Beth Heiting

• Earned a promotion to Senior Client Service Manager for recognition of my efforts of successful integration from SVA to WEG.
• Strengthened client relationships by providing exceptional service and addressing their needs promptly.
• Introduced process improvements that resulted in a more streamlined workflow within Client Services.
• Streamlined internal processes to enhance efficiency, reduce response times, and improve overall client experience.

SVA Financial Group merged with Wealth Enhancement Group. My position remained the same, under a new company.

• Delivered exceptional customer service to every client by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
• Built strong relationships with clients through effective communication and consistent followup.
• Support consultants with calendar management and scheduling meetings
• Forged and nurtured impactful relationships with clients to cultivate loyalty.

• Responsible in overseeing preparation in complex multi-week trials
• Helped attorneys prepare for trial by organizing exhibits and calling on witnesses to testify at hearings.
• Ensured compliance with court rules and procedures by accurately preparing and submitting legal filings within established timeframes.
• Summarized depositions, legal documents and other material to provide attorney with relevant material for cases.
• Managed complex cases efficiently using specialized software programs designed for paralegal work to track information related to multiple parties over long periods of time.

• Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
• Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
• Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.