Anna Palmentere
Kansas City,MO
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Transaction Processor
SS&C Technologies
2024.06 - Current
- Process incoming/outgoing transactions
- Correct monetary transactions
- Perform account maintenance
- Verify and process paperwork
- Setup new accounts for plans/participants
Global Client and Investment Reporting Specialist
T Rowe Price
2023.04 - 2024.02
- Produce monthly, quarterly, and annual financial reports
- Complete audits
- Input data into excel sheets, PowerPoint presentations, custom templates, and Word documents
- Work closely with legal team and analysts to verify data
- Discuss client needs with account managers
- Email clients/ complete requests in a timely manner
Investment Services Representative
T Rowe Price
2022.06 - 2023.04
- Utilize excellent interpersonal and professional communication skills to interact with clients
- Receive, investigate and respond to customer inquiries regarding products, services and issues
- Document client interactions and complete service requests to minimize customer effort or additional action
- Demonstrate knowledge of the values and practices that align customer needs and satisfaction
- Build strong relationships with clients
- Process trades for clients in a quick and efficient manner
- Train new hires and provide them with the tools necessary to succeed on the job
- Lead team huddles
- Review calls for compliance
- Work on the departments 'help line' for representatives on calls who needed extra assistance to resolve client issues.
Licensed Beauty Advisor
Sephora
2021.06 - 2022.08
- Provided customized recommendations for each client based on knowledge and client preferences
- Performed inventory management
- Performed Perk facial and waxing
- Set up store displays and product merchandising.
Receptionist
The Spa at Briarcliff
2019.05 - 2020.11
- Schedule client appointments
- Answer incoming calls and emails daily
- Check clients in/out, updated their files, managed register
- Sell salon products and maintain superior knowledge of upcoming and current products/ services offered
- Maintain a clean environment for staff and clients
- Opened and closed Spa.
Education
Some College (No Degree) - Marketing
Park University
Kansas City, MOSkills
- Microsoft Office products
- Client relations
- Reporting and analysis
- Salesforce
- Data Entry
- Problem solving
- Leadership
- Transaction Processing
- Customer Service
Certification
Maryland Esthetician License
Timeline
Transaction Processor
SS&C Technologies
2024.06 - Current
Global Client and Investment Reporting Specialist
T Rowe Price
2023.04 - 2024.02
Investment Services Representative
T Rowe Price
2022.06 - 2023.04
Licensed Beauty Advisor
Sephora
2021.06 - 2022.08
Receptionist
The Spa at Briarcliff
2019.05 - 2020.11
Some College (No Degree) - Marketing
Park University
Maryland Esthetician License
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