Audrey F. Benner
San Diego,CA
Summary
Client service professional with proven track record in enhancing client satisfaction and fostering strong relationships. Skilled in resolving issues, managing multiple priorities, and adapting to changing requirements. Known for collaborative teamwork, effective communication, and delivering impactful results. Reliable and adaptable with talent for understanding client needs and delivering exceptional service.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Administrative Support /Client Services Specialist
Shorelight Wealth Group
03.2022 - 06.2025
- Conducted notary services, including document preparation and legal compliance.
- Designed and updated marketing and educational materials using PowerPoint and Adobe for employer use and distribution.
- Maintained tracking sheets and generated detailed employer activity reports.
- Produced reports analyzing campaign activities and employee engagement metrics.
- Updated and maintained CRM systems to ensure data accuracy, employee compliance, and productivity.
- Processed compliance submissions for marketing and outreach materials, adhering to regulatory requirements.
- Supported employee education initiatives by hosting webinars, creating presentations, and providing guidance on content usage.
- Managed office website by ensuring compliance, functionality, and user-friendly content.
- Scheduled client and employer appointments, maintaining seamless communication and coordination.
- Performed administrative tasks such as calendar management, mail processing, and client reception.
- Provided knowledgeable service and support for all customer needs.
- Maintained detailed records of client interactions, facilitating seamless handoffs between team members when necessary.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues.
- Developed strong relationships with clients, fostering trust and loyalty through consistent communication and personalized service.
- Streamlined internal processes for improved efficiency and timely service delivery to clients.
Keyholder
Anthropologie
08.2021 - 03.2022
- Empowered team leader exercised decision-making skills to enhance each customer's experience.
- Took ownership to learn product knowledge and awareness of current trends.
- Possessed strong written and verbal communication skills, strong assessment, and decision-making skills.
- Coached and directed staff regarding model service, selling, and customer engagement behaviors.
- Drove sales by collaborating with the store team to understand, support and achieve established sales goals and objectives.
- Protected and maintained company assets and resources to include cash control, inventory, fixtures, and physical facility to prevent theft, ensuring loss prevention standards.
Business/Communications Intern
GHD Group Engineering Company
03.2020 - 04.2021
- Supported project managers in typing/revision of complex reports, correspondence, spreadsheets, etc.
- Answered phones, greeted clients, communicated with vendors, assisted clients and project management staff.
- Handled correspondence as directed including proofreading, copying, scanning, emailing, document editing, report preparation and distribution.
- Maintained high awareness of all project deadlines and schedules.
Education
Bachelor of Science - Communications, Minor in Business
UNIVERSITY OF COLORADO BOULDER
Boulder05-2021
Skills
- Experienced in compliance submissions and regulatory adherence
- Skilled in website maintenance and user-focused functionality
- Strong organizational and multitasking abilities
- Exceptional interpersonal and communication skills
- Expertise in employee training
Certification
- Notary Public
- Social Media Marketing Certification
- Email Marketing Certification
Timeline
Administrative Support /Client Services Specialist
Shorelight Wealth Group
03.2022 - 06.2025
Keyholder
Anthropologie
08.2021 - 03.2022
Business/Communications Intern
GHD Group Engineering Company
03.2020 - 04.2021
Bachelor of Science - Communications, Minor in Business
UNIVERSITY OF COLORADO BOULDER
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