Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ashley Harrison

Seattle,WA

Summary

Seasoned New Accounts Manager with background in financial services and customer relationship management. Skills include strategic planning, team leadership, and process improvement. Known for improving efficiency in new accounts setup, overseeing account transitions, and ensuring customer satisfaction. Strong impact made by enhancing client relationships through detailed follow-ups and feedback incorporation.

Overview

5
5
years of professional experience
4
4
years of post-secondary education
1
1
Certification

Work History

New Accounts Manager

Stewart Financial Group
Bellevue, Washington
08.2024 - Current
  • Managed onboarding process for new client accounts efficiently.
  • Managed cash handling processes including deposits, withdrawals, transfers, and rollovers.
  • Maintained accurate records of client interactions and account details.
  • Coordinated with internal departments to ensure seamless service delivery.
  • De-escalated customer interactions by providing alternative solutions to issues.
  • Aided in servicing a book of business of over 400 clients ensuring high levels of customer satisfaction and retention.
  • Identified transaction errors for unbalanced debits and credits.

Sales Representative

Nordstrom
Bellevue, Washington
03.2021 - 09.2023
  • Engaged customers by providing personalized product recommendations and styling advice per their needs.
  • Managed inventory levels to ensure optimal product availability on the sales floor.
  • Developed key customer relationships to increase sales.
  • Maintained an up to date report on product knowledge.

Education

Bachelor of Arts - Accounting

Seattle Pacific University
Seattle, WA
09.2020 - 06.2024

Skills

  • Account management
  • Client onboarding
  • Cash handling
  • Record keeping
  • CRM software

Certification

  • Washington Life and Disability Producer Combo Exam
  • Securities Industry Essentials Exam

Timeline

New Accounts Manager

Stewart Financial Group
08.2024 - Current

Sales Representative

Nordstrom
03.2021 - 09.2023

Bachelor of Arts - Accounting

Seattle Pacific University
09.2020 - 06.2024

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Ashley Harrison