Amber Jenkins
Wood River,US
Summary
Professional with comprehensive background in financial services, prepared to support clients and advisors. Adept at financial analysis, client relationship management, and administrative support. Known for strong collaboration, flexibility, and achieving results within dynamic team environments. Highly reliable, skilled in financial software, and excellent at multitasking.
Overview
5
5
years of professional experience
Work History
Client Service Associate
MSMF Wealth Management
11.2024 - Current
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
- Actively participated in team meetings and initiatives focused on continuous improvement across various areas of the business.
- Coordinated with internal teams to ensure seamless execution of client requests, resulting in improved operational efficiency.
- Enhanced client satisfaction by effectively addressing and resolving inquiries in a timely manner.
- Technology adherence and mastery of several applications including eMoney, Orion, Schwab Advisor Center, Microsoft 365 (Word, Excel, Powerpoint, OneNote, Outlook)
Client Relationship & Operations Manager
ClearBridge Financial
01.2023 - 11.2024
- Administrative duties including correspondence, calendar management, answering phone calls, accounting work and creating invoices.
- Operational support, including trade transactions, move money transactions, client reporting, building wealth management plans, new client onboarding, opening/closing accounts, handling incoming and outgoing transfers, account maintenance.
- Resolved client issues quickly and professionally while maintaining growing relationships.
- Managed the daily operations for advisor and 100+ clients, wearing several different hats (i.e. administrative, paraplanning support, billing, tech support)
- Job training and development particularly in financial planning. Using eMoney and Nitrogen (formerly Riskalyze) software to produce investment plan scenarios for clients.
- Established operational policies, procedures, standards, and objectives in alignment with organizational goals.
- Developed and maintained relationships with clients and third-parties (attorneys, CPAs), and investment company wholesalers for successful account maintenance and servicing.
Admin Solutions Consultant
LPL Financial
07.2021 - 12.2022
- Virtual support service to 5 (separate) financial advisors' offices
- Daily administrative work as well as client financial transactions, operational support, and exemplary client service
- Daily task tracking, mentorship to new hires, and continuous learning
- Daily communication with advisors and clients via email and phone, using a proactive approach in assisting assigned offices
- Researching complex situations by defining the action necessary in order to resolve issues quickly and effectively
- Coordinating with internal departments to complete service request within the stated timeframe, holding ourselves accountable to service level agreements
- Processed RMDs, periodic distributions, debits, write offs, transfers, etc.
- CRM Management (Redtail, Salesforce & Wealthbox), meeting prep and calendar management, providing advisors with detailed performance reports and other projects as needed
- Working within LPL's service platform (Clientworks) to resolve notifications, run reports, moving money at client or advisor requests, opening and closing accounts, rollovers and performing complex service on various account types
- Technology adherence and mastery of several applications including WealthVision, Albridge, SharePoint, MS Dynamics, virtual meeting spaces (Zoom, Webex and Microsoft Teams) as well ongoing applications and procedures training throughout employment.
Education
Bachelor of Arts (B.A.) - Business Communication
WEBSTER UNIVERSITY
St. Louis, MO01.2009
Associate in Arts (A.A.) - Journalism
SOUTHWESTERN ILLINOIS COLLEGE
Belleville, IL05.2006
Skills
- Organizational expertise
- Efficient data entry
- High-quality customer support
- Emotional intelligence
- Experience with CRM tools
- Meticulous attention to detail
- Active listening abilities
- Strong time management abilities
- Data analysis
- Interpersonal and written communication
- Client onboarding process
Website, Portfolio and Profiles
linkedin.com/in/amber-jenkins-stl5000
Work Preference
Work Type
Full TimeContract WorkPart TimeGig WorkLocation Preference
RemoteImportant To Me
Career advancementWork-life balanceWork from home optionPaid time off401k matchTimeline
Client Service Associate
MSMF Wealth Management
11.2024 - Current
Client Relationship & Operations Manager
ClearBridge Financial
01.2023 - 11.2024
Admin Solutions Consultant
LPL Financial
07.2021 - 12.2022
Associate in Arts (A.A.) - Journalism
SOUTHWESTERN ILLINOIS COLLEGE
Bachelor of Arts (B.A.) - Business Communication
WEBSTER UNIVERSITY
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