Allison Bravo
Houston,TX
Summary
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, TX05.2019
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
San Jacinto College District