Summary
Overview
Work History
Education
Skills
Certification
Languages
References
Timeline
Generic

Andrea Fallaque

New Canaan,CT

Summary

Motivated Client Service Associate known for high productivity and efficient task completion. Possess specialized skills in client communication, problem-solving, and data management. Excel in empathy, adaptability, and teamwork to enhance client satisfaction and foster strong relationships.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Client Service Associate

Round Rock Advisors, LLC
Wilton , CT
05.2024 - Current
  • Processed new accounts quickly and efficiently while ensuring compliance with regulations.
  • Generated reports detailing the activities of each account, including trade history and portfolio performance.
  • Facilitated communication between clients and other advisors within the firm regarding investment decisions or strategy changes.
  • Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
  • Personalized client experience, identifying unique needs and providing information and services to match.
  • Managed and updated physical and digital client account information to keep records accurate and current.
  • Documented customer correspondence in CRM to track requests, problems, and solutions.
  • Updated databases with new and modified customer data.
  • Mentored junior team members and managed employee relationships.
  • Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.

Administrative Executive

Round Rock Advisors, LLC
Wilton, CT
08.2022 - 05.2024
  • Organized and maintained executive calendar of appointments, meetings, conferences and travel itineraries.
  • Prepared reports, presentations, agendas and other documents as requested by management.
  • Coordinated project activities among multiple departments; tracked progress towards goals and deadlines.
  • Processed purchase orders for office supplies, equipment and services as needed.
  • Compiled data from various sources for use in preparing reports or presentations for senior management.
  • Answered and routed phone calls and emails, always maintaining confidentiality.
  • Coordinated and managed event-planning logistics, budget administration and team oversight.
  • Prepared financial and administrative reports and statements for management.
  • Communicated job expectations and trained staff to promote team building and discipline.
  • Relayed messages, retrieved reports and printed documents for co-workers to assist with office workflow.
  • Executed special objectives and projects in response to executive team and board member requests.
  • Ordered catering or restaurant delivery to offer food and beverages to meeting and conference attendees.

Front Desk Receptionist

Quarry Ridge Animal Hospital
Ridgefield, CT
08.2020 - 08.2022
  • Greeted customers warmly and made them feel welcome.
  • Answered incoming calls, redirected callers to the appropriate personnel or department and took messages as needed.
  • Performed data entry into computer systems to maintain accurate records of customer information.
  • Handled payment processing and provided customers with receipts and proper bills and change.
  • Prepared daily shift close reports and balanced cash register to accurately reflect transactions.
  • Scheduled and confirmed appointments for clients and staff.
  • Maintained a clean and organized reception area to uphold company image.
  • Compiled and prepared reports and documents as requested.

Paralegal/Executive Administrative Assistant

Jasinsky Immigration Law
Stamford, CT
06.2017 - 08.2019
  • Drafted correspondence to clients and other attorneys.
  • Maintained client files according to established protocols.
  • Organized evidence for use at trial or hearing proceedings.
  • Interpreted various types of legal documents including contracts and agreements.
  • Proofread documents prior to filing them with courts or submitting them to opposing counsels.
  • Provided administrative support such as answering phones or scheduling appointments.
  • Organized exhibits for trial by preparing materials and supporting documentation.
  • Entered data into and managed litigation databases and Excel spreadsheets.
  • Collaborated with team members to ensure strategies and objectives were aligned and executed efficiently.

Education

Some College (No Degree) -

Norwalk Community College
Norwalk, CT

Skills

  • Client rapport
  • Troubleshooting
  • Strong interpersonal skills
  • Technical aptitude
  • Data entry proficiency
  • Interpersonal and written communication
  • Call triage

Certification

  • Money Guide Pro Paraplanner Certification

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

References

References available upon request.

Timeline

Client Service Associate

Round Rock Advisors, LLC
05.2024 - Current

Administrative Executive

Round Rock Advisors, LLC
08.2022 - 05.2024

Front Desk Receptionist

Quarry Ridge Animal Hospital
08.2020 - 08.2022

Paralegal/Executive Administrative Assistant

Jasinsky Immigration Law
06.2017 - 08.2019

Some College (No Degree) -

Norwalk Community College

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Andrea Fallaque