Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
12
12
years of professional experience
Work History
Administrative Assistant | Account Manager
Norris Financial Group
05.2021 - Current
Delivered excellent customer service through prompt responses to 100+ client inquiries, addressing concerns effectively, and building strong relationships.
Ensured accurate record-keeping with diligent data entry and database management for vital client information using company CRM.
Scheduled office meetings and annual client reviews for multiple wealth advisors.
Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
Retail Sales Associate
Loft
05.2019 - 03.2020
Greeted customers and helped with product questions, selections, and purchases.
Stocked merchandise, clearly labeling items, and arranging according to size or color.
Maintained clean sales floor and straightened and faced merchandise.
Maintained a clean and organized store environment, enhancing the overall shopping experience for customers.
Administrative Assistant
Northwestern Mutual
06.2017 - 05.2019
Supported wealth management advisor through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate client requests.
Maintained positive relationships with top-tier clients, ensuring their needs were met and fostering long-term loyalty.
Account Manager
LogoNation
10.2014 - 06.2017
Conducted regular account reviews to identify areas for improvement and ensure continued success.
Educated clients on new products or services to increase customer engagement with brand.
Collaborated with sales team to identify potential upsell opportunities and expand client base.
Negotiated contract terms with clients, securing favorable agreements for both parties.
Coordinated with internal teams to facilitate prompt delivery of client projects.
Assisted in the development of training materials for new hires, ensuring smooth onboarding process.
Donor Relations Manager
Meals On Wheels
01.2012 - 02.2014
Managed donor database, ensuring accurate record-keeping and timely reporting of key metrics.
Provided exceptional stewardship to donors through regular updates on program impact, cultivating long-term relationships that led to increased giving levels.
Streamlined donation processes for improved efficiency and a more user-friendly experience.