AUTUMN SHARP
Boise,ID
Summary
Dedicated client service associate with an extensive service-focused background, committed to delivering red carpet services for all clients. Seeking opportunities to further develop and excel in the finance industry.
Overview
10
10
years of professional experience
Work History
Client Service Associate
Keudell/Morrison Wealth Management
04.2022 - Current
- Build and sustain client relationships through consistent, professional communication.
- Document client correspondence and documents in CRM to track requests, problems, and solutions.
- Assist advisors with scheduling and prepping for client meetings.
- Work within the operational team to streamline office procedures.
- Open new accounts, transfer outside accounts, and update existing accounts.
- Process simple money market fund trades for cash raise requests.
- Complete incoming and outgoing transfers via ACH, wire, check (QCDs), and internal journals.
- Assist with setting up online portals for client accounts and educating clients on how to navigate portals.
- Complete housekeeping tasks for the office, such as ordering and organizing supplies.
Support Technician
Open Dental Software
12.2020 - 04.2022
- Assisted dental offices worldwide troubleshoot, learn, and navigate their practice management software
- Educated dental offices about clinical subjects, such as balancing patient accounts, fixing insurance claims, and charting procedures
- Solved technical issues, including network connectivity, program formatting, and mending program links
- Presented the software to potential customers through demonstrations and trains existing customers by recording educational videos
- Assisted in training new technicians with unfamiliar aspects of the software
First Assistant Manager
maurices
11.2017 - 12.2020
- Assisted customers with finding specific clothing items and upsold for higher ADS & UPT
- Interviewed & trained new employees, including management team
- Performed daily store operations, such as writing schedules, creating sales goals, & maintaining a visually pleasing storefront
- Created & maintained social media pages to market towards online shoppers
- Managed cash deposits & bank orders
Shift Lead
The Human Bean
04.2015 - 11.2017
- Assisted customers with getting coffee orders & making drinks promptly
- Upsold pastries, gift cards, & mugs for higher daily sales
- Trained new employees
- Ordered & stocked store products weekly
- Led team by example & through high-spirited motivation
Education
Some College (No Degree) - Hospital Administration
Western Oregon University
Monmouth, ORSome College (No Degree) - Pre-Radiology
Boise State University
Boise, IDSkills
- Client relationships
- CRM software experience
- Creative problem-solving
- Time management and delegation
- Data entry and typing proficiency
- Interpersonal professionalism
- Cash management
- Efficient document management
- Marketing and branding
- Team collaboration
- Inventory management
- Training and development
- Managerial and leadership duties
- Technical support
Timeline
Client Service Associate
Keudell/Morrison Wealth Management
04.2022 - Current
Support Technician
Open Dental Software
12.2020 - 04.2022
First Assistant Manager
maurices
11.2017 - 12.2020
Shift Lead
The Human Bean
04.2015 - 11.2017
Some College (No Degree) - Hospital Administration
Western Oregon University
Some College (No Degree) - Pre-Radiology
Boise State University