Beth McManus

• Collaborate with Client Relationship Manager's on completing and processing client paperwork. Including New Account processing and all paperwork requests.
• Worked well in a team setting, providing support and guidance.
• Streamlined administrative tasks such as paperwork processing, improving efficiency within the department without compromising quality.
• Demonstrated respect, friendliness and willingness to help wherever needed.
• Assisted with day-to-day operations, working efficiently and productively with all team members.

• Assisted with the onboarding of new clients, ensuring smooth integration into company systems and services.
• Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Facilitated new client onboarding process and investment account setup.
• Handled sensitive information with discretion, adhering to strict confidentiality guidelines and policies established within the organization.

Cashier, Wire Operator and Receptionist.

• Managed multi-line telephone system and greeted clients during office visits.
• Provided exceptional customer service by addressing client concerns professionally and courteously, contributing to a welcoming atmosphere.
• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Oversaw daily operations, ensuring timely completion of tasks and adherence to company policies and procedures.
• Trained and mentored new team members, fostering a positive work environment and promoting professional growth.