking and event promotions.
- Worked within team’s to set up and take down sport event equipment.
Terry’s Ace – City, STATE,
- Managed POS system to total purchases and receive and process cash, credit and debit card payments.
- Shared personal recommendations and product knowledge with customers to help determine correct product for customer DIY projects.
Fort Lewis College - Durango, CO
Former Thornburg's D&I Committee member.
Former Women of Thornburg member.
- SIE completion.
- Pursuing completion of FINRA Series 7 Top off & 66.
- Google Analytics.
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School Attended
- Fort Lewis College
Job Titles Held:
- Client Service Specialist
- Fort Lewis Sport Event Associate
- Paint Department Sales Associate
Degrees
- Bachelor of Arts
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