Ashlee Westmoreland
Seneca,SC
Summary
Versatile administrative and client service professional with expertise in data management, CRM transitions, and operational efficiency. Proven ability to support audits, manage client communications, and improve back-office operations.
Overview
4
4
years of professional experience
Work History
Client Service Associate
Crescent Financial Advisors
Seneca, South Carolina
05.2025 - Current
- Streamlined data migration during CRM and document management system transitions, improving data accessibility and accuracy.
- Coordinated scheduling of appointments for clients and service providers.
- Managed client inquiries via phone and email, delivering timely and professional communication.
- Supported audit processes by organizing documentation and generating required reports.
- Assisted in the firm’s successful transition during a partnership with another wealth management company, enhancing compliance alignment.
- Developed training materials for new staff onboarding.
- Provided general administrative support to staff members.
Senior Resident Advisor
Anderson University
Anderson, South Carolina
08.2024 - 05.2025
- Facilitated community events to enhance resident engagement.
- Mentored junior advisors to promote teamwork and leadership development among staff.
- Collaborated with faculty to enhance residential support for residents.
Shift Leader
Chick-fil-A
Seneca, South Carolina
08.2021 - 04.2025
- Supervised team members during busy shifts to ensure efficient service.
- Trained new employees on operational procedures and customer service standards.
- Implemented training sessions that improved team performance and service efficiency.
Education
Bachelor of Science - Finance
Anderson University
Anderson, SC05-2027
Skills
Technical Proficiency
- Microsoft Excel
- Power BI
- R
- Salesforce
- Morningstar, Schwab Advisor Center, Advyzon
Administrative Support
- Data Migration & Integration
- Appointment Scheduling & Coordination
- Audit Preparation & Support
- Compliance-Focused Operations
Timeline
Client Service Associate
Crescent Financial Advisors
05.2025 - Current
Senior Resident Advisor
Anderson University
08.2024 - 05.2025
Shift Leader
Chick-fil-A
08.2021 - 04.2025
Bachelor of Science - Finance
Anderson University
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