Anya Perry
Maineville
Summary
Highly motivated and driven individual seeking full time position. Highly responsible, works well with others or independently, reliable, thrives for excellence when serving the public, able to maintain professionalism in any situation, enjoys learning new skills and increasing knowledge.
Overview
2
2
years of professional experience
Work History
Client Service Assistant
Sims Investment Management
Cincinnati
04.2025 - Current
- Assisted clients with account inquiries and transaction requests.
- Managed appointment scheduling and coordinated client meetings effectively.
- Maintained accurate client records using investment management software.
- Processed client documentation and ensured compliance with regulatory standards.
- Performed administrative tasks such as data entry, filing, and document preparation.
- Conducted follow up calls with customers after sales or services rendered.
Waitress
Skyline Chili
Maineville
05.2024 - 04.2025
- As a waitress my main responsibilities are to manage multiple customers at one time making sure they have a positive and pleasant experience from start to finish as well as working alongside my co-workers to ensure service is fast and efficient.
Sales Associate
Ross dress for less
06.2023 - 05.2024
- In the sales position successfully achieved any task that was set before me, including working the cash register, stocking the sales floor, making sure the fitting rooms stayed clean and ready for customers to use at any time, and having the responsibility of being a opening and closer of the store, ensuring it was ready to give the customers the best possible shopping experience.
Education
High School Graduation -
Little Miami High School
Skills
- Client account management
- Compliance adherence
- Appointment scheduling
- Customer relationship management
- Attention to detail
References
- Blaine Hamilton, +1 (330) 465-1674
- Kim Wilson, (513) 655-1000
- Eden Harden, (513) 570-1759
Activities
Attends Branches church in Loveland and volunteers on the tech and worship team. Involved in the young adults ministry affiliated with Branches church.
Timeline
Client Service Assistant
Sims Investment Management
04.2025 - Current
Waitress
Skyline Chili
05.2024 - 04.2025
Sales Associate
Ross dress for less
06.2023 - 05.2024
High School Graduation -
Little Miami High School