Alexandra Ristey
Investment Client Services Analyst
Franklin,WI
Summary
Dedicated Investment Services Analyst professional with history of exceeding company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
5
5
years of professional experience
4
4
years of post-secondary education
Work History
Investment Client Services Analyst
Northwestern Mutual Investment Services
Franklin, WI
03.2020 - Current
- Researches and evaluates possible solutions to complex problems that requires identifying root cause and deviation from procedures and handles escalation resolution.
- Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients
- Implemented and developed employee training processes.
- Understands how systems connect to processes and outcomes. Supports digital savvy capabilities in self and others/Understands how to explain system limits and capabilities to others.
- Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards
- Reviewed account documentation for accounts, identified issues and contacted representatives to assist in resolving them.
- Audited the work of other employees to maintain consistency and accuracy.
Fine Dining Server
Mr. B's - A Bartolotta Restaurant
Mequon, WI
09.2019 - 03.2020
- Ensured prompt and accurate service.
- Familiarized guests with menu specials and recommended specific menu items.
- Developed and maintained positive working relationships with team members to ensure the best service possible.
Fine Dining Server
Waterfront Restaurant & Tavern
La Crosse, WI
06.2017 - 08.2019
- Learned and utilized extensive bar and wine knowledge to enhance guest dining experiences.
- Suggested wine pairings to go with specific menu items.
- Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals and walk-in business.
- Handled customer complaints with poise and grace.
- Trained new employees to match the level of service the Waterfront is known for.
Education
Bachelor of Science - International Business
University of Wisconsin - La Crosse
La Crosse, WI 08.2014 - 12.2018
Skills
Staff education and training
Complaint resolution
Excellent Communication
Problem-Solving
Timeline
Investment Client Services Analyst
Northwestern Mutual Investment Services
03.2020 - Current
Fine Dining Server
Mr. B's - A Bartolotta Restaurant
09.2019 - 03.2020
Fine Dining Server
Waterfront Restaurant & Tavern
06.2017 - 08.2019
Bachelor of Science - International Business
University of Wisconsin - La Crosse
08.2014 - 12.2018