Ann Marie Ereg
San Ramon,CA
Summary
Productive Senior Operations Specialist with a 25-year track record of building internal processes to meet client objectives. Skilled in planning and coordinating logistics, creating detailed reports and handling and resolving escalated issues. Detail-oriented, analytical and versed in quickly solving complex problems.
Overview
9
9
years of professional experience
Work History
Client Service Associate/Office Operations
Retirement Wealth & Tax Advisors
10.2024 - Current
- Respond promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Support financial advisors with data and reports needed for client meetings, performance reviews, and portfolio analysis.
- Maintain accurate client records through the CRM, allowing for efficient tracking of account activity and personalized service delivery.
- Act as a point of contact for client inquiries, providing guidance and solutions to clients regarding account-related issues, transaction processing, and other requests.
Senior Operations Specialist
Proxy Freedom LLC
09.2022 - 05.2024
- Improved operational efficiency by streamlining processes and implementing best practices.
- Collaborated with cross-functional teams to develop innovative solutions for complex operational challenges.
- Developed comprehensive training programs for new hires, promoting culture of continuous learning and growth within operations team.
- Managed day-to-day operations, ensuring that deadlines were met, resources were allocated effectively, and project objectives were achieved.
- Cultivated strong relationships with key stakeholders both internally and externally, contributing to organizational success and positive work environment.
- Identified workflow improvements and worked with operations team to establish new procedures.
- Assisted with recruitment process by posting job ads, filtering applications, scheduling interviews, assisting in interview process and drafting offer letters.
Client Relations & Service Associate
Vitucci & Associates
06.2021 - 09.2022
- Assisted customers with inquiries, resolving issues promptly for improved customer retention.
- Collaborated with team members to streamline processes and improve overall service efficiency.
- Maintained accurate records of customer interactions, ensuring consistency in service delivery.
- Conducted thorough research to resolve complex customer issues, resulting in positive outcomes.
- Developed strong relationships with over 800 clients with consistent communication and excellent service delivery.
- Contributed to development of operational policies and procedures that enhanced overall service quality.
- Utilized advanced CRM systems proficiently for tracking customer interactions and managing follow-ups diligently.
- Actively participated in team meetings, sharing valuable insights for process improvements and best practices adoption.
- Exemplified strong work ethic by reliably completing assigned tasks on time or ahead of schedule.
Robert Half International
Field Compliance Administrator
11.2018 - 06.2021
- Self-motivated, with strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Organized and detail-oriented with strong work ethic.
- Participated in team projects, demonstrating ability to work collaboratively and effectively.
- Adjudicated case results on all background checks and drug screens.
- Implemented new vendor policies and procedures for team.
- Collaborated daily with our legal department regarding policies affecting positive drug screens and criminal background check reports.
- Identified issues, analyzed information and provided solutions to problems.
Assistant Manager
Tribez Salon & Spa
08.2015 - 11.2018
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Streamlined store operations for increased efficiency, implementing new processes and procedures.
- Developed strong working relationships with staff, fostering positive work environment.
- Increased sales through effective merchandising strategies and targeted promotions.
- Collaborated with management team to develop strategic plans for business growth and improvement.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Helped with planning over 30 stylists schedules and delegating assignments to meet coverage and service demands.
- Ensured compliance with all safety regulations by conducting regular inspections of equipment/operations within store.
Education
Bachelor of Arts - Communications
Oakland University
Rochester, MI06.2006
Skills
- Empathy and patience
- Attention to Detail
- Customer Relationship Management
- Interpersonal and written communication
Timeline
Client Service Associate/Office Operations
Retirement Wealth & Tax Advisors
10.2024 - Current
Senior Operations Specialist
Proxy Freedom LLC
09.2022 - 05.2024
Client Relations & Service Associate
Vitucci & Associates
06.2021 - 09.2022
Robert Half International
Field Compliance Administrator
11.2018 - 06.2021
Assistant Manager
Tribez Salon & Spa
08.2015 - 11.2018
Bachelor of Arts - Communications
Oakland University
Similar Profiles
Kelsey A. SteinbauerKelsey A. Steinbauer
Internship | Client Service Associate at Covenant Wealth AdvisorsInternship | Client Service Associate at Covenant Wealth Advisors
Srishti AgrawalSrishti Agrawal
Intern at InvestAscent Wealth Advisors Private LimitedIntern at InvestAscent Wealth Advisors Private Limited
Justin BaierlJustin Baierl
Financial Advisor at Axias Wealth AdvisorsFinancial Advisor at Axias Wealth Advisors