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Amy Hadley
Client Service Coordinator
Fishers,IN
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
21
21
years of professional experience
Work History
Client Service Administrator
Oxford Financial Group
Carmel, IN
04.2021 - 05.2022
- Generated and processed client paperwork, resolving any issues that occurred
- Answered telephone calls, responded to questions and concerns and escalated calls appropriately
- Implemented onboarding strategies for complex financial planning and investment clients
- Worked closely with Charles Schwab and Fidelity staff to ensure the best client experience
- Prepared meeting materials
- Maintained professional working relationships with team members for increased productivity
Operations Manager
WEBB Capital Management
Indianapolis, IN
04.2019 - 03.2020
- Performed stock, bond and mutual fund trades through the Charles Schwab platform
- Generated and processed client paperwork, resolving any issues that occurred
- Answered telephone calls, responded to questions and concerns and escalated calls appropriately
- Processed investment management fees and invoices
- Implemented and maintained reporting & rebalancing software
- Scheduled client meetings
- Prepared meeting materials
- Ordered office supplies
- Maintained billing and expense reports
Client Service Representative
Column Capital
Indianapolis, IN
04.2010 - 01.2019
- Performed stock, bond and mutual fund trades through the Charles Schwab platform
- Generated and processed client paperwork, resolving any issues that occur
- Answered telephone calls, responded to questions and concerns and escalated calls appropriately
- Processed investment management fees and invoices
- Assisted Compliance Officer with annual audit
- Assisted team members with on-boarding new clients
- Maintained reporting & rebalancing software
- Scheduled client meetings
Client Service Associate
Redwood Investment Advisors
Indianapolis, IN
04.2001 - 01.2010
- Designed client portfolios current vs. proposed
- Created research summary reports through Morningstar
- Scheduled fund manager due diligence calls
- Generated pension trustee reports
- Performed stock, bond and mutual fund trades through the Charles Schwab platform
- Reviewed investment reports and management fees
- Generated client paperwork and processed deposits and withdrawals
Education
Bachelor of Science - Exercise Science
Indiana University
Indianapolis, Indiana05.2001
Skills
Achieved successful project completions by cultivating a strong team-oriented atmosphere Enhanced team dynamics through strategic collaboration efforts Fostered an environment that prioritized collective success and accountability
Prioritized essential activities to ensure alignment with strategic goals
Implemented priority-driven approaches to ensure timely delivery of projects and maximize outcomes
Coordinated various administrative tasks, ensuring effective communication and organization within the team
Maintained self-direction in responsibilities, ensuring consistent progress and accountability
Implemented effective organizational strategies to manage multiple tasks and deadlines
Executed tasks with a focus on thoroughness and precision, minimizing errors and omissions
Implemented strategies to address client concerns and improve overall experience
Applied critical thinking to develop innovative solutions for operational obstacles
Developed and maintained organized systems for tracking time allocation across multiple projects
Achieved efficient project execution through proficient use of Microsoft Office Suite for documentation and reporting Enhanced team collaboration by creating visually impactful presentations Improved workflow by organizing and managing project timelines effectively
Strong organization
Time management expertise
Exceptional communication
Scheduling appointments
Timeline
Client Service Administrator
Oxford Financial Group
04.2021 - 05.2022
Operations Manager
WEBB Capital Management
04.2019 - 03.2020
Client Service Representative
Column Capital
04.2010 - 01.2019
Client Service Associate
Redwood Investment Advisors
04.2001 - 01.2010
Bachelor of Science - Exercise Science
Indiana University