ALYSHA BRIEN
Nashua,NH
Summary
Dedicated Customer Service Associate committed to providing high-quality service by listening to customers and responding quickly to satisfy needs. Strong interpersonal skills with clear grasp of best practices for dealing with difficult and challenging situations.
Former legal professional with strong skills in writing, organizing and project managing cases related to Real Estate, Elder Law, and Estate Planning.
Former retail associate with history of success achieving customer satisfaction, retention and referrals through continuous provision of top quality service.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Client Relationship Manager
Brophy Wealth Management, LLC
01.2024 - Current
- Support the Wealth Management Team by providing excellent customer service, relationship building, prompt follow-up to client issues, opening new accounts, assisting with client accounts, proactive problem-solving
- Prepare client paperwork for upcoming meetings with Wealth Managers
- Ensure paperwork is processed timely and accurately to decrease other client communication errors
- Provide Non-Advice Related Support for new and existing clients in person and over the phone
- Act as the primary contact for client service questions, issues, and problem resolution, escalating items to other team members if necessary
- Complete backup duties for other team members, including those from other departments, as needed.
Hybrid Associate - Electronic Support Services
Fidelity Investments
06.2022 - Current
- Serviced dedicated Clients to diagnose and fix Errors with Plan Sponsor Webstation and logging calls in SalesForce
- Delivered prompt service to prioritize customer needs
- Met customer call guidelines for service levels, handle time and productivity
- Promoted superior experience by addressing concerns, demonstrating empathy, and resolving problems
- Met and exceeded call metrics by incorporating coaching and best practices
- Collaborated with colleagues to enhance customer service experience and exceed team goals
- Identified client needs and built rapport
Paralegal
McCarthy Law, LLC
11.2021 - 06.2022
- Prepared legal property descriptions for use in transactions
- Conducted detailed client intakes and entered information into company database
- Managed billable hour tracking, payroll, client invoicing and assisted with scheduling clients
- Worked alongside attorneys, and administrative assistants on complex cases and legal processes
- Assessed real and personal property inventory for estate planning
- Researched statutes, decisions, legal articles and codes to produce deeds, memorandums, and affidavits
- Communicated pertinent information to clients via phone, email and mail
- Handled Probate, Estate Planning, and Beneficiary cases as well as Real Estate Transactions with accuracy
Education
Associate of Science - Paralegal Studies
Community College of Rhode Island
Warwick, RI05.2017
Skills
- Problem Solving
- Data Entry
- Legal Research
- Microsoft Office
- Legal Correspondence
- Critical Thinking
- Multitasking Abilities
- Achieving performance goals
- Conflict Resolution
- Plan Sponsor Webstation
- SalesForce
- Customer Service
- High-Volume Environments
- CRM software
- Knowledge of Charles Schwab, Fidelity, Assetmark, and MorningStar platforms
Certifications and Awards
Certified Paralegal, Community College of Rhode Island - 2017 to present.
Certification
09/2013 - Current | High Steppin' Dance Academy | Dance teacher, Assistant Office Manager
06/2021 - 01/2022 | Second to the Sun, LLC. | Front Desk Associate
05/2015 - 10/2017 | Sally Beauty Holdings, Inc. | Sales Associate
12/2013 - 05/2015 | Victoria's Secret | Sales Associate
Timeline
Client Relationship Manager
Brophy Wealth Management, LLC
01.2024 - Current
Hybrid Associate - Electronic Support Services
Fidelity Investments
06.2022 - Current
Paralegal
McCarthy Law, LLC
11.2021 - 06.2022
Associate of Science - Paralegal Studies
Community College of Rhode Island