Dedicated to making a positive contribution to a team and companies success. I enjoy adapting to new environments for growth, as well as engaging with others.
Overview
3
3
years of professional experience
Work History
Client Service Coordinator
Ameriprise Financial
Webster, TX
11.2021 - Current
Create and prepare meeting presentations for Financial Advisors
Thoroughly proof read through client meeting summaries and deliver presentations electronically
Maintain an organized calendar for all meetings
Keep detailed records of client interactions, enabling better tracking of accounts for my team members
Manage client accounts simultaneously, prioritizing tasks effectively to meet deadlines
Communicate with clients regarding account services, statements, and balances
Receptionist Administrator
Ameriprise Financial
Webster, TX
11.2021 - Current
Answered incoming calls, directing clients to individuals addressing specific needs
Greeted incoming clients professionally and provided friendly, knowledgeable assistance
Kept a positive attitude as the first impression
Handled complaints and questions
Expedited daily office tasks such as mail distribution, document scanning, photocopying, and data entry to ensure smooth workflow
Education
Associate of Arts Social And Behavioral Sciences - Psychology
San Jacinto College District
Pasadena, TX
05.2019
Skills
CRM software knowledge
Scheduling and Planning
Customer Relations
Social Media Marketing
Bilingual
Time Management Expertise
Strong Organization
Enthusiastic and Positive
Extroverted
Teamwork and Collaboration
Adaptable
Exceptional communication
Timeline
Client Service Coordinator
Ameriprise Financial
11.2021 - Current
Receptionist Administrator
Ameriprise Financial
11.2021 - Current
Associate of Arts Social And Behavioral Sciences - Psychology