Summary
Overview
Work History
Education
Skills
Timeline
Generic

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, MI
06.2006

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

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Ann Marie Ereg