senior branch office administrator client solutions specialist resume example with 13+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

A results-driven Leadership Development Coordinator adept at managing internal knowledge transfer through effective training of new leaders. Demonstrated success in building successful and sustainable training programs. Highly organized, forward-thinking, and adaptable to changing demands. Dedicated management and leadership professional with a proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple concurrent tasks promptly. Self-motivated work ethic with the ability to work well independently and in team environments.

  • Microsoft Office, Sharepoint
  • Outlook
  • Staff Training
  • Data analysis skills
  • Project leadership
  • Analysis skills
  • Excellent written and oral communication skills
  • Exceptional customer service skills
  • Outstanding attention to detail and organization.
  • Strong problem-solving and analytical abilities.
  • Strong leadership and management experience.
  • Training solutions development
  • Client account management
Work History
Senior Branch Office Administrator /Client Solutions Specialist, 02/2016 - Current
Edward Jones Investments City, STATE,
  • Composed professional business correspondence, emails, meetings notes, and other documents
  • Maintained office supplies and equipment to support team productivity
  • Responded to all customer inquiries thoroughly and professionally
  • Coached new employees on company procedures, policies, and performance standards
  • Managed daily office operations, including client account, supply, inventory, and records management
  • Developed organizational systems for agendas, records, and reports
  • Onboarded new employees with training and new hire documentation
  • Evaluated employees' strengths and assigned tasks based on experience and training
  • Maximized performance by monitoring daily activities and mentoring team members
  • Developed and maintained relationships with customers and suppliers through account development
  • Delivered feedback to decision-makers regarding employee performance and training needs
  • Identified plans and resources required to meet project goals and objectives
  • Achieved project deadlines by coordinating with contractors to manage performance
  • Oversaw high-profile projects by planning, designing, and scheduling phases
  • Maintained open communication by presenting regular updates on project status to customers
  • Cross-trained existing employees to maximize team agility and performance in 10 offices
  • Set positive examples for team members by providing high-quality, efficient service
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences
  • Investigated and resolved customer inquiries and complaints quickly
  • Exhibited high energy and professionalism when dealing with clients and staff.
Senior Licensed Agency Coordinator/ Office Manager, 01/2012 - 01/2016
Transamerica Life Insurance Company City, STATE,
  • Review and ensure accuracy of Insurance Claims, Process and follow up with Home Office on completing filed Claims promptly
  • Closely monitor pending sales reports by communicating to sales teams requirements to place cases and reach out to underwriting and new business team to expedite completion
  • Open strong communication lines and supported 27 sales agents and 4 Sales Managers
  • Home Office staffs
  • Assist agents by setting sales appointments, faxing paperwork, and answering all questions regarding procedures and processes, new and old
  • Answer phones with stellar customer service
  • Recruit and train new employees - agents and office administrators
  • Schedule community activities as well as company activities such as holiday parties, open house events & picnics
  • Order supplies through online company sites and external websites, balance cash drawer, and make daily bank deposits
  • Rewarded 2 conference trips for overall work performance and increased production
  • Maintained computer and physical filing systems
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving
  • Managed office operations while scheduling appointments for department managers
  • Coached new hires on company processes while managing employees to achieve maximum production
  • Coordinated special projects and managed schedules
  • Evaluated employee records and productivity to complete employee evaluations
  • Collected customer feedback and made process changes to exceed customer satisfaction goals
  • Developed community reputation through commitment to customer satisfaction and strong client relationships.
Assistant Manager/ Administrative Leader, 01/2009 - 01/2012
Kincaid Furniture City, STATE,
  • Provided administrative support for sales associates by managing accounts payable and accounts receivable functions, tracking account records, and maintaining customer database and vendor files
  • Organized computer data and reports to enable easy access to information
  • Trained over 12 employees on use of new software management database
  • Managed all aspects of customer relationship management daily, which resulted in increased customer retention levels
  • Produced office remodeling project to present more professional appearance, improve space utilization, and streamline foot traffic
  • Managed all aspects of customer relationship management daily, which resulted in increased customer retention levels
  • Helped with planning schedules and delegating assignments to meet coverage and service demands
  • Offered hands-on customer assistance, assessing needs and maintaining current knowledge of consumer preferences
  • Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs
  • Developed loyal and highly satisfied customer base through proactive management of team customer service strategies
  • Assessed job applications and recommended hiring hiring top candidates for key vacancies
  • Created organization systems for inventory control, merchandising, financial reports, and schedules, dramatically increasing operational efficiency.
Bachelor of Arts: Organizational Management, Expected in 08/2022
The University of Arizona Global Campus / Ashford - Chandler, AZ ,
Status -
  • Dean's List [Spring and Fall 2021, and 2022]
  • 3.92 GPA
  • summa cum laude graduate
  • Completed AP course in Organizational Development, Leadership for Organizations, Strategic Planning for Organizations, Business Law 1 and 2, Human Resources Management, Accounting for Managers, Management for Organizations, Organizational Change.
Associate of Applied Science: Information Technology and Administrative Support, Expected in 06/2001
Computer Learning Center - Vienna, Va,
Status -

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Resume Overview

School Attended

  • The University of Arizona Global Campus / Ashford
  • Computer Learning Center

Job Titles Held:

  • Senior Branch Office Administrator /Client Solutions Specialist
  • Senior Licensed Agency Coordinator/ Office Manager
  • Assistant Manager/ Administrative Leader


  • Bachelor of Arts
  • Associate of Applied Science

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